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Ares Capital
ARCC

Overview Fund Activity

535 hedge funds and large institutions have $2.53B invested in Ares Capital in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 162 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+10
Holders Change %
+1.9%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
64
Increased
189
Reduced
162
Closed
48
Calls
$47.2M
Puts
$25.1M
Net Calls
+$22.1M
Net Calls Change
+$17.9M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$104M
2
Allianz Asset Management
Allianz Asset Management
Germany
$21.2M
3
NWM
Nicola Wealth Management
British Columbia, Canada
$16.7M
4
TG
TCW Group
California
$12.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.1M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$21.8M
2
SI
Stephens Inc
Arkansas
$17.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Two Sigma Advisers
Two Sigma Advisers
New York
$26.7M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
451
Selective Wealth Management
Virginia
$49K – – –
HWA
452
HHM Wealth Advisors
Tennessee
$48K – – –
LS
453
Leelyn Smith
Illinois
$44K +$7.55K +400 +21%
CCM
454
Covington Capital Management
California
$40K -$16.2K -864 -29%
LWA
455
Lenox Wealth Advisors
New York
$38K – – –
ECM
456
Estabrook Capital Management
New York
$36.1K +$393 +21 +1%
CBT
457
CoreFirst Bank & Trust
Kansas
$35K – – –
HWMA
458
Heritage Wealth Management (Arizona)
Arizona
$35K +$35K +1,875 New
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$33K +$27.5K +1,478 +498%
BAM
460
Barrett Asset Management
New York
$32K – – –
MHR
461
Matthew Hamilton Rosenberg
$32K – – –
NICM
462
Neo Ivy Capital Management
New York
$31K +$31K +1,662 New
MA
463
Montag & Associates
Georgia
$28K – – –
NFG
464
Next Financial Group
Texas
$28K +$3.95K +210 +16%
CBT
465
Central Bank & Trust
Kentucky
$27K – – –
HNB
466
Huntington National Bank
Ohio
$27K +$27K +1,430 New
BFEC
467
Benjamin F. Edwards & Company
Missouri
$25K +$7.96K +427 +47%
SIM
468
Sonora Investment Management
Arizona
$24K -$5.41K -292 -18%
CAC
469
Certified Advisory Corp
Florida
$24K +$24K +1,265 New
DOA
470
D'Orazio & Associates
Virginia
$24K +$24K +1,277 New
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$24K +$24K +1,294 New
TRCT
472
Tower Research Capital (TRC)
New York
$23K -$108K -5,849 -83%
LC
473
Lindbrook Capital
California
$23K – – –
MAM
474
McCarthy Asset Management
California
$23K – – –
WTC
475
WhitTier Trust Company
Nevada
$22K -$38.3K -2,000 -64%
17 18
19
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