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Fidus Investment
FDUS

89 hedge funds and large institutions have $81.5M invested in Fidus Investment in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,913% more call options, than puts

Call options by funds: $721K | Put options by funds: $8K

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

5% more funds holding

Funds holding: 85 → 89 (+4)

1% more capital invested

Capital invested by funds: $81M → $81.5M (+$583K)

0.34% more ownership

Funds ownership: 19.08% → 19.42% (+0.34%)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
27
Closed
7
Calls
$721K
Puts
$8K
Net Calls
+$713K
Net Calls Change
+$91K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$950K
2
QC
Quadrature Capital
United Kingdom
+$568K
3
AWM
AE Wealth Management
Kansas
+$512K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$336K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$307K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$989K
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$622K
3
VanEck Associates
VanEck Associates
New York
-$505K
4
Group One Trading
Group One Trading
Illinois
-$239K
5
BRWA
B. Riley Wealth Advisors
Florida
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$12.9M +$68.1K +3,592 +0.5%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.3M +$336K +17,696 +3%
VanEck Associates
3
VanEck Associates
New York
$5.2M -$505K -26,648 -8%
Morgan Stanley
4
Morgan Stanley
New York
$5.18M -$989K -52,147 -15%
AAM
5
Advisors Asset Management
Colorado
$4.72M +$297K +15,667 +6%
BlackRock
6
BlackRock
New York
$3.21M +$124K +6,558 +4%
NCM
7
Novare Capital Management
North Carolina
$3.12M +$297K +15,685 +9%
Legal & General Group
8
Legal & General Group
United Kingdom
$2.67M +$177K +9,336 +6%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$2.29M -$622K -32,800 -20%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.83M -$118K -6,232 -6%
NA
11
NewEdge Advisors
Louisiana
$1.23M +$148K +7,803 +12%
MC
12
Muzinich & Co
New York
$1.19M – – –
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$1.19M – – –
Citadel Advisors
14
Citadel Advisors
Florida
$1.16M +$950K +50,089 +290%
Truist Financial
15
Truist Financial
North Carolina
$1.15M -$76.1K -4,012 -6%
QC
16
Quadrature Capital
United Kingdom
$1.07M +$568K +29,942 +92%
EBT
17
Enterprise Bank & Trust
Massachusetts
$961K – – –
LCWP
18
Legacy Capital Wealth Partners
Arkansas
$937K +$33.6K +1,772 +3%
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
$899K -$52.8K -2,784 -5%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$884K -$6.33K -334 -0.6%
UBS Group
21
UBS Group
Switzerland
$814K -$192K -10,151 -18%
AR
22
Advisory Research
Illinois
$788K -$21.9K -1,154 -2%
OHWP
23
Oak Harbor Wealth Partners
North Carolina
$722K +$2.73K +144 +0.3%
RJT
24
Raymond James Trust
Florida
$717K +$173K +9,132 +28%
PWS
25
Peterson Wealth Services
Utah
$671K +$192K +10,105 +35%
1
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FDUS Hedge Fund Activity: Q3 2022 in Review

89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2022, worth a combined $81.5M — up 0.72% from $81M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDUS positions and 7 closed out — a net gain of 4 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $950K. The largest seller was Morgan Stanley, cutting an estimated $989K.

  • 89 institutional investors held Fidus Investment (FDUS) as of Q3 2022, up from 85 in Q2 2022.
  • Funds reported $81.5M of Fidus Investment stock for Q3 2022, up 0.72% quarter-over-quarter.
  • 11 funds opened new Fidus Investment positions in Q3 2022 and 7 closed out, a net change of +4 holders.
  • The largest Fidus Investment buyer in Q3 2022 was Citadel Advisors, an estimated $950K added.
  • The largest Fidus Investment seller in Q3 2022 was Morgan Stanley, an estimated $989K sold.

Based on aggregated 13F filings for Q3 2022.