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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$308M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$139M
3
Two Sigma Investments
Two Sigma Investments
New York
$21.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$52.9M
5
Citadel Advisors
Citadel Advisors
Florida
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
151
Clear Creek Financial Management
Washington
$3.13M +$1.79M +86,091 +134%
MHI
152
Miller Howard Investments
New York
$3.12M – – –
CAM
153
Cubic Asset Management
Massachusetts
$3.1M +$1.04K +50 +0%
PCA
154
Providence Capital Advisors
North Carolina
$3.1M +$70.1K +3,367 +2%
IWM
155
IHT Wealth Management
Illinois
$3.06M +$231K +11,100 +8%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06M -$514K -24,670 -14%
EE
157
EWG Elevate
California
$3.05M +$179K +8,614 +6%
AWM
158
AE Wealth Management
Kansas
$2.99M -$3.82M -183,422 -56%
OWP
159
Obermeyer Wealth Partners
Colorado
$2.89M +$1.93M +92,569 +201%
PC
160
Prairiewood Capital
North Dakota
$2.87M +$576K +27,668 +25%
AWS
161
Atria Wealth Solutions
New York
$2.86M +$330K +15,474 +13%
HWAM
162
Hennion & Walsh Asset Management
New Jersey
$2.85M -$194K -9,319 -6%
BCM
163
BluePointe Capital Management
California
$2.84M +$78.6K +3,774 +3%
SPC
164
Sigma Planning Corp
Michigan
$2.84M +$841K +40,415 +42%
PCA
165
Pallas Capital Advisors
Massachusetts
$2.84M +$330K +15,862 +13%
Truist Financial
166
Truist Financial
North Carolina
$2.8M +$192K +9,219 +7%
Barclays
167
Barclays
United Kingdom
$2.79M +$2.7M +129,600 +2,899%
AWA
168
Arkadios Wealth Advisors
Georgia
$2.78M -$163K -7,850 -6%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$2.76M +$333K +16,012 +14%
TCBWMS
170
Texas Capital Bank Wealth Management Services
Texas
$2.71M +$333K +16,017 +14%
Kovitz Investment Group Partners
171
Kovitz Investment Group Partners
Illinois
$2.7M +$1.48M +71,007 +121%
Brown Advisory
172
Brown Advisory
Maryland
$2.66M +$67.2K +3,229 +3%
WC
173
Waterloo Capital
Texas
$2.59M +$165K +7,938 +7%
BAAM
174
Baker Avenue Asset Management
California
$2.58M -$125K -6,011 -5%
AAS
175
Avantax Advisory Services
Texas
$2.58M +$641K +30,811 +33%
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