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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 %
AAG
676
Accordant Advisory Group
Maryland
$8.33K +$8.33K +400 New
EA
677
Evolution Advisers
Virginia
$7K +$164 +7 +2%
FIM
678
FWL Investment Management
Texas
$6.35K +$6.35K +305 New
POIA
679
Pin Oak Investment Advisors
Texas
$6K – – –
WBC
680
West Branch Capital
Massachusetts
$5.71K – – –
QCG
681
Quadrant Capital Group
Ohio
$5.44K – – –
BL
682
BFSG LLC
California
$5.29K +$5.29K +254 New
GBT
683
Grove Bank & Trust
Florida
$5K -$9.99K -480 -67%
TFA
684
Toth Financial Advisory
Virginia
$4.91K – – –
DPW
685
DiNuzzo Private Wealth
Pennsylvania
$4.79K – – –
HNB
686
Hilltop National Bank
Wyoming
$4.37K +$4.37K +210 New
T
687
Tidemark
California
$4.25K – – –
VF
688
VitalStone Financial
Texas
$4K -$410 -20 -9%
FGA
689
Fortis Group Advisors
New Jersey
$4K -$4K -192 -50%
CHC
690
City Holding Co
West Virginia
$3.64K +$1.04K +50 +40%
BWAM
691
Boyd Watterson Asset Management
Ohio
$3.54K – – –
JFA
692
JNBA Financial Advisors
Minnesota
$3.29K – – –
C
693
Covestor
United Kingdom
$3K +$214 +9 +8%
GGI
694
Godsey & Gibb Inc
Virginia
$2.92K +$2.92K +140 New
AIP
695
Ameritas Investment Partners
Nebraska
$2.88K – – –
CIAS
696
CBIZ Investment Advisory Services
Ohio
$2.77K +$2.77K +133 New
CFD
697
Creative Financial Designs
Indiana
$2.5K – – –
EWP
698
Elevation Wealth Partners
California
$2.48K -$38.5K -1,848 -94%
TPCW
699
TD Private Client Wealth
New York
$2.44K +$2.44K +117 New
HFM
700
Hartford Financial Management
Connecticut
$2.08K +$2.08K +100 New
26 27
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