Fidus Investment
FDUS
100 hedge funds and large institutions have $98.2M 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.
41,650% more call options, than puts
Call options by funds: $835K | Put options by funds: $2K
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
20% more capital invested
Capital invested by funds: $81.5M → $98.2M (+$16.6M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$1.83M |
| 2 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$1.3M |
| 3 |
Millennium Management
New York
|
+$1.07M |
| 4 |
Morgan Stanley
New York
|
+$947K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$883K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$722K |
| 2 |
PWS
Peterson Wealth Services
South Ogden,
Utah
|
-$671K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$491K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$464K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$448K |
FDUS Hedge Fund Activity: Q4 2022 in Review
100 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2022, worth a combined $98.2M — up 20% 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 $98.2M of Fidus Investment stock for Q4 2022, up 20% 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.