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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 %
RFA
251
Register Financial Advisors
Georgia
$1.04M +$1.04M +56,302 New
ADIM
252
Alpha DNA Investment Management
Maryland
$1.04M +$1.04M +56,288 New
ACM
253
Ayrshire Capital Management
Connecticut
$1.03M +$51.9K +2,809 +5%
ECM
254
ExodusPoint Capital Management
New York
$1.03M +$158K +8,530 +18%
CW
255
CreativeOne Wealth
Kansas
$1.02M +$198K +10,723 +24%
ARC
256
Advisor Resource Council
Texas
$1M -$2.38K -129 -0.2%
ASN
257
Advisory Services Network
Georgia
$991K +$70.5K +3,817 +8%
BAMF
258
BI Asset Management Fondsmaeglerselskab
Denmark
$990K +$990K +53,575 New
BMWM
259
Brown Miller Wealth Management
Virginia
$988K +$794 +43 +0.1%
BAAM
260
Baker Avenue Asset Management
California
$983K +$379K +20,545 +63%
KWM
261
Kingsview Wealth Management
Oregon
$978K +$96.9K +5,244 +11%
1IA
262
1620 Investment Advisors
Massachusetts
$978K +$11.3K +613 +1%
GIM
263
Guild Investment Management
California
$971K -$233K -12,605 -19%
Bessemer Group
264
Bessemer Group
New Jersey
$970K – – –
CG
265
Cynosure Group
Utah
$965K +$14K +758 +1%
AWS
266
AJ Wealth Strategies
New York
$943K -$37.4K -2,026 -4%
RIL
267
Rothschild Investment LLC
Illinois
$938K +$158K +8,564 +20%
SBIA
268
Sheaff Brock Investment Advisors
Indiana
$937K +$3.33K +180 +0.4%
MLA
269
My Legacy Advisors
Oregon
$936K +$98.7K +5,015 +12%
M&T Bank
270
M&T Bank
New York
$909K +$401K +21,694 +79%
AA
271
Ancora Advisors
Ohio
$897K -$60.8K -3,290 -6%
US Bancorp
272
US Bancorp
Minnesota
$889K -$31.8K -1,720 -3%
GAM
273
Griffin Asset Management
New York
$881K +$9.35K +506 +1%
AIMCA
274
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$874K – – –
CWM
275
Castle Wealth Management
Florida
$873K +$113K +6,113 +15%
9 10
11
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