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Fidus Investment
FDUS

115 hedge funds and large institutions have $152M invested in Fidus Investment in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $241K

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

4% more funds holding

Funds holding: 111 → 115 (+4)

2% more capital invested

Capital invested by funds: $149M → $152M (+$3.05M)

0.1% more ownership

Funds ownership: 24.66% → 24.76% (+0.1%)

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
42
Reduced
34
Closed
7
Calls
$1.01M
Puts
$241K
Net Calls
+$769K
Net Calls Change
-$1.18M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.64M
2
VanEck Associates
VanEck Associates
New York
+$2.48M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$1.55M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.53M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.05M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.33M
2
QC
Quadrature Capital
United Kingdom
-$1.74M
3
Invesco
Invesco
Georgia
-$1.15M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.13M
5
JF
Jump Financial
Illinois
-$614K
Name Holding Trade Value Shares
Change 		Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$14.1M +$2.48M +125,011 +21%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$11M +$3.64M +183,400 +48%
RJA
3
Raymond James & Associates
Florida
$10.8M -$8.36K -421 -0.1%
Invesco
4
Invesco
Georgia
$10.6M -$1.15M -57,973 -10%
Two Sigma Investments
5
Two Sigma Investments
New York
$8.86M +$1.53M +76,930 +20%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.09M -$352K -17,717 -4%
Morgan Stanley
7
Morgan Stanley
New York
$7.73M +$305K +15,356 +4%
Legal & General Group
8
Legal & General Group
United Kingdom
$4.82M +$141K +7,105 +3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.55M +$712K +35,861 +18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.4M +$665K +33,474 +17%
AAM
11
Advisors Asset Management
Colorado
$3.71M -$335K -16,854 -8%
NCM
12
Novare Capital Management
North Carolina
$3.68M -$5.96K -300 -0.2%
PA
13
PFG Advisors
Arizona
$3.48M +$134K +6,735 +4%
Millennium Management
14
Millennium Management
New York
$3.09M -$3.33M -167,500 -51%
NA
15
NewEdge Advisors
Louisiana
$2.38M +$206K +10,364 +9%
GA
16
GraniteShares Advisors
New York
$1.91M +$243K +12,232 +14%
BlackRock
17
BlackRock
New York
$1.87M -$4.11K -207 -0.2%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$1.8M +$1.05M +53,106 +135%
Ameriprise
19
Ameriprise
Minnesota
$1.8M -$92.1K -4,638 -5%
DIP
20
Davis Investment Partners
North Carolina
$1.79M -$110K -5,555 -6%
MWM
21
MGB Wealth Management
Texas
$1.74M +$11.9K +598 +0.7%
Franklin Resources
22
Franklin Resources
California
$1.66M +$471K +23,712 +39%
FCM
23
FJ Capital Management
Virginia
$1.6M -$432K -21,738 -21%
LCWP
24
Legacy Capital Wealth Partners
Arkansas
$1.52M +$1.55M +78,060 New
LPL Financial
25
LPL Financial
California
$1.48M -$44.6K -2,245 -3%
1
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FDUS Hedge Fund Activity: Q2 2024 in Review

115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2024, worth a combined $152M — up 2% from $149M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDUS positions and 7 closed out — a net gain of 7 holders — while 42 added to existing stakes and 34 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $3.64M. The largest seller was Millennium Management, cutting an estimated $3.33M.

  • 115 institutional investors held Fidus Investment (FDUS) as of Q2 2024, up from 111 in Q1 2024.
  • Funds reported $152M of Fidus Investment stock for Q2 2024, up 2% quarter-over-quarter.
  • 14 funds opened new Fidus Investment positions in Q2 2024 and 7 closed out, a net change of +7 holders.
  • The largest Fidus Investment buyer in Q2 2024 was Two Sigma Advisers, an estimated $3.64M added.
  • The largest Fidus Investment seller in Q2 2024 was Millennium Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2024.