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Ares Capital
ARCC

Overview Fund Activity

525 hedge funds and large institutions have $2.23B invested in Ares Capital in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 174 increasing their positions, 152 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+38
Holders Change %
+7.8%
% of All Funds
9.32%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
98
Increased
174
Reduced
152
Closed
52
Calls
$43.8M
Puts
$39.6M
Net Calls
+$4.21M
Net Calls Change
+$2.44M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$40.2M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$53M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$170M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.4M
2
CCP
Clough Capital Partners
Massachusetts
$0
3
Deutsche Bank
Deutsche Bank
Germany
$1.77M
4
Wells Fargo
Wells Fargo
California
$53.6M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
251
Comerica Bank
Texas
$552K +$105K +5,975 +23%
MNBTD
252
Moody National Bank Trust Division
Texas
$547K – – –
PTC
253
Private Trust Company
Ohio
$537K – – –
Goldman Sachs
254
Goldman Sachs
New York
$523K +$131K +7,758 +33%
KPW
255
Kore Private Wealth
New York
$517K – – –
RIL
256
Rothschild Investment LLC
Illinois
$516K -$219K -13,000 -30%
CG
257
Colony Group
Massachusetts
$513K -$237K -14,032 -32%
CAN
258
Claraphi Advisory Network
United States
$510K +$66.2K +3,923 +15%
WT
259
Whittier Trust
California
$509K -$2.9K -172 -0.6%
AWM
260
AllSquare Wealth Management
New York
$508K -$28.7K -1,700 -5%
CCM
261
Community Capital Management
Florida
$507K -$507K -30,000 -50%
PPW
262
Parcion Private Wealth
Washington
$497K +$143K +8,446 +40%
QT
263
Quantbot Technologies
New York
$491K +$491K +29,079 New
PAMG
264
Patton Albertson Miller Group
Tennessee
$490K -$232K -12,950 -32%
HB
265
Homrich & Berg
Georgia
$490K -$25.8K -1,527 -5%
MMA
266
Miracle Mile Advisors
California
$486K -$147K -8,693 -23%
AIP
267
Ahrens Investment Partners
Louisiana
$482K -$174K -10,300 -27%
ACM
268
Ascendant Capital Management
California
$481K +$481K +28,500 New
FAIM
269
Financial Advocates Investment Management
Washington
$480K – – –
KeyBank National Association
270
KeyBank National Association
Ohio
$479K +$8.1K +480 +2%
MWM
271
Merriman Wealth Management
Washington
$465K +$23.3K +1,377 +5%
DJSG
272
D.J. St. Germain
Massachusetts
$456K – – –
HWA
273
Heritage Wealth Advisors
Virginia
$454K +$53.7K +3,180 +13%
MWC
274
MBM Wealth Consultants
Missouri
$448K +$11.1K +660 +3%
MIAN
275
Mariner Independent Advisor Network
Kansas
$440K +$84 +5 +0%
9 10
11
12 13