ARCC icon

Ares Capital
ARCC

Overview Fund Activity

525 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, 152 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+38
Holders Change %
+7.8%
% of All Funds
9.32%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
98
Increased
174
Reduced
152
Closed
52
Calls
$43.8M
Puts
$39.6M
Net Calls
+$4.21M
Net Calls Change
+$2.44M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$40.2M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$53M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$170M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.4M
2
CCP
Clough Capital Partners
Massachusetts
$0
3
Deutsche Bank
Deutsche Bank
Germany
$1.77M
4
Wells Fargo
Wells Fargo
California
$53.6M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
376
Cypress Capital Management (Wyoming)
Wyoming
$220K – – –
PM
377
Penbrook Management
New York
$219K – – –
HCM
378
Hudson Capital Management
New Jersey
$211K – – –
QSS
379
Quantitative Systematic Strategies
Florida
$210K +$210K +12,435 New
IMA
380
Investment Management Associates
Colorado
$207K +$207K +12,250 New
BFG
381
Baron Financial Group
New Jersey
$206K +$9.64K +571 +5%
VIM
382
Vista Investment Management
Pennsylvania
$206K -$45.9K -2,711 -18%
BWFA
383
Baltimore-Washington Financial Advisors
Maryland
$203K -$26.5K -1,573 -12%
DY
384
Dowling & Yahnke
California
$203K +$203K +12,037 New
IF
385
Intrua Financial
Texas
$199K – – –
PWS
386
Private Wealth Strategies
Ohio
$193K +$4.47K +265 +2%
DFG
387
Demars Financial Group
Washington
$190K +$15.2K +900 +9%
V
388
Veritable
Delaware
$187K +$1.75K +104 +0.9%
Lido Advisors
389
Lido Advisors
California
$185K +$185K +10,970 New
MC
390
Moors & Cabot
Massachusetts
$183K +$313 +19 +0.2%
Kovitz Investment Group Partners
391
Kovitz Investment Group Partners
Illinois
$182K – – –
OPS
392
Orion Portfolio Solutions
Nebraska
$182K – – –
KM
393
Kalos Management
Georgia
$181K – – –
CDH
394
Charles D. Hyman
$179K – – –
CW
395
CreativeOne Wealth
Kansas
$179K +$179K +10,569 New
KACA
396
Kayne Anderson Capital Advisors
California
$177K – – –
WIA
397
Westbourne Investment Advisors
Maryland
$177K +$177K +10,497 New
RCAG
398
Rehmann Capital Advisory Group
Michigan
$176K -$17K -1,004 -9%
SIM
399
SSI Investment Management
California
$175K -$168 -10 -0.1%
P
400
&Partners
Tennessee
$174K -$20.5K -1,210 -11%
14 15
16
17 18