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Ares Capital
ARCC

Overview Fund Activity

702 hedge funds and large institutions have $3.74B invested in Ares Capital in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 270 increasing their positions, 202 reducing their positions, and 41 closing their positions.

Holders
702
Holders Change
+50
Holders Change %
+7.67%
% of All Funds
10.29%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
102
Increased
270
Reduced
202
Closed
41
Calls
$64.3M
Puts
$153M
Net Calls
-$88.6M
Net Calls Change
-$12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$548M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20M
3
Citadel Advisors
3
Citadel Advisors
Florida
$31.5M
4
VanEck Associates
4
VanEck Associates
New York
$166M
5
UBS Group
5
UBS Group
Switzerland
$61M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$226M
2
Northern Trust
2
Northern Trust
Illinois
$805K
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$1.38M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.07M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$32.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
76
SFMG Wealth Advisors
Texas
$7.97M 398,112 +10,080 +3%
CPIG
77
Chicago Partners Investment Group
Illinois
$7.91M 389,236 +20,202 +5%
CA
78
Clearstead Advisors
Ohio
$7.56M 377,408 -474,510 -56%
Invesco
79
Invesco
Georgia
$7.54M 376,453 -15,234 -4%
SPIA
80
Steward Partners Investment Advisory
New York
$7.38M 368,381 +4,519 +1%
BWFA
81
Baltimore-Washington Financial Advisors
Maryland
$7.37M 367,895 +16,106 +5%
AWM
82
AE Wealth Management
Kansas
$6.73M 327,240 +43,838 +15%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$6.54M 326,302 +46,111 +16%
OC
84
Oppenheimer & Co
New York
$6.51M 325,203 -13,245 -4%
AAM
85
Advisors Asset Management
Colorado
$6.46M 322,594 -44,618 -12%
Canada Life
86
Canada Life
Manitoba, Canada
$6.36M 319,565 -32,250 -9%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$6.34M 316,645 +31,044 +11%
RBC
88
Romano Brothers & Co
Illinois
$5.95M 297,116 +597 +0.2%
JF
89
Jump Financial
Illinois
$5.94M 296,500 +73,222 +33%
FWIA
90
Fort Washington Investment Advisors
Ohio
$5.91M 294,881 -56,171 -16%
Creative Planning
91
Creative Planning
Kansas
$5.9M 294,312 +2,633 +0.9%
William Blair & Company
92
William Blair & Company
Illinois
$5.87M 293,185 +86,719 +42%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$5.84M 291,333 +278,797 +2,224%
MOS
94
MGO One Seven
Ohio
$5.74M 286,408 +272,511 +1,961%
SIC
95
Salem Investment Counselors
North Carolina
$5.67M 283,205 -3,255 -1%
HF
96
HRT Financial
New York
$5.51M 275,225 +275,225 New
SIG
97
Sargent Investment Group
Maryland
$5.51M 274,975 +11,440 +4%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$5.5M 274,757 +1,400 +0.5%
DC
99
Davenport & Co
Virginia
$5.46M 272,507 -7,184 -3%
EWM
100
Evercore Wealth Management
New York
$5.28M 263,545 +263,545 New
2 3
4
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