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Fidus Investment
FDUS

100 hedge funds and large institutions have $377M invested in Fidus Investment in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

41,650% more call options, than puts

Call options by funds: $835K | Put options by funds: $2K

362% more capital invested

Capital invested by funds: $81.5M → $377M (+$295M)

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

12% more funds holding

Funds holding: 89 → 100 (+11)

1.66% more ownership

Funds ownership: 19.42% → 21.08% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
29
Closed
8
Calls
$835K
Puts
$2K
Net Calls
+$833K
Net Calls Change
+$120K

Top Buyers

1
PA
PFG Advisors
Arizona
+$1.83M
2
WWM
WT Wealth Management
Arizona
+$1.3M
3
Millennium Management
Millennium Management
New York
+$1.07M
4
Morgan Stanley
Morgan Stanley
New York
+$947K
5
Citadel Advisors
Citadel Advisors
Florida
+$883K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$722K
2
PWS
Peterson Wealth Services
Utah
-$671K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$491K
4
AWM
AE Wealth Management
Kansas
-$464K
5
AAM
Advisors Asset Management
Colorado
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$279M – – –
RJA
2
Raymond James & Associates
Florida
$13.5M -$722K -37,983 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M -$491K -25,853 -4%
Morgan Stanley
4
Morgan Stanley
New York
$6.68M +$947K +49,833 +17%
VanEck Associates
5
VanEck Associates
New York
$6.03M +$271K +14,256 +5%
AAM
6
Advisors Asset Management
Colorado
$4.78M -$448K -23,568 -9%
BlackRock
7
BlackRock
New York
$3.65M +$97.9K +5,152 +3%
NCM
8
Novare Capital Management
North Carolina
$3.4M -$57.8K -3,040 -2%
Legal & General Group
9
Legal & General Group
United Kingdom
$3.18M +$223K +11,715 +8%
PA
10
PFG Advisors
Arizona
$2.56M +$1.83M +96,179 +251%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$2.25M -$289K -15,200 -11%
Citadel Advisors
12
Citadel Advisors
Florida
$2.17M +$883K +46,464 +69%
DIP
13
Davis Investment Partners
North Carolina
$2.15M +$1.99M +104,943 New
Two Sigma Investments
14
Two Sigma Investments
New York
$2.02M -$11.3K -595 -0.6%
NA
15
NewEdge Advisors
Louisiana
$1.51M +$167K +8,811 +12%
Millennium Management
16
Millennium Management
New York
$1.39M +$1.07M +56,183 +331%
WWM
17
WT Wealth Management
Arizona
$1.3M +$1.3M +68,553 New
LCWP
18
Legacy Capital Wealth Partners
Arkansas
$1.19M +$147K +7,759 +14%
EBT
19
Enterprise Bank & Trust
Massachusetts
$1.06M – – –
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$1.06M -$252K -13,262 -19%
MC
21
Muzinich & Co
New York
$1.06M -$252K -13,262 -19%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.01M +$428K +22,540 +74%
Truist Financial
23
Truist Financial
North Carolina
$987K -$289K -15,227 -23%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$959K -$19.6K -1,031 -2%
LPL Financial
25
LPL Financial
California
$956K +$232K +12,181 +32%
1
2 3 4 5

FDUS Hedge Fund Activity: Q4 2022 in Review

100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2022, worth a combined $377M — up 362% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 8 closed out — a net gain of 12 holders — while 31 added to existing stakes and 29 trimmed.

The largest buyer was PFG Advisors, adding an estimated $1.83M. The largest seller was Raymond James & Associates, cutting an estimated $722K.

  • 100 institutional investors held Fidus Investment (FDUS) as of Q4 2022, up from 89 in Q3 2022.
  • Funds reported $377M of Fidus Investment stock for Q4 2022, up 362% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q4 2022 and 8 closed out, a net change of +12 holders.
  • The largest Fidus Investment buyer in Q4 2022 was PFG Advisors, an estimated $1.83M added.
  • The largest Fidus Investment seller in Q4 2022 was Raymond James & Associates, an estimated $722K sold.

Based on aggregated 13F filings for Q4 2022.