Fidus Investment
FDUS
77 hedge funds and large institutions have $112M invested in Fidus Investment in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
3% more funds holding
Funds holding: 75 → 77 (+2)
1% more capital invested
Capital invested by funds: $111M → $112M (+$765K)
0.2% more ownership
Funds ownership: 30.58% → 30.78% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $13K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$3.49M |
| 2 |
Morgan Stanley
New York
|
+$2.27M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.1M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$994K |
| 5 |
VanEck Associates
New York
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.37M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$1.32M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.05M |
| 4 |
Two Sigma Investments
New York
|
-$760K |
| 5 |
STA
Summit Trail Advisors
New York
|
-$673K |
FDUS Hedge Fund Activity: Q4 2019 in Review
77 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2019, worth a combined $112M — up 0.69% from $111M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FDUS positions and 10 closed out — a net gain of 4 holders — while 28 added to existing stakes and 21 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $3.49M. The largest seller was Raymond James & Associates, cutting an estimated $1.37M.
- 77 institutional investors held Fidus Investment (FDUS) as of Q4 2019, up from 75 in Q3 2019.
- Funds reported $112M of Fidus Investment stock for Q4 2019, up 0.69% quarter-over-quarter.
- 14 funds opened new Fidus Investment positions in Q4 2019 and 10 closed out, a net change of +4 holders.
- The largest Fidus Investment buyer in Q4 2019 was Truist Financial, an estimated $3.49M added.
- The largest Fidus Investment seller in Q4 2019 was Raymond James & Associates, an estimated $1.37M sold.
Based on aggregated 13F filings for Q4 2019.