ARCC icon

Ares Capital
ARCC

Overview Fund Activity

710 hedge funds and large institutions have $3.62B invested in Ares Capital in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 283 increasing their positions, 190 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+8
Holders Change %
+1.14%
% of All Funds
10.29%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
76
Increased
283
Reduced
190
Closed
58
Calls
$60.2M
Puts
$91.6M
Net Calls
-$31.4M
Net Calls Change
+$57.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
2
VanEck Associates
VanEck Associates
New York
$202M
3
GAA
Global Assets Advisory
Florida
$13.6M
4
MSL
Mackay Shields LLC
New York
$12.7M
5
SIC
Sigma Investment Counselors
Michigan
$12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$308M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$139M
3
Two Sigma Investments
Two Sigma Investments
New York
$21.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$52.9M
5
Citadel Advisors
Citadel Advisors
Florida
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
651
Creekmur Asset Management
Illinois
$19.7K -$82.8K -3,975 -81%
BBPWM
652
Blue Bell Private Wealth Management
Pennsylvania
$19.7K – – –
HNB
653
Huntington National Bank
Ohio
$18.9K – – –
AIM
654
Arcadia Investment Management
Michigan
$18.7K – – –
NC
655
nVerses Capital
Florida
$18.7K +$18.7K +900 New
DAM
656
Delta Asset Management
Tennessee
$18.7K – – –
FCAS
657
First Command Advisory Services
Texas
$18.1K +$18.1K +870 New
KIG
658
Kessler Investment Group
Indiana
$17.4K +$17.4K +837 New
GWSG
659
GPS Wealth Strategies Group
Colorado
$16.7K – – –
FWA
660
FSC Wealth Advisors
New York
$16.7K +$10.4K +500 +167%
CSWM
661
Cassady Schiller Wealth Management
Ohio
$16.4K – – –
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$15.9K -$123K -5,922 -89%
JPWM
663
Jamison Private Wealth Management
Georgia
$15.8K – – –
S
664
Sachetta
Massachusetts
$14.8K – – –
LF
665
LifeSteps Financial
California
$14.6K +$14.6K +700 New
CA
666
Continuum Advisory
Idaho
$14.5K -$463K -22,153 -97%
PCTC
667
Perkins Coie Trust Company
Washington
$14.1K – – –
CTC
668
Central Trust Company
Missouri
$12.6K +$12.6K +604 New
DIP
669
DT Investment Partners
Pennsylvania
$12.6K – – –
GI
670
GAMMA Investing
California
$12.5K – – –
CWA
671
Core Wealth Advisors
Florida
$11.9K +$11.9K +573 New
KHC
672
Koesten Hirschmann & Crabtree
Kansas
$11.2K – – –
ME
673
McIlrath & Eck
Washington
$9.72K – – –
DFA
674
DHJJ Financial Advisors
Illinois
$8.93K – – –
GFPC
675
Global Financial Private Client
Florida
$8.46K – – –
25 26
27
28 29