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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 %
FFWM
401
Future Financial Wealth Management
Ohio
$347K – – –
VF
402
Virtu Financial
New York
$345K +$345K +18,684 New
FAIM
403
Financial Advocates Investment Management
Washington
$344K +$27.3K +1,477 +9%
SEC
404
Seven Eight Capital
New York
$344K -$324K -17,553 -49%
SW
405
SVB Wealth
Massachusetts
$343K +$343K +18,579 New
RA
406
RFG Advisory
Alabama
$343K -$448K -22,733 -57%
MCC
407
Money Concepts Capital
Florida
$341K +$337K +18,233 +7,293%
MA
408
MONECO Advisors
Connecticut
$338K +$4.77K +258 +1%
LC
409
Lindbrook Capital
California
$337K +$1.52K +82 +0.5%
WAAG
410
Wealth Alliance Advisory Group
Kansas
$331K +$73.9K +4,000 +29%
CDH
411
Charles D. Hyman
$327K – – –
LWM
412
Laidlaw Wealth Management
New York
$327K -$117K -6,350 -26%
MP
413
McDonald Partners
Ohio
$326K +$326K +17,658 New
PWM
414
Purus Wealth Management
California
$325K -$11.2K -609 -3%
XF
415
XML Financial
Maryland
$323K +$16.6K +900 +5%
BFG
416
Baron Financial Group
New Jersey
$321K +$15K +814 +5%
EWA
417
Exencial Wealth Advisors
Oklahoma
$319K +$924 +50 +0.3%
VEA
418
Virtus ETF Advisers
New York
$319K -$61.2K -3,314 -16%
HT
419
Heritage Trust
Oklahoma
$318K – – –
C
420
Certuity
Florida
$316K -$30.3K -1,638 -9%
UCIG
421
Ulrich Consultants & Investment Group
New Mexico
$316K -$246K -13,318 -44%
WKWM
422
Walter & Keenan Wealth Management
Indiana
$314K – – –
NP
423
NorthRock Partners
Minnesota
$313K -$120K -6,471 -28%
MWPCG
424
Measured Wealth Private Client Group
New Hampshire
$312K +$312K +16,913 New
MHS
425
M Holdings Securities
Oregon
$312K -$339K -18,361 -52%
15 16
17
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