Fidus Investment
FDUS
74 hedge funds and large institutions have $82.3M invested in Fidus Investment in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
10% more funds holding
Funds holding: 67 → 74 (+7)
0.97% more ownership
Funds ownership: 27.82% → 28.79% (+0.97%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less capital invested
Capital invested by funds: $99.5M → $82.3M (-$17.2M)
98% less call options, than puts
Call options by funds: $12K | Put options by funds: $677K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
+$1.96M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$958K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$913K |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$863K |
| 5 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$699K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.28M |
| 2 |
MC
Muzinich & Co
New York
|
-$898K |
| 3 |
D.E. Shaw & Co
New York
|
-$644K |
| 4 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
-$555K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$512K |
FDUS Hedge Fund Activity: Q4 2018 in Review
74 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2018, worth a combined $82.3M — down 17% from $99.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FDUS positions and 8 closed out — a net gain of 7 holders — while 24 added to existing stakes and 20 trimmed.
The largest buyer was Ares Management, adding an estimated $1.96M. The largest seller was Raymond James & Associates, cutting an estimated $1.28M.
- 74 institutional investors held Fidus Investment (FDUS) as of Q4 2018, up from 67 in Q3 2018.
- Funds reported $82.3M of Fidus Investment stock for Q4 2018, down 17% quarter-over-quarter.
- 15 funds opened new Fidus Investment positions in Q4 2018 and 8 closed out, a net change of +7 holders.
- The largest Fidus Investment buyer in Q4 2018 was Ares Management, an estimated $1.96M added.
- The largest Fidus Investment seller in Q4 2018 was Raymond James & Associates, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2018.