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Ares Capital
ARCC

Overview Fund Activity

741 hedge funds and large institutions have $3.85B invested in Ares Capital in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 326 increasing their positions, 197 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+15
Holders Change %
+2.07%
% of All Funds
10.72%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
71
Increased
326
Reduced
197
Closed
46
Calls
$56.1M
Puts
$97M
Net Calls
-$40.9M
Net Calls Change
-$18.6M

Top Buyers

1
Invesco
Invesco
Georgia
$59.2M
2
VanEck Associates
VanEck Associates
New York
$272M
3
Northern Trust
Northern Trust
Illinois
$21.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26M
5
DA
Denali Advisors
California
$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$290M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$9.42M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$77M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$90.9M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$7.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
151
Prairiewood Capital
North Dakota
$3.56M +$376K +17,965 +12%
HWM
152
HB Wealth Management
Georgia
$3.5M -$253K -12,069 -7%
MCM
153
Marathon Capital Management
Maryland
$3.45M +$4.19K +200 +0.1%
WSCM
154
Wellington Shields Capital Management
New York
$3.43M +$97.4K +4,652 +3%
TC
155
Truvestments Capital
Florida
$3.43M +$176K +8,418 +5%
AWM
156
AE Wealth Management
Kansas
$3.31M -$33.7K -1,607 -1%
BP
157
BBR Partners
New York
$3.27M +$126 +6 +0%
OWP
158
Obermeyer Wealth Partners
Colorado
$3.27M +$116K +5,526 +4%
AWS
159
Atria Wealth Solutions
New York
$3.22M -$136K -6,486 -4%
CWP
160
Curated Wealth Partners
California
$3.21M – – –
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$3.2M -$32K -1,526 -1%
WA
162
Waverly Advisors
Alabama
$3.2M +$1.6M +76,498 +100%
PCA
163
Providence Capital Advisors
North Carolina
$3.19M +$22.3K +1,063 +0.7%
MHI
164
Miller Howard Investments
New York
$3.14M +$3.14M +150,000 New
CTI
165
Community Trust & Investment
Kentucky
$3.13M -$15.5K -740 -0.5%
CF
166
Copperwynd Financial
Arizona
$3.09M +$326K +15,566 +12%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$3.04M +$201K +9,590 +7%
FFN
168
Focus Financial Network
Minnesota
$3.03M -$246K -11,752 -8%
IWM
169
IHT Wealth Management
Illinois
$2.99M +$108K +5,153 +4%
SPC
170
Sigma Planning Corp
Michigan
$2.99M +$198K +9,461 +7%
EE
171
EWG Elevate
California
$2.98M +$33.9K +1,618 +1%
USCWA
172
U.S. Capital Wealth Advisors
Texas
$2.96M -$127K -6,059 -4%
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.87M – – –
TCBWMS
174
Texas Capital Bank Wealth Management Services
Texas
$2.85M +$3.92K +187 +0.1%
Truist Financial
175
Truist Financial
North Carolina
$2.83M -$42.4K -2,027 -1%
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