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Ares Capital
ARCC

Overview Fund Activity

652 hedge funds and large institutions have $3.25B invested in Ares Capital in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 261 increasing their positions, 194 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
10.4%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
60
Increased
261
Reduced
194
Closed
52
Calls
$69.6M
Puts
$146M
Net Calls
-$76.6M
Net Calls Change
-$6.45M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$41.9M
2
Two Sigma Investments
Two Sigma Investments
New York
+$40.9M
3
Osaic Holdings
Osaic Holdings
Arizona
+$15.8M
4
VanEck Associates
VanEck Associates
New York
+$13.8M
5
Morgan Stanley
Morgan Stanley
New York
+$12.8M

Top Sellers

1
EG
Enstar Group
Bermuda
-$52.1M
2
BlackRock
BlackRock
New York
-$26.1M
3
Wells Fargo
Wells Fargo
California
-$11.4M
4
Millennium Management
Millennium Management
New York
-$10.7M
5
OAC
OMERS Administration Corp
Ontario, Canada
-$9.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
501
Oakwell Private Wealth Management
Texas
$217K – – –
AF
502
Allworth Financial
California
$214K +$4.56K +234 +2%
WSFS
503
Wilmington Savings Fund Society
Delaware
$214K – – –
KFA
504
Kelleher Financial Advisors
New York
$213K +$213K +10,945 New
CWP
505
Core Wealth Partners
California
$208K – – –
DIA
506
Dana Investment Advisors
Wisconsin
$206K – – –
KLCM
507
KG&L Capital Management
Louisiana
$205K +$1.95K +100 +1%
AFO
508
Allie Family Office
Florida
$204K – – –
EAM
509
Evanson Asset Management
California
$204K -$3.37K -173 -2%
GAA
510
Global Assets Advisory
Florida
$204K +$204K +10,463 New
RW
511
RVW Wealth
California
$203K -$16.5K -846 -7%
ACP
512
Aveo Capital Partners
Colorado
$203K +$1.71K +88 +0.9%
KA
513
KLCM Advisors
Wisconsin
$202K – – –
BCM
514
Beck Capital Management
Texas
$201K +$201K +10,312 New
LFG
515
Lockerman Financial Group
California
$200K -$117 -6 -0.1%
TCWM
516
Total Clarity Wealth Management
Illinois
$200K +$200K +10,265 New
CL
517
Choreo LLC
Illinois
$199K +$199K +10,245 New
MA
518
MKT Advisors
California
$198K -$11.5K -600 -5%
XWM
519
Xcel Wealth Management
Florida
$198K +$198K +10,150 New
BJL
520
Brighton Jones LLC
Washington
$197K +$197K +10,126 New
RWM
521
Revisor Wealth Management
Ohio
$196K +$196K +10,056 New
DWA
522
Douglass Winthrop Advisors
New York
$195K – – –
EC
523
Estate Counselors
Wisconsin
$195K – – –
OCM
524
Orion Capital Management
California
$193K -$70.1K -3,600 -27%
LIA
525
LBMC Investment Advisors
Tennessee
$189K – – –
19 20
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