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Ares Capital

414 hedge funds and large institutions have $3.14B invested in Ares Capital in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 168 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 123

1.59% less ownership

Funds ownership: 46.64%45.05% (-1.6%)

3% less funds holding

Funds holding: 426414 (-12)

9% less capital invested

Capital invested by funds: $3.45B → $3.14B (-$308M)

13% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 47

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

25% less call options, than puts

Call options by funds: $19.9M | Put options by funds: $26.5M

Holders
414
Holders Change
-12
Holders Change %
-2.82%
% of All Funds
10.32%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.5%
New
41
Increased
168
Reduced
123
Closed
47
Calls
$19.9M
Puts
$26.5M
Net Calls
-$6.65M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$31.5M +$4.53M +269,105 +16%
RCM
27
Rivernorth Capital Management
Florida
$31.5M +$19.1M +1,134,691 +144%
AA
28
ALPS Advisors
Colorado
$28.9M +$6.14M +364,617 +26%
OAC
29
OMERS Administration Corp
Ontario, Canada
$28.7M +$4.75M +281,963 +19%
BlackRock
30
BlackRock
New York
$27.1M -$6.09M -361,214 -18%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$26.5M -$464K -27,546 -2%
ACM
32
Advisors Capital Management
New Jersey
$24.5M +$1.51M +89,791 +6%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$24.1M +$7.28M +432,303 +42%
VLKIM
34
Van Lanschot Kempen Investment Management
Netherlands
$24.1M +$1.58M +93,650 +7%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$24M +$12.3M +728,193 +99%
Millennium Management
36
Millennium Management
New York
$23.6M -$24.7M -1,467,169 -50%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$22.9M +$1.68M +100,004 +8%
TCM
38
Tegean Capital Management
New York
$21.3M
NSCM
39
New South Capital Management
Tennessee
$20.3M -$622K -36,915 -3%
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
$20.1M -$17.8M -1,056,538 -46%
LCP
41
LGT Capital Partners
Switzerland
$19.7M +$505K +30,000 +3%
Comerica Bank
42
Comerica Bank
Texas
$19.6M -$686K -40,714 -3%
EM
43
Elliott Management
New York
$18.3M +$18.9M +1,119,863 New
NIMC
44
NWQ Investment Management Company
California
$18.3M +$1.06M +63,025 +6%
Legal & General Group
45
Legal & General Group
United Kingdom
$18.2M +$1.96M +116,576 +12%
Bank of America
46
Bank of America
North Carolina
$16.7M -$17M -1,011,499 -50%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$16.5M +$17M +1,007,417 New
Nomura Holdings
48
Nomura Holdings
Japan
$16.1M +$1.1M +65,297 +7%
PGH
49
Partners Group Holding
Switzerland
$15.9M +$1.2M +71,500 +8%
Stifel Financial
50
Stifel Financial
Missouri
$15.7M +$606K +35,942 +4%

ARCC Hedge Fund Activity: Q2 2017 in Review

414 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q2 2017, worth a combined $3.14B — down 8.9% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of ARCC and 41 opened new positions — a net loss of 6 holders — while 123 trimmed existing stakes and 168 added.

The largest buyer was Principal Financial Group, adding an estimated $61.3M. The largest seller was Two Sigma Investments, cutting an estimated $51.3M.

  • 414 institutional investors held Ares Capital (ARCC) as of Q2 2017, down from 426 in Q1 2017.
  • Funds reported $3.14B of Ares Capital stock for Q2 2017, down 8.9% quarter-over-quarter.
  • 41 funds opened new Ares Capital positions in Q2 2017 and 47 closed out, a net change of -6 holders.
  • The largest Ares Capital buyer in Q2 2017 was Principal Financial Group, an estimated $61.3M added.
  • The largest Ares Capital seller in Q2 2017 was Two Sigma Investments, an estimated $51.3M sold.

Based on aggregated 13F filings for Q2 2017.