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Ares Capital

640 hedge funds and large institutions have $3.03B invested in Ares Capital in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 272 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 169

3% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 62

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1% less funds holding

Funds holding: 646640 (-6)

2.09% less ownership

Funds ownership: 33.41%31.32% (-2.1%)

27% less capital invested

Capital invested by funds: $4.13B → $3.03B (-$1.11B)

71% less call options, than puts

Call options by funds: $65.7M | Put options by funds: $224M

Holders
640
Holders Change
-6
Holders Change %
-0.93%
% of All Funds
10.2%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
64
Increased
272
Reduced
169
Closed
62
Calls
$65.7M
Puts
$224M
Net Calls
-$158M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$6.92M +$590K +31,199 +9%
CCM
77
Cinctive Capital Management
New York
$6.81M +$7.05M +372,841 New
SWA
78
SFMG Wealth Advisors
Texas
$6.81M +$129K +6,828 +2%
CPIG
79
Chicago Partners Investment Group
Illinois
$6.74M +$799K +42,259 +13%
FWIA
80
Fort Washington Investment Advisors
Ohio
$6.52M
Parallax Volatility Advisers
81
Parallax Volatility Advisers
California
$6.21M +$6.43M +340,035 New
Invesco
82
Invesco
Georgia
$6.19M -$1.8M -95,352 -22%
OC
83
Oppenheimer & Co
New York
$6.16M -$189K -10,017 -3%
AWM
84
AE Wealth Management
Kansas
$5.82M +$849K +44,919 +16%
IFG
85
Independent Financial Group
California
$5.75M +$302K +15,989 +5%
RBC
86
Romano Brothers & Co
Illinois
$5.41M -$70.3K -3,721 -1%
DC
87
Davenport & Co
Virginia
$5.32M -$451K -23,863 -8%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$5.18M +$3.13M +165,771 +141%
Creative Planning
89
Creative Planning
Kansas
$5.1M -$94.3K -4,989 -2%
HCM
90
Hilton Capital Management
New York
$5.1M -$210K -11,094 -4%
Allspring Global Investments
91
Allspring Global Investments
North Carolina
$5.09M -$51.6K -2,731 -1%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$5.05M -$29.4K -1,555 -0.6%
CIC
93
Carnegie Investment Counsel
Ohio
$5.04M +$55.9K +2,955 +1%
Corient Private Wealth
94
Corient Private Wealth
Florida
$5M -$273K -14,445 -5%
SIG
95
Sargent Investment Group
Maryland
$4.93M -$175K -9,283 -3%
PAG
96
Private Advisor Group
New Jersey
$4.89M +$230K +12,148 +5%
Mariner
97
Mariner
Kansas
$4.8M +$325K +17,201 +7%
PCH
98
Polar Capital Holdings
United Kingdom
$4.64M
FIM
99
Fernwood Investment Management
Massachusetts
$4.62M +$181K +9,594 +4%
SPIA
100
Steward Partners Investment Advisory
New York
$4.6M +$3.45M +182,433 +264%

ARCC Hedge Fund Activity: Q1 2023 in Review

640 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q1 2023, worth a combined $3.03B — down 27% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ARCC positions and 62 closed out — a net gain of 2 holders — while 272 added to existing stakes and 169 trimmed.

The largest buyer was Millennium Management, adding an estimated $20.7M. The largest seller was Cottage Street Advisors, cutting an estimated $40.5M.

  • 640 institutional investors held Ares Capital (ARCC) as of Q1 2023, down from 646 in Q4 2022.
  • Funds reported $3.03B of Ares Capital stock for Q1 2023, down 27% quarter-over-quarter.
  • 64 funds opened new Ares Capital positions in Q1 2023 and 62 closed out, a net change of +2 holders.
  • The largest Ares Capital buyer in Q1 2023 was Millennium Management, an estimated $20.7M added.
  • The largest Ares Capital seller in Q1 2023 was Cottage Street Advisors, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2023.