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Ares Capital
ARCC

Overview Fund Activity

726 hedge funds and large institutions have $3.75B invested in Ares Capital in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 310 increasing their positions, 199 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+16
Holders Change %
+2.25%
% of All Funds
10.56%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
76
Increased
310
Reduced
199
Closed
50
Calls
$69.5M
Puts
$91.9M
Net Calls
-$22.3M
Net Calls Change
+$9.07M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$243M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$334M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$40.2M
5
UBS AM
5
UBS AM
Illinois
$14.5M

Top Sellers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$39M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$116M
3
GAA
3
Global Assets Advisory
Florida
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$44.3M
5
CIM
5
Confluence Investment Management
Missouri
$78.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
601
Cedar Wealth Management
California
$89.7K – – –
OLVIG
602
Oliver Lagore Vanvalin Investment Group
Michigan
$89.1K +$521 +25 +0.6%
AWM
603
Avior Wealth Management
Nebraska
$85.6K -$31.8K -1,528 -27%
CIA
604
Cape Investment Advisory
Georgia
$75.9K -$5.4K -259 -7%
CCM
605
Chilton Capital Management
Texas
$75K -$23.1K -1,110 -24%
SSB
606
Sandy Spring Bank
Maryland
$72.5K +$2.92K +140 +4%
JSAM
607
J. Safra Asset Management
New York
$71.1K +$46.8K +2,246 +193%
SNB
608
Security National Bank
Nebraska
$68.2K – – –
FHA
609
First Horizon Advisors
Tennessee
$60.4K +$5.44K +261 +10%
GEA
610
Glen Eagle Advisors
New Jersey
$60.2K – – –
BAM
611
Bellevue Asset Management
Washington
$59.9K – – –
AF
612
Advisornet Financial
Minnesota
$54.8K +$16.7K +801 +44%
CFO
613
CVA Family Office
Colorado
$52.7K – – –
BWL
614
Bogart Wealth LLC
Virginia
$51.8K +$1.04K +50 +2%
HGERS
615
Householder Group Estate & Retirement Specialist
Arizona
$48K – – –
HBW
616
Hazlett, Burt & Watson
West Virginia
$48K – – –
AIC
617
Archer Investment Corporation
Indiana
$47.9K -$4.17K -200 -8%
VWM
618
Venturi Wealth Management
Texas
$45.5K +$10.4K +500 +30%
RI
619
Ridgewood Investments
New Jersey
$42.2K +$42.2K +2,023 New
Fidelity International
620
Fidelity International
Bermuda
$41.9K – – –
TAM
621
Tucker Asset Management
Colorado
$39.8K -$29.9K -1,432 -43%
CWC
622
Carolinas Wealth Consulting
North Carolina
$38.6K – – –
SFC
623
Strategic Financial Concepts
Texas
$37.5K +$37.5K +90,976 New
FFA
624
Frazier Financial Advisors
Ohio
$35.4K – – –
NC
625
nVerses Capital
Florida
$35.4K +$16.7K +800 +89%
23 24
25
26 27