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Ares Capital

629 hedge funds and large institutions have $2.79B invested in Ares Capital in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 256 increasing their positions, 182 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 182

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

0% less funds holding

Funds holding: 632629 (-3)

0.68% less ownership

Funds ownership: 33.32%32.64% (-0.68%)

5% less capital invested

Capital invested by funds: $2.93B → $2.79B (-$141M)

83% less call options, than puts

Call options by funds: $39.7M | Put options by funds: $230M

Holders
629
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
10.84%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
57
Increased
256
Reduced
182
Closed
50
Calls
$39.7M
Puts
$230M
Net Calls
-$190M
Net Calls Change
-$51.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
401
Quantamental Technologies
New York
$308K +$353K +18,262 New
PWM
402
Purus Wealth Management
California
$307K -$40K -2,071 -10%
EW
403
Evoke Wealth
California
$307K
MWM
404
Modera Wealth Management
New Jersey
$306K
LC
405
Lindbrook Capital
California
$306K +$1.49K +77 +0.4%
MA
406
MONECO Advisors
Connecticut
$305K -$2.69K -139 -0.8%
CIBC Asset Management
407
CIBC Asset Management
Ontario, Canada
$305K
CDH
408
Charles D. Hyman
$299K
PIA
409
Perennial Investment Advisors
California
$296K +$13.2K +682 +4%
KA
410
Kovack Advisors
Florida
$296K +$35.3K +1,825 +12%
ESCM
411
Echo Street Capital Management
New York
$296K +$339K +17,534 New
CP
412
Camelot Portfolios
Ohio
$294K -$66.8K -3,454 -17%
EWA
413
Exencial Wealth Advisors
Oklahoma
$291K -$12.4K -640 -4%
HT
414
Heritage Trust
Oklahoma
$291K +$10.2K +527 +3%
AIP
415
Ahrens Investment Partners
Louisiana
$289K -$916K -47,355 -73%
FAIM
416
Financial Advocates Investment Management
Washington
$289K +$34.1K +1,762 +11%
WKWM
417
Walter & Keenan Wealth Management
Indiana
$287K +$38.7K +2,000 +13%
TCOV
418
Trust Company of Vermont
Vermont
$286K +$52.7K +2,728 +19%
AFC
419
Adaptive Financial Consulting
Ohio
$284K
FLPIM
420
F.L. Putnam Investment Management
Massachusetts
$283K -$65.9K -3,410 -17%
BA
421
Bridge Advisory
California
$281K +$31.3K +1,618 +11%
LA
422
LVW Advisors
New York
$280K
1IA
423
1834 Investment Advisors
Wisconsin
$280K +$2.65K +137 +0.8%
XF
424
XML Financial
Maryland
$280K +$8.28K +428 +3%
BFG
425
Baron Financial Group
New Jersey
$279K +$6.84K +354 +2%

ARCC Hedge Fund Activity: Q3 2022 in Review

629 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q3 2022, worth a combined $2.79B — down 4.8% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ARCC positions and 50 closed out — a net gain of 7 holders — while 256 added to existing stakes and 182 trimmed.

The largest buyer was Progeny 3 Inc, opening a new position worth an estimated $24.6M. The largest seller was Fidelity International, cutting an estimated $38M.

  • 629 institutional investors held Ares Capital (ARCC) as of Q3 2022, down from 632 in Q2 2022.
  • Funds reported $2.79B of Ares Capital stock for Q3 2022, down 4.8% quarter-over-quarter.
  • 57 funds opened new Ares Capital positions in Q3 2022 and 50 closed out, a net change of +7 holders.
  • The largest Ares Capital buyer in Q3 2022 was Progeny 3 Inc, an estimated $24.6M added.
  • The largest Ares Capital seller in Q3 2022 was Fidelity International, an estimated $38M sold.

Based on aggregated 13F filings for Q3 2022.