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Ares Capital
ARCC

Overview Fund Activity

644 hedge funds and large institutions have $4.13B invested in Ares Capital in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 282 increasing their positions, 162 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+17
Holders Change %
+2.71%
% of All Funds
10.39%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
88
Increased
282
Reduced
162
Closed
55
Calls
$50.7M
Puts
$255M
Net Calls
-$204M
Net Calls Change
-$14.2M

Top Buyers

1
CSA
Cottage Street Advisors
Massachusetts
+$488M
2
Marshall Wace
Marshall Wace
United Kingdom
+$53.3M
3
Goldman Sachs
Goldman Sachs
New York
+$16.2M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$6.17M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.84M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$423M
2
NWM
Nicola Wealth Management
British Columbia, Canada
-$17.9M
3
PR
Payden & Rygel
California
-$16.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$15.2M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
226
WealthPlan Investment Management
Nebraska
$1.24M -$612K -31,043 -33%
WP
227
WealthPLAN Partners
Nebraska
$1.24M +$1.24M +63,054 New
TYCC
228
Texas Yale Capital Corp
Florida
$1.24M -$739 -40 -0.1%
UCFA
229
United Capital Financial Advisors
Texas
$1.19M -$67.1K -3,635 -5%
CCB
230
Cutter & Co Brokerage
Missouri
$1.18M -$38.5K -2,086 -3%
FM
231
Family Management
New York
$1.18M +$128K +6,940 +12%
EBA
232
Eagle Bay Advisors
New York
$1.18M +$24.9K +1,348 +2%
CCFM
233
Clear Creek Financial Management
Washington
$1.17M +$2.57K +139 +0.2%
AWM
234
Apollon Wealth Management
South Carolina
$1.16M +$53.3K +2,884 +5%
PA
235
PFG Advisors
Arizona
$1.15M +$103K +5,580 +10%
GA
236
GoalVest Advisory
New York
$1.15M +$94.6K +5,120 +9%
DM
237
Delphi Management
Massachusetts
$1.14M +$1.14M +61,450 New
JIC
238
Johnson Investment Counsel
Ohio
$1.13M -$36.3K -1,966 -3%
CIG
239
Cascade Investment Group
Colorado
$1.13M +$1.13M +60,942 New
National Bank of Canada
240
National Bank of Canada
Quebec, Canada
$1.13M +$321K +17,409 +40%
SS
241
Sunbelt Securities
Texas
$1.11M +$47.5K +2,574 +4%
LF
242
Lantz Financial
Illinois
$1.11M +$9.14K +495 +0.8%
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
$1.07M +$149K +8,074 +16%
BHPW
244
Beverly Hills Private Wealth
California
$1.07M +$1.07M +57,669 New
CC
245
Claybrook Capital
Massachusetts
$1.06M +$72K +3,900 +7%
CANY
246
Caxton Associates (New York)
New York
$1.06M +$1.06M +57,445 New
HWAM
247
Hennion & Walsh Asset Management
New Jersey
$1.06M -$87.2K -4,720 -8%
Victory Capital Management
248
Victory Capital Management
Texas
$1.05M -$517 -28 -0%
NWM
249
NEIRG Wealth Management
Massachusetts
$1.05M +$133K +7,190 +15%
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$1.04M -$135K -7,184 -11%
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