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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 %
FM
201
Family Management
New York
$1.92M -$219K -10,524 -10%
AFG
202
Albion Financial Group
Utah
$1.91M +$86.9K +4,175 +5%
BONH
203
Bank of New Hampshire
New Hampshire
$1.91M +$160K +7,667 +9%
KPWS
204
Kestra Private Wealth Services
Texas
$1.89M +$145K +6,983 +8%
DM
205
Delphi Management
Massachusetts
$1.86M +$246K +11,792 +15%
UAG
206
United Advisor Group
Ohio
$1.8M +$1.8M +86,527 New
AWM
207
Apollon Wealth Management
South Carolina
$1.78M +$275K +13,222 +18%
SFPG
208
Stonebridge Financial Planning Group
Florida
$1.78M +$1.17K +56 +0.1%
Macquarie Group
209
Macquarie Group
Australia
$1.78M – – –
GA
210
GraniteShares Advisors
New York
$1.76M +$224K +10,738 +15%
TFCM
211
Taylor Frigon Capital Management
Arizona
$1.75M +$13.6K +651 +0.8%
AA
212
ALPS Advisors
Colorado
$1.72M +$139K +6,695 +9%
SWM
213
SeaCrest Wealth Management
New York
$1.7M +$207K +9,952 +14%
LFG
214
Larson Financial Group
Missouri
$1.68M -$76.2K -3,658 -4%
RFN
215
RDA Financial Network
Iowa
$1.68M -$16.8K -805 -1%
GMA
216
Glassy Mountain Advisors
Maryland
$1.65M +$15.2K +729 +0.9%
SWP
217
Stratos Wealth Partners
Ohio
$1.64M -$60.3K -2,895 -4%
EGA
218
Eagle Global Advisors
Texas
$1.62M – – –
JIC
219
Johnson Investment Counsel
Ohio
$1.61M – – –
State Street
220
State Street
Massachusetts
$1.6M – – –
NW
221
NewEdge Wealth
Pennsylvania
$1.59M +$53.7K +2,615 +3%
WWA
222
WCG Wealth Advisors
Nevada
$1.57M -$8.33K -400 -0.5%
WSTAM
223
Wilbanks Smith & Thomas Asset Management
Virginia
$1.57M -$27.5K -1,323 -2%
BHPW
224
Beverly Hills Private Wealth
California
$1.54M -$172K -8,247 -10%
MML Investors Services
225
MML Investors Services
Massachusetts
$1.53M -$281K -13,495 -16%
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