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Ares Capital
ARCC

Overview Fund Activity

516 hedge funds and large institutions have $2.77B invested in Ares Capital in 2019 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 199 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+38
Holders Change %
+7.95%
% of All Funds
10.19%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
76
Increased
199
Reduced
129
Closed
34
Calls
$24M
Puts
$150M
Net Calls
-$127M
Net Calls Change
-$20.8M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$66.3M
2
Jane Street
Jane Street
New York
$20.8M
3
Millennium Management
Millennium Management
New York
$19.5M
4
Morgan Stanley
Morgan Stanley
New York
$143M
5
CS
Credit Suisse
Switzerland
$14.6M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
$79.6M
2
CCP
Clough Capital Partners
Massachusetts
$20.2M
3
Citadel Advisors
Citadel Advisors
Florida
$6.48M
4
Two Sigma Investments
Two Sigma Investments
New York
$1.38M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$659K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
301
Perennial Investment Advisors
California
$469K +$469K +25,154 New
SW
302
SVB Wealth
Massachusetts
$466K +$466K +25,000 New
PFP
303
Pinnacle Financial Partners
Tennessee
$459K – – –
MWM
304
Merriman Wealth Management
Washington
$457K +$19K +1,017 +4%
IWS
305
Insight Wealth Strategies
California
$456K +$170K +9,122 +60%
PCM
306
Prelude Capital Management
New York
$446K +$300K +16,100 +206%
AWA
307
Arete Wealth Advisors
Illinois
$444K -$5.82K -312 -1%
FLPIM
308
F.L. Putnam Investment Management
Massachusetts
$436K -$895 -48 -0.2%
APW
309
Aurora Private Wealth
New Jersey
$436K +$436K +23,387 New
MC
310
Moors & Cabot
Massachusetts
$427K -$18.5K -994 -4%
SXL
311
Summit X LLC
Missouri
$421K +$2.89K +155 +0.7%
AAS
312
Avantax Advisory Services
Texas
$417K +$127K +6,814 +44%
Mirae Asset Global Investments
313
Mirae Asset Global Investments
South Korea
$407K -$66.6K -3,575 -14%
OIA
314
Optimum Investment Advisors
Illinois
$406K +$62.2K +3,334 +18%
WT
315
Whittier Trust
California
$404K – – –
CFA
316
CWS Financial Advisors
Michigan
$404K +$404K +21,644 New
CPP
317
Crow Point Partners
Massachusetts
$399K +$399K +21,520 New
PPW
318
Parcion Private Wealth
Washington
$391K +$391K +20,982 New
BA
319
Bard Associates
Illinois
$385K -$6.52K -350 -2%
CAN
320
Claraphi Advisory Network
United States
$384K -$82.7K -4,436 -18%
KWM
321
Kingsview Wealth Management
Oregon
$381K +$381K +20,447 New
PTC
322
Private Trust Company
Ohio
$373K – – –
BHBT
323
Burke & Herbert Bank & Trust
Virginia
$373K – – –
SWM
324
Selective Wealth Management
Virginia
$369K -$9.57K -513 -3%
RhumbLine Advisers
325
RhumbLine Advisers
Massachusetts
$364K +$727 +39 +0.2%
11 12
13
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