We are live on ! Find out more
ARCC icon

Ares Capital

340 hedge funds and large institutions have $2.72B invested in Ares Capital in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 142 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $7.96M

34% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 106

0% more funds holding

Funds holding: 340340 (0)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

1% less capital invested

Capital invested by funds: $2.75B → $2.72B (-$21.9M)

Holders
340
Holders Change
Holders Change %
0%
% of All Funds
9.77%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
45
Increased
142
Reduced
106
Closed
45
Calls
$10.8M
Puts
$7.96M
Net Calls
+$2.89M
Net Calls Change
+$658K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$155M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$134M -$16.3M -949,503 -11%
U
3
UBS
Switzerland
$124M +$20.9M +1,217,897 +21%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$116M -$2.49M -145,068 -2%
Ameriprise
5
Ameriprise
Minnesota
$88.8M +$25.1M +1,459,724 +42%
ClearBridge Investments
6
ClearBridge Investments
New York
$71.4M -$2.1M -122,320 -3%
BAM
7
Burgundy Asset Management
Ontario, Canada
$69M -$991K -57,675 -1%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$66.8M -$36.7M -2,136,516 -36%
Morgan Stanley
9
Morgan Stanley
New York
$66.1M +$7.77M +452,407 +14%
LCP
10
Lombardia Capital Partners
California
$58.7M -$404K -23,492 -0.7%
VNIM
11
Vaughan Nelson Investment Management
Texas
$56.6M -$52.4M -3,047,900 -49%
Wells Fargo
12
Wells Fargo
California
$56.5M +$14.3M +833,837 +36%
MHI
13
Miller Howard Investments
New York
$53.5M +$35.8M +2,086,014 +230%
Bank of America
14
Bank of America
North Carolina
$51.5M +$15.1M +876,776 +44%
Goldman Sachs
15
Goldman Sachs
New York
$45.7M +$10.3M +602,012 +31%
CIM
16
Confluence Investment Management
Missouri
$45.5M +$2.36M +137,592 +6%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$44M -$1.23M -71,797 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$35.2M -$5.36M -311,724 -14%
Invesco
19
Invesco
Georgia
$34.5M +$2.31M +134,367 +7%
BG
20
BlackRock Group
United Kingdom
$32.7M -$5.18M -301,750 -14%
Two Sigma Investments
21
Two Sigma Investments
New York
$32.3M +$17.5M +1,017,696 +129%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$31.3M +$7.36M +428,700 +32%
NSCM
23
New South Capital Management
Tennessee
$30.4M -$240K -13,972 -0.8%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$28.8M +$6.91M +402,312 +33%
PAM
25
PartnerRe Asset Management
Connecticut
$27.5M +$459K +26,706 +2%

ARCC Hedge Fund Activity: Q2 2014 in Review

340 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q2 2014, worth a combined $2.72B — down 0.8% from $2.75B a quarter earlier.

Fund positioning in ARCC was balanced in Q2 2014: 45 funds opened new positions, 45 closed out, 142 added to existing stakes and 106 trimmed.

The largest buyer was Miller Howard Investments, adding an estimated $35.8M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $52.4M.

  • 340 institutional investors held Ares Capital (ARCC) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $2.72B of Ares Capital stock for Q2 2014, down 0.8% quarter-over-quarter.
  • 45 funds opened new Ares Capital positions in Q2 2014 and 45 closed out, a net change of 0 holders.
  • The largest Ares Capital buyer in Q2 2014 was Miller Howard Investments, an estimated $35.8M added.
  • The largest Ares Capital seller in Q2 2014 was Vaughan Nelson Investment Management, an estimated $52.4M sold.

Based on aggregated 13F filings for Q2 2014.