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Ares Capital
ARCC

Overview Fund Activity

702 hedge funds and large institutions have $3.74B invested in Ares Capital in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 270 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+50
Holders Change %
+7.67%
% of All Funds
10.29%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
102
Increased
270
Reduced
202
Closed
41
Calls
$64.3M
Puts
$153M
Net Calls
-$88.6M
Net Calls Change
-$12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$548M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$20M
3
Citadel Advisors
Citadel Advisors
Florida
$31.5M
4
VanEck Associates
VanEck Associates
New York
$166M
5
UBS Group
UBS Group
Switzerland
$61M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$226M
2
Northern Trust
Northern Trust
Illinois
$805K
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$1.38M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$5.07M
5
Osaic Holdings
Osaic Holdings
Arizona
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
226
NewEdge Wealth
Pennsylvania
$1.5M +$1.5M +74,730 New
GA
227
GraniteShares Advisors
New York
$1.48M +$1.48M +73,675 New
Nomura Holdings
228
Nomura Holdings
Japan
$1.46M -$2.8M -139,546 -66%
SWM
229
SeaCrest Wealth Management
New York
$1.46M +$121K +5,905 +9%
AWM
230
Apollon Wealth Management
South Carolina
$1.45M +$49.1K +2,452 +4%
SFG
231
StrategIQ Financial Group
Indiana
$1.44M -$65.7K -3,280 -4%
RPSA
232
Richard P. Slaughter Associates
Texas
$1.43M +$1.43M +71,418 New
Tudor Investment Corp
233
Tudor Investment Corp
Connecticut
$1.38M -$10.9M -545,104 -89%
CIG
234
Cascade Investment Group
Colorado
$1.36M +$65.1K +3,250 +5%
CCB
235
Cutter & Co Brokerage
Missouri
$1.35M +$25.6K +1,279 +2%
NA
236
NewEdge Advisors
Louisiana
$1.35M +$26.3K +1,294 +2%
TYCC
237
Texas Yale Capital Corp
Florida
$1.34M – – –
SCI
238
Stableford Capital II
Arizona
$1.33M -$21.6K -1,065 -2%
Bessemer Group
239
Bessemer Group
New Jersey
$1.33M – – –
KCFA
240
Key Client Fiduciary Advisors
New Jersey
$1.32M -$77.3K -3,859 -6%
National Bank of Canada
241
National Bank of Canada
Quebec, Canada
$1.31M -$26.6K -1,331 -2%
DBRC
242
D.B. Root & Company
Pennsylvania
$1.29M -$3.41K -170 -0.3%
CCFM
243
Clear Creek Financial Management
Washington
$1.28M +$53.2K +2,658 +4%
EFS
244
Essex Financial Services
Connecticut
$1.27M -$10.3K -516 -0.8%
MWC
245
MBM Wealth Consultants
Missouri
$1.26M +$115K +5,616 +10%
SWM
246
Spire Wealth Management
Virginia
$1.25M +$18.5K +910 +2%
CIA
247
Concurrent Investment Advisors
Florida
$1.24M +$1.24M +62,087 New
BMWM
248
Brown Miller Wealth Management
Virginia
$1.22M +$115K +5,762 +10%
TPA
249
Trivium Point Advisory
Connecticut
$1.2M -$215K -10,740 -15%
LF
250
Lantz Financial
Illinois
$1.2M +$38.7K +1,934 +3%
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