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Ares Capital
ARCC

Overview Fund Activity

818 hedge funds and large institutions have $5.18B invested in Ares Capital in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 342 increasing their positions, 197 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+77
Holders Change %
+10.39%
% of All Funds
10.89%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
136
Increased
342
Reduced
197
Closed
45
Calls
$68.2M
Puts
$204M
Net Calls
-$135M
Net Calls Change
-$94.6M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$310M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$58.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$93.4M
5
Bank of America
5
Bank of America
North Carolina
$174M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$4.02M
2
Invesco
2
Invesco
Georgia
$8.86M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$0
4
UBS AM
4
UBS AM
Illinois
$0
5
Ameriprise
5
Ameriprise
Minnesota
$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
API
751
Asset Planning Inc
California
$15.3K +$15.3K +700 New
BWM
752
Bernard Wealth Management
Michigan
$15.3K +$15.3K +700 New
PCTC
753
Perkins Coie Trust Company
Washington
$14.8K – – –
DIP
754
DT Investment Partners
Pennsylvania
$14.5K +$307 +14 +2%
AIC
755
Archer Investment Corporation
Indiana
$14K -$19.3K -880 -58%
BBPWM
756
Blue Bell Private Wealth Management
Pennsylvania
$13.8K – – –
IMC
757
Investment Management Corporation
Virginia
$13.6K +$13.6K +622 New
GI
758
GAMMA Investing
California
$13.1K – – –
HIIFS
759
Harel Insurance Investments & Financial Services
Israel
$13K +$288 +13 +2%
FIA
760
FNY Investment Advisers
New York
$13K +$13K +600 New
KHC
761
Koesten Hirschmann & Crabtree
Kansas
$12.9K +$284 +13 +2%
QCG
762
Quadrant Capital Group
Ohio
$12.2K +$6.37K +291 +109%
BOJHT
763
Bank of Jackson Hole Trust
Wyoming
$11.3K +$11.3K +516 New
CAL
764
Capital Analysts LLC
Pennsylvania
$11K – – –
WWP
765
WR Wealth Planners
Missouri
$10.9K – – –
CWM
766
Centricity Wealth Management
Ohio
$10.9K +$10.9K +500 New
LI
767
LRI Investments
Florida
$10.2K +$219 +10 +2%
VWM
768
Vermillion Wealth Management
Minnesota
$10K +$10K +458 New
JFA
769
JNBA Financial Advisors
Minnesota
$9.63K – – –
MRP
770
Measured Risk Portfolios
California
$9.59K +$9.59K +438 New
DFA
771
DHJJ Financial Advisors
Illinois
$9.39K – – –
HNB
772
Hilltop National Bank
Wyoming
$9.3K +$4.93K +225 +113%
GFPC
773
Global Financial Private Client
Florida
$9.08K – – –
AAG
774
Accordant Advisory Group
Maryland
$8.76K – – –
CA
775
Continuum Advisory
Idaho
$8.47K -$175 -8 -2%
29 30
31
32 33