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Ares Capital
ARCC

Overview Fund Activity

638 hedge funds and large institutions have $3.02B invested in Ares Capital in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 271 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-6
Holders Change %
-0.93%
% of All Funds
10.21%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
64
Increased
271
Reduced
169
Closed
62
Calls
$65.7M
Puts
$224M
Net Calls
-$158M
Net Calls Change
+$46.2M

Top Buyers

1
Millennium Management
Millennium Management
New York
$32.1M
2
BlackRock
BlackRock
New York
$53.3M
3
VanEck Associates
VanEck Associates
New York
$115M
4
HF
HRT Financial
New York
$16.4M
5
CCM
Cinctive Capital Management
New York
$6.81M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
$3.08M
2
HighTower Advisors
HighTower Advisors
Illinois
$16.5M
3
EG
Enstar Group
Bermuda
$48.8M
4
Goldman Sachs
Goldman Sachs
New York
$7.35M
5
Marshall Wace
Marshall Wace
United Kingdom
$62.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
376
IPG Investment Advisors
California
$411K -$84.5K -4,623 -17%
HWA
377
Heritage Wealth Advisors
Virginia
$410K +$3.64K +199 +0.9%
WFC
378
Western Financial Corp
California
$409K +$10.4K +571 +3%
BFG
379
Bouchey Financial Group
New York
$408K +$408K +22,331 New
NVCHI
380
New Vernon Capital Holdings II
New Jersey
$407K -$329K -17,976 -45%
CFA
381
CWS Financial Advisors
Michigan
$402K -$39.1K -2,140 -9%
SFS
382
Stiles Financial Services
Minnesota
$401K +$8.55K +468 +2%
Fisher Asset Management
383
Fisher Asset Management
Washington
$401K +$401K +21,927 New
MWPCG
384
Measured Wealth Private Client Group
New Hampshire
$399K +$90K +4,924 +29%
HIP
385
HUB Investment Partners
Texas
$399K – – –
PFP
386
Pinnacle Financial Partners
Tennessee
$399K +$914 +50 +0.2%
RBFC
387
Roman Butler Fullerton & Co
Missouri
$392K +$11.7K +645 +3%
MHS
388
M Holdings Securities
Oregon
$390K +$81.4K +4,456 +26%
GC
389
Guggenheim Capital
Illinois
$385K +$40.9K +2,237 +12%
Balyasny Asset Management
390
Balyasny Asset Management
Illinois
$385K -$235K -12,832 -38%
PPW
391
Parcion Private Wealth
Washington
$383K – – –
SXL
392
Summit X LLC
Missouri
$379K +$895 +49 +0.2%
JMF
393
Johnson Midwest Financial
Iowa
$374K +$219 +12 +0.1%
HSA
394
HBK Sorce Advisory
Pennsylvania
$372K -$119K -6,510 -24%
FFWM
395
Future Financial Wealth Management
Ohio
$371K +$27.5K +1,500 +8%
PG
396
Prostatis Group
Maryland
$371K +$371K +20,271 New
PIA
397
Perennial Investment Advisors
California
$369K -$46.4K -2,540 -11%
ZIG
398
Zuckerman Investment Group
Illinois
$366K – – –
TH
399
TCTC Holdings
Texas
$366K – – –
PCC
400
Park Circle Company
Maryland
$365K – – –
14 15
16
17 18