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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.

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
1
Fidelity Investments
Massachusetts
$114M
2
VanEck Associates
2
VanEck Associates
New York
$202M
3
GAA
3
Global Assets Advisory
Florida
$13.6M
4
MSL
4
Mackay Shields LLC
New York
$12.7M
5
SIC
5
Sigma Investment Counselors
Michigan
$12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$308M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$139M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$21.2M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$52.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.95M
Name Market Value Shares Shares
Change 		Shares
Change %
EL
76
EMFO LLC
Florida
$8.87M 426,057 -20,250 -5%
GIM
77
Greenwich Investment Management
Connecticut
$8.72M 419,015 +5,560 +1%
JF
78
Jump Financial
Illinois
$8.71M 418,500 +122,000 +41%
SWA
79
SFMG Wealth Advisors
Texas
$8.68M 416,703 +18,591 +5%
SPIA
80
Steward Partners Investment Advisory
New York
$8.67M 416,361 +47,980 +13%
CA
81
Clearstead Advisors
Ohio
$8.63M 408,389 +30,981 +8%
EWM
82
Evercore Wealth Management
New York
$8.6M 412,827 +149,282 +57%
ECM
83
Evergreen Capital Management
Washington
$8.45M 405,294 -111,978 -22%
CCM
84
Callodine Capital Management
Massachusetts
$8.33M 400,000 +150,000 +60%
BWFA
85
Baltimore-Washington Financial Advisors
Maryland
$8.16M 392,063 +24,168 +7%
MOS
86
MGO One Seven
Ohio
$8.09M 388,472 +102,064 +36%
Invesco
87
Invesco
Georgia
$7.97M 382,636 +6,183 +2%
CA
88
Cetera Advisors
Colorado
$7.87M 378,052 +133,759 +55%
Canada Life
89
Canada Life
Manitoba, Canada
$7.84M 376,079 +56,514 +18%
Boston Partners
90
Boston Partners
Massachusetts
$7.79M 374,241 +374,241 New
HCM
91
Hilton Capital Management
New York
$7.01M 336,693 +76,209 +29%
Creative Planning
92
Creative Planning
Kansas
$6.97M 334,602 +40,290 +14%
PCM
93
Palisade Capital Management
New Jersey
$6.93M 333,070 -103,150 -24%
AAM
94
Advisors Asset Management
Colorado
$6.79M 326,351 +3,757 +1%
OC
95
Oppenheimer & Co
New York
$6.63M 318,454 -6,749 -2%
SIC
96
Salem Investment Counselors
North Carolina
$6.43M 308,645 +25,440 +9%
RBC
97
Romano Brothers & Co
Illinois
$6.32M 303,362 +6,246 +2%
FWIA
98
Fort Washington Investment Advisors
Ohio
$6.14M 294,881 – –
DC
99
Davenport & Co
Virginia
$6.08M 291,829 +19,322 +7%
TA
100
Tectonic Advisors
Texas
$5.94M 285,115 +24,785 +10%
2 3
4
5 6