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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 %
ME
501
McIlrath & Eck
Washington
$12K +$2.5K +137 +26%
AFS
502
Annapolis Financial Services
Maryland
$11K – – –
CWA
503
Clearview Wealth Advisors
Oregon
$10K +$55 +3 +0.6%
GI
504
Gradient Investments
Minnesota
$9K -$15.3K -850 -63%
CAL
505
Capital Analysts LLC
Pennsylvania
$9K +$1.89K +100 +27%
RE
506
RBC Europe
United Kingdom
$8.42K – – –
IRC
507
Investors Research Corp
Georgia
$8K – – –
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$8K +$8K +415 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
509
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K +$8K +444 New
First Manhattan
510
First Manhattan
New York
$7K – – –
HCM
511
Highlander Capital Management
New Jersey
$7K – – –
WP
512
WealthShield Partners
North Carolina
$7K +$7K +375 New
TAM
513
Tucker Asset Management
Colorado
$6.75K – – –
NSIM
514
North Star Investment Management
Illinois
$6K – – –
BWL
515
Bogart Wealth LLC
Virginia
$5K -$31.7K -1,634 -86%
SFP
516
Sterling Financial Planning
New Jersey
$5K – – –
QCG
517
Quadrant Capital Group
Ohio
$5K – – –
PMFA
518
Plante Moran Financial Advisors
Michigan
$5K +$1.81K +96 +56%
WCM
519
Wealthcare Capital Management
Virginia
$5K +$5K +258 New
VNA
520
Valley National Advisers
Pennsylvania
$3K – – –
AIP
521
Ameritas Investment Partners
Nebraska
$3K – – –
BMD
522
Better Money Decisions
New Mexico
$3K +$3K +168 New
SSC
523
Syverson Strege & Co
Iowa
$2K -$7.67K -487 -79%
MS
524
Mizuho Securities
Japan
$2K -$4.36K -242 -69%
TFA
525
Toth Financial Advisory
Virginia
$2K – – –
19 20
21
22 23