We are live on ! Find out more
ARCC icon

Ares Capital

526 hedge funds and large institutions have $2.23B invested in Ares Capital in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 174 increasing their positions, 153 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

21% more capital invested

Capital invested by funds: $1.84B → $2.23B (+$388M)

14% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 153

11% more call options, than puts

Call options by funds: $43.8M | Put options by funds: $39.6M

8% more funds holding

Funds holding: 488526 (+38)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.07% less ownership

Funds ownership: 31.39%31.32% (-0.07%)

Holders
526
Holders Change
+38
Holders Change %
+7.79%
% of All Funds
9.31%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
98
Increased
174
Reduced
153
Closed
52
Calls
$43.8M
Puts
$39.6M
Net Calls
+$4.21M
Net Calls Change
+$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
ANI
351
American National Insurance
Texas
$274K
ANRIA
352
American National Registered Investment Advisor
Texas
$274K
TF
353
Trek Financial
Arizona
$268K -$35.5K -2,289 -13%
BCM
354
Bayesian Capital Management
New York
$260K +$72.9K +4,700 +44%
CSPIA
355
Cary Street Partners Investment Advisory
Virginia
$258K +$118K +7,613 +99%
CFS
356
Capital Financial Services
New York
$255K +$234K +15,100 New
Mariner
357
Mariner
Kansas
$254K -$58K -3,742 -20%
CH
358
Canton Hathaway
Rhode Island
$253K
CPA
359
Cowen Prime Advisors
New York
$253K +$233K +15,000 New
JMF
360
Johnson Midwest Financial
Iowa
$253K +$233K +15,000 New
AOWM
361
Alpha Omega Wealth Management
Virginia
$245K +$14.5K +934 +7%
TCOV
362
Trust Company of Vermont
Vermont
$240K
XF
363
XML Financial
Maryland
$240K +$5.19K +335 +2%
SFG
364
SageGuard Financial Group
Tennessee
$237K +$218K +14,036 New
WAAG
365
Wealth Alliance Advisory Group
Kansas
$235K
OWP
366
Obermeyer Wealth Partners
Colorado
$234K +$215K +13,882 New
IAP
367
Indie Asset Partners
Indiana
$232K -$15.4K -995 -7%
Acadian Asset Management
368
Acadian Asset Management
Massachusetts
$231K
SCA
369
Snowden Capital Advisors
New York
$228K +$40.9K +2,640 +24%
MRCM
370
M&R Capital Management
New Jersey
$227K -$28.1K -1,815 -12%
RJT
371
Raymond James Trust
Florida
$227K -$17.4K -1,120 -8%
VVP
372
Venture Visionary Partners
Ohio
$224K +$206K +13,270 New
SEC
373
Seven Eight Capital
New York
$223K -$448K -28,900 -69%
FWM
374
Frontier Wealth Management
Missouri
$222K +$3.22K +208 +2%
Wolverine Trading
375
Wolverine Trading
Illinois
$222K +$207K +13,333 New

ARCC Hedge Fund Activity: Q4 2020 in Review

526 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q4 2020, worth a combined $2.23B — up 21% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new ARCC positions and 52 closed out — a net gain of 46 holders — while 174 added to existing stakes and 153 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $21.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $35.1M.

  • 526 institutional investors held Ares Capital (ARCC) as of Q4 2020, up from 488 in Q3 2020.
  • Funds reported $2.23B of Ares Capital stock for Q4 2020, up 21% quarter-over-quarter.
  • 98 funds opened new Ares Capital positions in Q4 2020 and 52 closed out, a net change of +46 holders.
  • The largest Ares Capital buyer in Q4 2020 was HighTower Advisors, an estimated $21.1M added.
  • The largest Ares Capital seller in Q4 2020 was Lord, Abbett & Co, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2020.