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Ares Capital
ARCC

Overview Fund Activity

508 hedge funds and large institutions have $1.51B invested in Ares Capital in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 177 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-8
Holders Change %
-1.55%
% of All Funds
11.22%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.24%
New
72
Increased
177
Reduced
177
Closed
75
Calls
$16.5M
Puts
$37.9M
Net Calls
-$21.4M
Net Calls Change
+$105M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$24.5M
2
AMH
Apollo Management Holdings
New York
+$16.2M
3
RCM
Rivernorth Capital Management
Florida
+$13.1M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$12.8M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$10.9M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
-$45.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$21.5M
3
CCP
Clough Capital Partners
Massachusetts
-$20.2M
4
Brown Advisory
Brown Advisory
Maryland
-$16M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
326
HBK Sorce Advisory
Pennsylvania
$208K – – –
SWM
327
Segment Wealth Management
Texas
$208K – – –
VFA
328
Voya Financial Advisors
Connecticut
$203K +$7.74K +726 +4%
EAM
329
Evanson Asset Management
California
$197K – – –
CPA
330
Cowen Prime Advisors
New York
$197K +$82.9K +7,700 +73%
WWM
331
Western Wealth Management
Colorado
$193K -$10.6K -982 -5%
CWP
332
Capital Wealth Planning
Florida
$193K +$193K +17,881 New
LWM
333
Laidlaw Wealth Management
New York
$187K +$7.53K +700 +4%
AIP
334
Ahrens Investment Partners
Louisiana
$185K -$489K -45,300 -73%
FNBOMD
335
First National Bank of Mount Dora
Florida
$183K +$183K +16,989 New
HB
336
Homrich & Berg
Georgia
$182K +$182K +16,888 New
LA
337
LVW Advisors
New York
$179K -$14.1K -1,310 -7%
HWA
338
Heritage Wealth Advisors
Virginia
$179K -$24K -2,225 -12%
DWM
339
Doyle Wealth Management
Florida
$178K -$5.39K -500 -3%
BHBT
340
Burke & Herbert Bank & Trust
Virginia
$176K -$40K -3,700 -19%
CIBC Asset Management
341
CIBC Asset Management
Ontario, Canada
$176K – – –
Geode Capital Management
342
Geode Capital Management
Massachusetts
$176K +$176K +16,464 New
ANRIA
343
American National Registered Investment Advisor
Texas
$175K – – –
ANI
344
American National Insurance
Texas
$175K – – –
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$174K – – –
GSWM
346
Golden State Wealth Management
California
$174K +$174K +16,119 New
WAAG
347
Wealth Alliance Advisory Group
Kansas
$173K +$32.4K +3,000 +23%
CA
348
Cornerstone Advisory
Maryland
$169K +$53.2K +4,929 +46%
SWM
349
Selective Wealth Management
Virginia
$168K -$45.3K -4,203 -21%
SIAP
350
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$161K – – –
12 13
14
15 16