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Ares Capital
ARCC

Overview Fund Activity

644 hedge funds and large institutions have $4.13B invested in Ares Capital in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 282 increasing their positions, 162 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+17
Holders Change %
+2.71%
% of All Funds
10.39%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
88
Increased
282
Reduced
162
Closed
55
Calls
$50.7M
Puts
$255M
Net Calls
-$204M
Net Calls Change
-$14.2M

Top Buyers

1
CSA
Cottage Street Advisors
Massachusetts
$521M
2
Marshall Wace
Marshall Wace
United Kingdom
$83.8M
3
Goldman Sachs
Goldman Sachs
New York
$31.6M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$8.53M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$209M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$514M
2
NWM
Nicola Wealth Management
British Columbia, Canada
$0
3
PR
Payden & Rygel
California
$208K
4
Two Sigma Investments
Two Sigma Investments
New York
$18.9M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
601
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.2K – – –
PA
602
PSI Advisors
Florida
$11.1K – – –
MCI
603
MRP Capital Investments
Georgia
$11.1K +$11.1K +600 New
MIM
604
Macroview Investment Management
Maryland
$10.4K +$10.4K +565 New
GIA
605
GHP Investment Advisors
Colorado
$9.11K +$9.11K +493 New
DIP
606
DT Investment Partners
Pennsylvania
$9.07K – – –
RG
607
Retirement Group
California
$9K +$215 +11 +2%
CWA
608
Clearview Wealth Advisors
Oregon
$8.67K +$74 +4 +0.9%
CSWM
609
Cassady Schiller Wealth Management
Ohio
$8.61K +$8.61K +466 New
ME
610
McIlrath & Eck
Washington
$8.29K – – –
RCM
611
Raleigh Capital Management
North Carolina
$7.94K +$591 +32 +8%
GFPC
612
Global Financial Private Client
Florida
$7.67K – – –
EWM
613
Endurance Wealth Management
Rhode Island
$7K – – –
VNA
614
Valley National Advisers
Pennsylvania
$6K +$75 +4 +1%
ADL
615
Asset Dedication LLC
California
$6K +$6K +348 New
FIM
616
FWL Investment Management
Texas
$5.91K +$5.91K +320 New
NSIM
617
North Star Investment Management
Illinois
$5.54K – – –
BCWM
618
Bartlett & Co Wealth Management
Ohio
$5.39K – – –
TWA
619
TCI Wealth Advisors
Arizona
$5.16K +$129 +7 +3%
WBC
620
West Branch Capital
Massachusetts
$5.06K – – –
BC
621
Bartlett & Co
Ohio
$5K – – –
POIA
622
Pin Oak Investment Advisors
Texas
$5K – – –
QCG
623
Quadrant Capital Group
Ohio
$4.82K – – –
BWL
624
Bogart Wealth LLC
Virginia
$4.77K – – –
PAG
625
Private Advisor Group
New Jersey
$4.72K +$378 +20,443 +9%
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25
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