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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 %
CIBC World Market
151
CIBC World Market
Ontario, Canada
$3M 149,944 +1,948 +1%
CAM
152
Cubic Asset Management
Massachusetts
$2.99M 149,068 -7,765 -5%
TC
153
Truvestments Capital
Florida
$2.95M 147,188 +2,115 +1%
HWAM
154
Hennion & Walsh Asset Management
New Jersey
$2.93M 146,390 +36,284 +33%
WSCM
155
Wellington Shields Capital Management
New York
$2.93M 146,050 +6,159 +4%
PCA
156
Providence Capital Advisors
North Carolina
$2.92M 145,684 -4,462 -3%
AG
157
Ascent Group
Virginia
$2.89M 142,905 -1,960 -1%
CWP
158
Curated Wealth Partners
California
$2.88M 143,653 – –
MFIM
159
Mesirow Financial Investment Management
Illinois
$2.87M 143,463 +143,463 New
AWA
160
Arkadios Wealth Advisors
Georgia
$2.84M 141,542 +2,230 +2%
EE
161
EWG Elevate
California
$2.76M 137,775 -17,662 -11%
IWM
162
IHT Wealth Management
Illinois
$2.72M 135,763 +1,040 +0.8%
BCM
163
BluePointe Capital Management
California
$2.66M 132,766 +132,766 New
PRC
164
Pearl River Capital
Michigan
$2.62M 130,625 -21,472 -14%
BAAM
165
Baker Avenue Asset Management
California
$2.61M 130,115 +8,502 +7%
SC
166
Sierra Capital
Florida
$2.55M 127,192 – –
Comerica Bank
167
Comerica Bank
Texas
$2.51M 125,368 +2,359 +2%
Truist Financial
168
Truist Financial
North Carolina
$2.51M 125,167 -2,467 -2%
Brown Advisory
169
Brown Advisory
Maryland
$2.49M 124,396 -84 -0.1%
BCV
170
Banque Cantonale Vaudoise
Switzerland
$2.42M 120,903 – –
PCA
171
Pallas Capital Advisors
Massachusetts
$2.41M 120,536 +35,854 +42%
AWS
172
Atria Wealth Solutions
New York
$2.38M 118,885 +2,052 +2%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$2.34M 116,731 +26,190 +29%
WC
174
Waterloo Capital
Texas
$2.34M 116,685 +116,685 New
TCBWMS
175
Texas Capital Bank Wealth Management Services
Texas
$2.29M 114,255 -29,185 -20%
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