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Ares Capital
ARCC

Overview Fund Activity

741 hedge funds and large institutions have $3.85B invested in Ares Capital in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 326 increasing their positions, 197 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+15
Holders Change %
+2.07%
% of All Funds
10.72%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
71
Increased
326
Reduced
197
Closed
46
Calls
$56.1M
Puts
$97M
Net Calls
-$40.9M
Net Calls Change
-$18.6M

Top Buyers

1
Invesco
1
Invesco
Georgia
$59.2M
2
VanEck Associates
2
VanEck Associates
New York
$272M
3
Northern Trust
3
Northern Trust
Illinois
$21.4M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$26M
5
DA
5
Denali Advisors
California
$13.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$290M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$9.42M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$77M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$90.9M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$7.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
701
Golden State Equity Partners
California
$10.8K -$218K -10,400 -95%
WWP
702
WR Wealth Planners
Missouri
$10.5K – – –
CAL
703
Capital Analysts LLC
Pennsylvania
$10K +$10K +485 New
LI
704
LRI Investments
Florida
$9.89K +$9.31K +431 +1,596%
JFA
705
JNBA Financial Advisors
Minnesota
$9.21K +$5.91K +282 +178%
DFA
706
DHJJ Financial Advisors
Illinois
$8.98K – – –
GFPC
707
Global Financial Private Client
Florida
$8.69K – – –
CA
708
Continuum Advisory
Idaho
$8.52K -$6.41K -297 -43%
AAG
709
Accordant Advisory Group
Maryland
$8.38K – – –
CAM
710
Creekmur Asset Management
Illinois
$6.46K +$21 +1 +0.3%
LWA
711
Lowe Wealth Advisors
Maryland
$6.28K +$2.09K +100 +50%
EA
712
Evolution Advisers
Virginia
$6K – – –
WBC
713
West Branch Capital
Massachusetts
$5.74K – – –
QCG
714
Quadrant Capital Group
Ohio
$5.61K – – –
IGAM
715
iA Global Asset Management
Quebec, Canada
$5K -$5.02M -249,815 -100%
POIA
716
Pin Oak Investment Advisors
Texas
$5K – – –
DPW
717
DiNuzzo Private Wealth
Pennsylvania
$4.82K – – –
CHC
718
City Holding Co
West Virginia
$4.71K +$1.05K +50 +29%
HNB
719
Hilltop National Bank
Wyoming
$4.19K -$209 -10 -5%
FGA
720
Fortis Group Advisors
New Jersey
$4.02K – – –
AW
721
Avion Wealth
Texas
$4K +$4K +200 New
DWM
722
Darwin Wealth Management
Florida
$3.94K +$3.94K +188 New
BWAM
723
Boyd Watterson Asset Management
Ohio
$3.56K – – –
WOSD
724
WFA of San Diego
California
$3.14K – – –
C
725
Covestor
United Kingdom
$3K -$214 -9 -7%
27 28
29
30 31