ARCC icon

Ares Capital
ARCC

Overview Fund Activity

535 hedge funds and large institutions have $2.53B invested in Ares Capital in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 162 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+10
Holders Change %
+1.9%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
64
Increased
189
Reduced
162
Closed
48
Calls
$47.2M
Puts
$25.1M
Net Calls
+$22.1M
Net Calls Change
+$17.9M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$104M
2
Allianz Asset Management
Allianz Asset Management
Germany
$21.2M
3
NWM
Nicola Wealth Management
British Columbia, Canada
$16.7M
4
TG
TCW Group
California
$12.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.1M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$21.8M
2
SI
Stephens Inc
Arkansas
$17.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Two Sigma Advisers
Two Sigma Advisers
New York
$26.7M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Cornerstone Advisory
Maryland
$650K +$18.7K +1,000 +3%
WCM
252
Whitener Capital Management
North Carolina
$646K -$29.9K -1,600 -4%
LWM
253
Laidlaw Wealth Management
New York
$646K +$7.63K +408 +1%
EFS
254
Essex Financial Services
Connecticut
$627K +$179K +9,552 +40%
RIG
255
Roosevelt Investment Group
New York
$611K -$4.19K -224 -0.7%
SWM
256
Spire Wealth Management
Virginia
$607K +$607K +55,552 New
MNBTD
257
Moody National Bank Trust Division
Texas
$606K – – –
AAS
258
Avantax Advisory Services
Texas
$606K +$163K +8,715 +37%
SIC
259
Samalin Investment Counsel
New York
$600K -$32.3K -1,728 -5%
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$600K -$30.1K -1,606 -5%
Comerica Bank
261
Comerica Bank
Texas
$594K -$22.3K -1,140 -4%
AWM
262
AllSquare Wealth Management
New York
$591K +$28.1K +1,500 +5%
CAN
263
Claraphi Advisory Network
United States
$589K +$23.9K +1,279 +4%
MIAN
264
Mariner Independent Advisor Network
Kansas
$586K +$98.9K +5,287 +20%
Fidelity International
265
Fidelity International
Bermuda
$584K +$584K +31,235 New
KPW
266
Kore Private Wealth
New York
$573K – – –
RIL
267
Rothschild Investment LLC
Illinois
$572K – – –
MMA
268
Miracle Mile Advisors
California
$572K +$33.7K +1,800 +6%
SPIA
269
Steward Partners Investment Advisory
New York
$568K +$87.7K +4,688 +18%
FAIM
270
Financial Advocates Investment Management
Washington
$558K +$26.9K +1,438 +5%
PPW
271
Parcion Private Wealth
Washington
$551K – – –
PTC
272
Private Trust Company
Ohio
$543K -$52.4K -2,801 -9%
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$530K +$530K +28,330 New
RA
274
RFG Advisory
Alabama
$524K +$48.8K +2,604 +10%
MWM
275
Merriman Wealth Management
Washington
$515K -$19 -1 -0%
9 10
11
12 13