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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 %
RBC
101
Romano Brothers & Co
Illinois
$7.75M +$781K +35,659 +11%
Lido Advisors
102
Lido Advisors
California
$7.74M +$1.09M +49,982 +16%
PAG
103
Private Advisor Group
New Jersey
$7.39M +$540K +24,652 +8%
ACM
104
Aquatic Capital Management
Illinois
$7.27M +$2.83M +129,361 +64%
KAS
105
Kestra Advisory Services
Texas
$7.16M +$406K +18,559 +6%
HCM
106
Hilton Capital Management
New York
$6.9M -$922K -42,097 -12%
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$6.79M -$588K -26,884 -8%
CIC
108
Carnegie Investment Counsel
Ohio
$6.76M +$369K +16,857 +6%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$6.69M +$845K +38,624 +14%
NFT
110
Nan Fung Trinity
Hong Kong
$6.63M +$6.63M +303,100 New
DC
111
Davenport & Co
Virginia
$6.48M +$90.6K +4,141 +1%
FIA
112
Foundations Investment Advisors
Arizona
$6.45M +$1.22M +55,561 +23%
FCMA
113
Foresight Capital Management Advisors
Michigan
$6.44M +$296K +13,540 +5%
William Blair & Company
114
William Blair & Company
Illinois
$6.14M +$197K +8,986 +3%
Skandinaviska Enskilda Banken (SEB)
115
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.05M – – –
SAM
116
Smith Asset Management
Florida
$5.9M +$5.9M +269,725 New
Creative Planning
117
Creative Planning
Kansas
$5.83M +$226K +10,337 +4%
SIG
118
Sargent Investment Group
Maryland
$5.82M +$113K +5,115 +2%
BPA
119
Beacon Pointe Advisors
California
$5.77M +$766K +35,008 +15%
MCP
120
Mirador Capital Partners
California
$5.32M +$70.4K +3,217 +1%
Allspring Global Investments
121
Allspring Global Investments
North Carolina
$5.24M +$661K +30,217 +14%
KCPG
122
Kavar Capital Partners Group
Kansas
$5.24M +$77.5K +3,542 +2%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.11M +$249K +11,355 +5%
FIM
124
Fernwood Investment Management
Massachusetts
$5.09M +$37.6K +1,719 +0.7%
MFIM
125
Mesirow Financial Investment Management
Illinois
$5.05M +$413K +18,857 +9%
3 4
5
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