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Fidus Investment

112 hedge funds and large institutions have $168M invested in Fidus Investment in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $599K | Put options by funds: $243K

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $150M → $168M (+$17.4M)

1% more funds holding

Funds holding: 111112 (+1)

0.38% more ownership

Funds ownership: 23.14%23.52% (+0.38%)

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
27
Closed
15
Calls
$599K
Puts
$243K
Net Calls
+$356K
Net Calls Change
-$964K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$20.5M +$19.8M +977,123 New
VanEck Associates
2
VanEck Associates
New York
$17.2M +$195K +9,600 +1%
Invesco
3
Invesco
Georgia
$11.4M -$1.31M -64,521 -11%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.38M +$973K +48,034 +19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.32M +$1.02M +50,447 +20%
Morgan Stanley
6
Morgan Stanley
New York
$5.97M -$3.29M -162,469 -36%
CM
7
Columbus Macro
Pennsylvania
$5.61M +$5.41M +266,895 New
Two Sigma Advisers
8
Two Sigma Advisers
New York
$4.62M -$2.58M -127,400 -37%
Legal & General Group
9
Legal & General Group
United Kingdom
$4.62M -$104K -5,148 -2%
Two Sigma Investments
10
Two Sigma Investments
New York
$4.52M -$2.05M -101,353 -32%
AAM
11
Advisors Asset Management
Colorado
$4.34M -$31.8K -1,569 -0.8%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.07M +$3.93M +193,707 New
NCM
13
Novare Capital Management
North Carolina
$3.98M -$3.44K -170 -0.1%
PA
14
PFG Advisors
Arizona
$3.85M +$38K +1,875 +1%
BlackRock
15
BlackRock
New York
$2.96M +$599K +29,547 +27%
Franklin Resources
16
Franklin Resources
California
$2.59M +$138K +6,829 +6%
NA
17
NewEdge Advisors
Louisiana
$2.55M -$279K -13,749 -10%
GA
18
GraniteShares Advisors
New York
$2.45M -$7.86K -388 -0.3%
UBS Group
19
UBS Group
Switzerland
$2.45M +$972K +47,973 +70%
Ameriprise
20
Ameriprise
Minnesota
$2.02M +$156K +7,721 +9%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.85M +$1.11M +54,722 +165%
MWM
22
MGB Wealth Management
Texas
$1.85M
DIP
23
Davis Investment Partners
North Carolina
$1.84M -$40.5K -2,000 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$1.81M +$1.68M +82,667 +2,515%
TI
25
Trexquant Investment
Connecticut
$1.77M -$666K -32,857 -28%

FDUS Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2024, worth a combined $168M — up 12% from $150M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 15 closed out — a net gain of 5 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Columbus Macro, opening a new position worth an estimated $5.41M. The largest seller was Morgan Stanley, cutting an estimated $3.29M.

  • 112 institutional investors held Fidus Investment (FDUS) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $168M of Fidus Investment stock for Q4 2024, up 12% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q4 2024 and 15 closed out, a net change of +5 holders.
  • The largest Fidus Investment buyer in Q4 2024 was Columbus Macro, an estimated $5.41M added.
  • The largest Fidus Investment seller in Q4 2024 was Morgan Stanley, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.