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SpiderRock Advisors’s Ares Capital ARCC Stock Holding History

SpiderRock Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.81M Buy
134,314
+71,403
+113% +$1.48M 0.04% 250
2024
Q2 		$1.31M Hold
62,911
– – 0.03% 366
2024
Q1 		$1.26M Buy
+62,911
New +$1.27M 0.03% 357
2017
Q1 		– Hold
0
– – – 871

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

SpiderRock Advisors's ARCC Position: Q3 2024 in Review

SpiderRock Advisors increased its Ares Capital (ARCC) stake by 113% in Q3 2024, buying an estimated $1.48M and bringing the position to 134,314 shares worth $2.81M. The position accounts for 0.04% of the portfolio, ranked #250.

SpiderRock Advisors first reported a position in ARCC in Q1 2024 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold ARCC as of Q3 2024.

  • SpiderRock Advisors held 134,314 shares of Ares Capital worth $2.81M as of Q3 2024.
  • SpiderRock Advisors bought 71,403 Ares Capital shares in Q3 2024, an estimated $1.48M.
  • Ares Capital made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #250 holding.
  • SpiderRock Advisors first reported a position in Ares Capital in Q1 2024 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held Ares Capital as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.