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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
+$68.7M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$21.2M
3
NWM
Nicola Wealth Management
British Columbia, Canada
+$13.8M
4
TG
TCW Group
California
+$10.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.66M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$21.5M
2
SI
Stephens Inc
Arkansas
-$11.6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$9.56M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
326
TCTC Holdings
Texas
$374K +$374K +20,000 New
PFP
327
Pinnacle Financial Partners
Tennessee
$368K – – –
WRM
328
Weybosset Research & Management
Rhode Island
$365K -$581 -31 -0.2%
WEPOG
329
Wealth Enhancement & Preservation of GA
Georgia
$364K -$7.88K -409 -2%
AIP
330
Almanack Investment Partners
Pennsylvania
$359K +$359K +19,204 New
CA
331
Clearstead Advisors
Ohio
$355K – – –
HT
332
Heritage Trust
Oklahoma
$355K +$46.6K +2,489 +15%
AWA
333
Arete Wealth Advisors
Illinois
$351K +$337 +18 +0.1%
WFC
334
Western Financial Corp
California
$350K +$7.26K +388 +2%
EWA
335
Exencial Wealth Advisors
Oklahoma
$340K -$93.9K -5,022 -22%
WWM
336
Western Wealth Management
Colorado
$336K -$9.19K -491 -3%
BW
337
Bison Wealth
Georgia
$331K +$20.2K +1,081 +6%
CIBC Asset Management
338
CIBC Asset Management
Ontario, Canada
$329K +$15.5K +830 +5%
RhumbLine Advisers
339
RhumbLine Advisers
Massachusetts
$323K -$2.49K -133 -0.8%
VFA
340
Voya Financial Advisors
Connecticut
$323K – – –
MRCM
341
M&R Capital Management
New Jersey
$321K +$69.3K +3,710 +28%
DWM
342
Doyle Wealth Management
Florida
$319K – – –
WKWM
343
Walter & Keenan Wealth Management
Indiana
$318K – – –
AFC
344
Adaptive Financial Consulting
Ohio
$315K – – –
FFWM
345
Future Financial Wealth Management
Ohio
$314K – – –
PFO
346
Pathstone Family Office
New Jersey
$311K +$393 +21 +0.1%
LA
347
LVW Advisors
New York
$310K – – –
VVP
348
Venture Visionary Partners
Ohio
$310K +$61.8K +3,305 +25%
NA
349
NewEdge Advisors
Louisiana
$307K -$28.8K -1,538 -9%
ANI
350
American National Insurance
Texas
$303K – – –
12 13
14
15 16