ARCC icon

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 %
SWM
676
Selective Wealth Management
Virginia
– -$32K -1,885 Closed
CBT
677
CoreFirst Bank & Trust
Kansas
– -$32K -1,880 Closed
SSG
678
Summit Securities Group
New York
– -$29K -1,700 Closed
HGERS
679
Householder Group Estate & Retirement Specialist
Arizona
– -$26K -1,576 Closed
BCA
680
Bray Capital Advisors
Florida
– -$17K -1,000 Closed
SAM
681
Selway Asset Management
– -$17K -1,000 Closed
HR
682
Howe & Rusling
New York
– -$17K -1,000 Closed
Twin Tree Management
683
Twin Tree Management
Texas
– -$16K -966 Closed
JWA
684
JFS Wealth Advisors
Pennsylvania
– -$16K -941 Closed
EC
685
EdgeRock Capital
Colorado
– -$14K -854 Closed
SPWG
686
Sage Private Wealth Group
Illinois
– -$14K -849 Closed
DI
687
Disciplined Investments
Oklahoma
– -$14K -810 Closed
GWSG
688
GPS Wealth Strategies Group
Colorado
– -$14K -800 Closed
MAM
689
Meeder Asset Management
Ohio
– -$8K -479 Closed
M
690
MOTCO
Texas
– -$7K -412 Closed
CFFP
691
Center for Financial Planning
Michigan
– -$6K -350 Closed
CT
692
Cambridge Trust
Massachusetts
– -$5K -290 Closed
EA
693
Evolution Advisers
Virginia
– -$4K -256 Closed
WB
694
West Bancorporation
Iowa
– -$4K -241 Closed
EC
695
Elequin Capital
New York
– -$4K -233 Closed
MCM
696
McMillion Capital Management
North Carolina
– -$2K -96 Closed
FGAM
697
Financial Gravity Asset Management
Texas
– -$3 -34 Closed
AWM
698
Abound Wealth Management
Tennessee
– -$28 -2 Closed
24 25 26 27
28