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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 %
IAA
126
Independent Advisor Alliance
North Carolina
$5.02M +$5.02M +229,547 New
BA
127
Baugh & Associates
Georgia
$5M -$85 -4 -0%
SIC
128
Salem Investment Counselors
North Carolina
$4.97M -$1.56M -71,365 -24%
NEAM
129
New England Asset Management
Connecticut
$4.94M – – –
SW
130
SlateStone Wealth
Florida
$4.75M -$244K -11,160 -5%
CWM
131
Challenger Wealth Management
California
$4.75M +$4.75M +216,998 New
WA
132
Wambolt & Associates
Colorado
$4.74M -$629K -28,739 -12%
Barclays
133
Barclays
United Kingdom
$4.39M +$1.66M +75,993 +61%
CCM
134
Condor Capital Management
New Jersey
$4.39M +$29.2K +1,336 +0.7%
CCM
135
Callodine Capital Management
Massachusetts
$4.38M -$1.09M -50,000 -20%
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$4.38M -$828K -37,816 -16%
WA
137
Waverly Advisors
Alabama
$4.29M +$942K +43,050 +28%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$4.25M -$32.6K -1,490 -0.8%
HWAM
139
Hennion & Walsh Asset Management
New Jersey
$4.22M +$65K +2,970 +2%
OPS
140
Orion Portfolio Solutions
Nebraska
$4.22M -$52.8K -2,414 -1%
BCI
141
Brinker Capital Investments
Pennsylvania
$4.22M -$52.8K -2,414 -1%
FNT
142
First National Trust
Pennsylvania
$4.18M +$2.07M +94,608 +98%
PA
143
Perennial Advisors
New York
$4.18M +$4.18M +191,040 New
Mariner
144
Mariner
Kansas
$4.17M -$132K -6,023 -3%
CSA
145
Cottage Street Advisors
Massachusetts
$4.1M +$18.3K +837 +0.4%
EAM
146
Erste Asset Management
Austria
$4.04M +$3.35M +152,500 +484%
IAIM
147
International Assets Investment Management
Florida
$4.02M -$76.2M -3,432,407 -95%
CCFM
148
Clear Creek Financial Management
Washington
$3.99M +$147K +6,736 +4%
AWM
149
Apollon Wealth Management
South Carolina
$3.98M +$1.43M +65,340 +56%
PC
150
Prairiewood Capital
North Dakota
$3.96M +$236K +10,779 +6%
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