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Ares Capital
ARCC

Overview Fund Activity

644 hedge funds and large institutions have $4.13B invested in Ares Capital in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 282 increasing their positions, 162 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+17
Holders Change %
+2.71%
% of All Funds
10.39%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
88
Increased
282
Reduced
162
Closed
55
Calls
$50.7M
Puts
$255M
Net Calls
-$204M
Net Calls Change
-$14.2M

Top Buyers

1
CSA
Cottage Street Advisors
Massachusetts
$521M
2
Marshall Wace
Marshall Wace
United Kingdom
$83.8M
3
Goldman Sachs
Goldman Sachs
New York
$31.6M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$8.53M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$209M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$514M
2
NWM
Nicola Wealth Management
British Columbia, Canada
$0
3
PR
Payden & Rygel
California
$208K
4
Two Sigma Investments
Two Sigma Investments
New York
$18.9M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$2.06M -$170K -12,015 -8%
BLC
177
Brown, Lisle/Cummings
Rhode Island
$2.05M +$343K +18,550 +20%
SWM
178
Sculati Wealth Management
Michigan
$2.01M +$23.1K +1,253 +1%
SCI
179
Stableford Capital II
Arizona
$2M +$7.46K +401 +0.4%
JWCA
180
J.W. Cole Advisors
Florida
$1.88M +$525K +28,442 +39%
BFA
181
Brendel Financial Advisors
New Hampshire
$1.88M -$6.82K -369 -0.4%
AWS
182
Atria Wealth Solutions
New York
$1.88M +$395K +21,398 +27%
MML Investors Services
183
MML Investors Services
Massachusetts
$1.84M +$92.2K +4,991 +5%
Brown Advisory
184
Brown Advisory
Maryland
$1.8M +$242K +13,113 +16%
BBL
185
Beck Bode LLC
Massachusetts
$1.79M +$4.49K +243 +0.3%
Mackenzie Financial
186
Mackenzie Financial
Ontario, Canada
$1.71M +$1.17M +63,284 +216%
DSC
187
Duncker Streett & Co
Missouri
$1.65M +$8.77K +475 +0.5%
AA
188
ALPS Advisors
Colorado
$1.64M -$192K -10,400 -10%
PAS
189
Park Avenue Securities
New York
$1.64M -$19.9K -1,076 -1%
PVM
190
Palogic Value Management
Texas
$1.63M +$1.63M +88,433 New
SCA
191
Snowden Capital Advisors
New York
$1.63M +$176K +9,522 +12%
LFG
192
Larson Financial Group
Missouri
$1.61M +$39.4K +2,135 +3%
Macquarie Group
193
Macquarie Group
Australia
$1.58M – – –
SFPG
194
Stonebridge Financial Planning Group
Florida
$1.56M +$610 +33 +0%
AWM
195
Axxcess Wealth Management
California
$1.55M +$405K +21,907 +35%
BI
196
Bramshill Investments
Florida
$1.52M +$51.9K +2,811 +4%
PRC
197
Pearl River Capital
Michigan
$1.51M +$619K +33,516 +69%
AR
198
Advisory Research
Illinois
$1.51M -$41.6K -2,250 -3%
BPC
199
Banque Pictet & Cie
Switzerland
$1.5M – – –
PNAA
200
Pictet North America Advisors
Switzerland
$1.5M – – –
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