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Ares Capital
ARCC

Overview Fund Activity

652 hedge funds and large institutions have $3.25B invested in Ares Capital in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 261 increasing their positions, 194 reducing their positions, and 52 closing their positions.

Holders
652
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
10.4%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
60
Increased
261
Reduced
194
Closed
52
Calls
$69.6M
Puts
$146M
Net Calls
-$76.6M
Net Calls Change
-$6.45M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$94.1M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$89.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$40.9M
4
VanEck Associates
4
VanEck Associates
New York
$145M
5
Morgan Stanley
5
Morgan Stanley
New York
$232M

Top Sellers

1
EG
1
Enstar Group
Bermuda
$0
2
BlackRock
2
BlackRock
New York
$28.8M
3
Wells Fargo
3
Wells Fargo
California
$59.4M
4
Millennium Management
4
Millennium Management
New York
$16M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$84.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
151
Ascent Group
Virginia
$2.82M 144,865 -6,798 -4%
CWP
152
Curated Wealth Partners
California
$2.8M 143,653 – –
TCBWMS
153
Texas Capital Bank Wealth Management Services
Texas
$2.79M 143,440 +2,566 +2%
WSCM
154
Wellington Shields Capital Management
New York
$2.72M 139,891 +4,911 +4%
AWA
155
Arkadios Wealth Advisors
Georgia
$2.71M 139,312 +3,080 +2%
MA
156
Mutual Advisors
Nebraska
$2.68M 137,473 -44 -0%
IWM
157
IHT Wealth Management
Illinois
$2.62M 134,723 +2,544 +2%
MML Investors Services
158
MML Investors Services
Massachusetts
$2.6M 133,618 +17,633 +15%
BRWA
159
B. Riley Wealth Advisors
Florida
$2.55M 131,133 -10,178 -7%
Jane Street
160
Jane Street
New York
$2.53M 130,093 +38,816 +43%
Truist Financial
161
Truist Financial
North Carolina
$2.49M 127,634 +556 +0.4%
SC
162
Sierra Capital
Florida
$2.48M 127,192 – –
WSTAM
163
Wilbanks Smith & Thomas Asset Management
Virginia
$2.45M 125,862 -13,558 -10%
Brown Advisory
164
Brown Advisory
Maryland
$2.42M 124,480 -581 -0.5%
JIC
165
Joel Isaacson & Co
New York
$2.41M 123,573 -700 -0.6%
Comerica Bank
166
Comerica Bank
Texas
$2.39M 123,009 +123,009 New
SWP
167
Stratos Wealth Partners
Ohio
$2.37M 121,897 -2,786 -2%
HWM
168
HB Wealth Management
Georgia
$2.37M 121,874 +34,228 +39%
BAAM
169
Baker Avenue Asset Management
California
$2.37M 121,613 +82,914 +214%
BCV
170
Banque Cantonale Vaudoise
Switzerland
$2.35M 120,903 – –
JWCA
171
J.W. Cole Advisors
Florida
$2.33M 119,814 +15,040 +14%
FM
172
Family Management
New York
$2.31M 118,539 +28,149 +31%
WT
173
Whittier Trust
California
$2.28M 116,964 – –
AWS
174
Atria Wealth Solutions
New York
$2.27M 116,833 +8,327 +8%
SWM
175
Sculati Wealth Management
Michigan
$2.19M 112,364 +2,537 +2%
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