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Ares Capital
ARCC

Overview Fund Activity

726 hedge funds and large institutions have $3.75B invested in Ares Capital in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 310 increasing their positions, 199 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+16
Holders Change %
+2.25%
% of All Funds
10.56%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
76
Increased
310
Reduced
199
Closed
50
Calls
$69.5M
Puts
$91.9M
Net Calls
-$22.3M
Net Calls Change
+$9.07M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$243M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$68.4M
3
Morgan Stanley
Morgan Stanley
New York
$334M
4
Two Sigma Investments
Two Sigma Investments
New York
$40.2M
5
UBS AM
UBS AM
Illinois
$14.5M

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
$39M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$116M
3
GAA
Global Assets Advisory
Florida
$0
4
Two Sigma Advisers
Two Sigma Advisers
New York
$44.3M
5
CIM
Confluence Investment Management
Missouri
$78.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
376
Kingswood Wealth Advisors
California
$623K +$30.5K +1,463 +5%
MP
377
McDonald Partners
Ohio
$617K -$16.5K -790 -3%
AFA
378
AA Financial Advisors
Ohio
$614K +$294K +14,091 +92%
BIAS
379
Beacon Investment Advisory Services
New Jersey
$611K -$101K -4,846 -14%
MIC
380
Meridian Investment Counsel
California
$601K +$87.5K +4,200 +17%
HCM
381
Hudson Capital Management
New Jersey
$595K – – –
CWM
382
Cornerstone Wealth Management
Missouri
$595K -$35.8K -1,720 -6%
PIA
383
Pinion Investment Advisors
Kansas
$594K +$8.98K +431 +2%
SRL
384
Scientech Research LLC
New Jersey
$591K +$332K +15,942 +128%
FFA
385
Founders Financial Alliance
North Carolina
$585K +$1.65K +79 +0.3%
MCM
386
Monument Capital Management
Virginia
$585K -$4.31K -207 -0.7%
ACM
387
AUA Capital Management
Pennsylvania
$575K – – –
APW
388
Aurora Private Wealth
New Jersey
$570K +$30.6K +1,471 +6%
TI
389
TrueMark Investments
Illinois
$570K +$570K +27,342 New
LBWM
390
Left Brain Wealth Management
Illinois
$561K +$294K +14,125 +110%
NP
391
NorthRock Partners
Minnesota
$557K – – –
TA
392
TFG Advisers
Michigan
$553K +$553K +26,549 New
NWA
393
Navis Wealth Advisors
New York
$551K – – –
PTP
394
Platform Technology Partners
New York
$550K +$550K +26,402 New
SC
395
Sierra Capital
Florida
$547K – – –
LAM
396
Lewis Asset Management
California
$534K +$17.2K +825 +3%
First Manhattan
397
First Manhattan
New York
$529K +$14.6K +700 +3%
PI
398
PFG Investments
New York
$528K +$127K +6,097 +32%
WFC
399
Western Financial Corp
California
$526K +$23.6K +1,133 +5%
RJT
400
Raymond James Trust
Florida
$525K -$1.21K -58 -0.2%
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