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Ares Capital
ARCC

Overview Fund Activity

644 hedge funds and large institutions have $4.13B invested in Ares Capital in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 282 increasing their positions, 162 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+17
Holders Change %
+2.71%
% of All Funds
10.39%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
88
Increased
282
Reduced
162
Closed
55
Calls
$50.7M
Puts
$255M
Net Calls
-$204M
Net Calls Change
-$14.2M

Top Buyers

1
CSA
Cottage Street Advisors
Massachusetts
+$488M
2
Marshall Wace
Marshall Wace
United Kingdom
+$53.3M
3
Goldman Sachs
Goldman Sachs
New York
+$16.2M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$6.17M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.84M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$423M
2
NWM
Nicola Wealth Management
British Columbia, Canada
-$17.9M
3
PR
Payden & Rygel
California
-$16.1M
4
Two Sigma Investments
Two Sigma Investments
New York
-$15.2M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
376
HUB Investment Partners
Texas
$403K +$403K +21,829 New
PA
377
Prossimo Advisors
California
$403K +$403K +21,820 New
PFP
378
Pinnacle Financial Partners
Tennessee
$402K – – –
CAN
379
Claraphi Advisory Network
United States
$402K +$211K +11,399 +110%
FFP
380
FourThought Financial Partners
Florida
$398K +$398K +21,530 New
SFS
381
Stiles Financial Services
Minnesota
$397K +$4.82K +261 +1%
RBFC
382
Roman Butler Fullerton & Co
Missouri
$396K +$8.35K +442 +2%
PPW
383
Parcion Private Wealth
Washington
$388K – – –
Comerica Bank
384
Comerica Bank
Texas
$382K -$2.72K -144 -0.7%
SIC
385
Sterling Investment Counsel
New York
$381K +$3.79K +205 +1%
CP
386
Camelot Portfolios
Ohio
$380K +$58.6K +3,175 +18%
JMF
387
Johnson Midwest Financial
Iowa
$378K +$203 +11 +0.1%
E
388
Ergoteles
New York
$374K -$261K -14,114 -41%
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$371K +$79K +4,278 +27%
SXL
390
Summit X LLC
Missouri
$371K -$7.17K -400 -2%
PCC
391
Park Circle Company
Maryland
$369K – – –
TH
392
TCTC Holdings
Texas
$369K – – –
ZIG
393
Zuckerman Investment Group
Illinois
$369K +$369K +20,000 New
LSAG
394
Lake Street Advisors Group
New Hampshire
$369K +$92.3K +5,000 +33%
RJT
395
Raymond James Trust
Florida
$366K – – –
RAM
396
Redmond Asset Management
Virginia
$358K – – –
AIP
397
Almanack Investment Partners
Pennsylvania
$355K – – –
FPAS
398
Focus Partners Advisor Solutions
Missouri
$353K +$2.24K +121 +0.6%
BOPW
399
Brandywine Oak Private Wealth
Pennsylvania
$348K -$23.4K -1,265 -6%
GC
400
Guggenheim Capital
Illinois
$348K +$44.2K +2,391 +15%
14 15
16
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