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Ares Capital

340 hedge funds and large institutions have $2.75B invested in Ares Capital in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 152 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 99

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

28% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $7.96M

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

1% more capital invested

Capital invested by funds: $2.71B → $2.75B (+$38.3M)

0% less funds holding

Funds holding: 341340 (-1)

Holders
340
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
9.82%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.49%
New
35
Increased
152
Reduced
99
Closed
34
Calls
$10.2M
Puts
$7.96M
Net Calls
+$2.23M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
MVP
26
Miller Value Partners
Florida
$30.2M +$2.1M +117,737 +7%
AAM
27
Advisors Asset Management
Colorado
$29.8M +$424K +23,769 +1%
PAM
28
PartnerRe Asset Management
Connecticut
$26.6M
Comerica Bank
29
Comerica Bank
Texas
$24.2M +$3.45M +193,593 +16%
LMGAM
30
Liberty Mutual Group Asset Management
Massachusetts
$23.9M
Two Sigma Advisers
31
Two Sigma Advisers
New York
$23.4M -$9.91M -555,500 -30%
EAM
32
Edge Asset Management
Washington
$22.9M +$4.89M +274,331 +27%
Northern Trust
33
Northern Trust
Illinois
$22.9M +$1.34M +75,234 +6%
HC
34
Highmount Capital
New York
$22.5M +$249K +13,980 +1%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$21.4M +$21.7M +1,213,722 New
Deutsche Bank
36
Deutsche Bank
Germany
$20.2M -$1.39M -77,870 -6%
AAP
37
Ardsley Advisory Partners
Connecticut
$20.1M +$20.3M +1,140,000 New
SIA
38
Sit Investment Associates
Minnesota
$19.8M +$1.41M +79,250 +8%
DFG
39
Delphi Financial Group
Delaware
$19M +$17.9M +1,005,069 +1,385%
Citadel Advisors
40
Citadel Advisors
Florida
$16.9M +$17M +955,557 +28,414%
JVBC
41
J.V. Bruni & Co
Colorado
$16.4M -$238K -13,363 -1%
MHI
42
Miller Howard Investments
New York
$16M +$187K +10,467 +1%
BTS
43
BB&T Securities
Virginia
$16M +$370K +20,715 +30%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$15.9M +$16.1M +901,700 New
Principal Financial Group
45
Principal Financial Group
Iowa
$14.2M +$7.98M +447,527 +125%
YMRC
46
Yorktown Management & Research Company
Virginia
$14.2M +$268K +15,000 +2%
Two Sigma Investments
47
Two Sigma Investments
New York
$13.9M -$21.6M -1,208,567 -60%
TCIM
48
TIAA CREF Investment Management
New York
$13.9M +$615K +34,501 +5%
CCMLC
49
Cardinal Capital Management LLC (Connecticut)
Connecticut
$13.4M +$129K +7,250 +1%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$13.3M -$4.61M -258,570 -25%

ARCC Hedge Fund Activity: Q1 2014 in Review

340 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q1 2014, worth a combined $2.75B — up 1.4% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ARCC positions and 34 closed out — a net gain of 1 holder — while 152 added to existing stakes and 99 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $130M. The largest seller was Toronto Dominion Bank, cutting an estimated $124M.

  • 340 institutional investors held Ares Capital (ARCC) as of Q1 2014, down from 341 in Q4 2013.
  • Funds reported $2.75B of Ares Capital stock for Q1 2014, up 1.4% quarter-over-quarter.
  • 35 funds opened new Ares Capital positions in Q1 2014 and 34 closed out, a net change of +1 holder.
  • The largest Ares Capital buyer in Q1 2014 was Fidelity Investments, an estimated $130M added.
  • The largest Ares Capital seller in Q1 2014 was Toronto Dominion Bank, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2014.