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Ares Capital

349 hedge funds and large institutions have $2.16B invested in Ares Capital in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

1% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 124

2% less funds holding

Funds holding: 357349 (-8)

7% less capital invested

Capital invested by funds: $2.33B → $2.16B (-$169M)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

68% less call options, than puts

Call options by funds: $8.58M | Put options by funds: $26.5M

Holders
349
Holders Change
-8
Holders Change %
-2.24%
% of All Funds
9.3%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
33
Increased
123
Reduced
124
Closed
39
Calls
$8.58M
Puts
$26.5M
Net Calls
-$17.9M
Net Calls Change
-$8.98M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$227M +$17M +1,230,979 +9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$132M -$11.3M -821,200 -8%
Ameriprise
3
Ameriprise
Minnesota
$117M +$12.7M +923,390 +13%
VNIM
4
Vaughan Nelson Investment Management
Texas
$76.5M +$1.84M +133,421 +3%
Morgan Stanley
5
Morgan Stanley
New York
$70.9M -$21.5M -1,559,424 -25%
BAM
6
Burgundy Asset Management
Ontario, Canada
$55.1M +$1.63M +118,486 +3%
CIM
7
Confluence Investment Management
Missouri
$52.9M +$4.02M +292,194 +9%
UBS Group
8
UBS Group
Switzerland
$52.1M -$13.9M -1,009,308 -22%
DFG
9
Delphi Financial Group
Delaware
$48M +$4.06M +295,070 +10%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$47.4M +$262K +19,002 +0.6%
Wells Fargo
11
Wells Fargo
California
$39M -$5.21M -378,059 -13%
EAM
12
Edge Asset Management
Washington
$37.6M -$339K -24,622 -1%
LCP
13
Lombardia Capital Partners
California
$37.4M -$1.51M -109,378 -4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$36.9M +$13.8M +1,004,234 +68%
ClearBridge Investments
15
ClearBridge Investments
New York
$36.3M -$1.81M -131,658 -5%
Bank of America
16
Bank of America
North Carolina
$35.6M +$2.63M +191,071 +9%
CCP
17
Clough Capital Partners
Massachusetts
$29.6M +$20.4M +1,480,700 +288%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$24.4M +$2.1M +152,656 +10%
VLKIM
19
Van Lanschot Kempen Investment Management
Netherlands
$22.3M +$419K +30,400 +2%
Principal Financial Group
20
Principal Financial Group
Iowa
$22.3M +$951K +69,053 +5%
MC
21
Muzinich & Co
New York
$22M +$653K +47,385 +3%
NSCM
22
New South Capital Management
Tennessee
$21.9M +$1.31M +95,030 +7%
Invesco
23
Invesco
Georgia
$21M -$2.8M -203,480 -13%
Two Sigma Investments
24
Two Sigma Investments
New York
$20.3M -$3.69M -268,256 -16%
Comerica Bank
25
Comerica Bank
Texas
$19.7M +$1.08M +78,537 +6%

ARCC Hedge Fund Activity: Q1 2016 in Review

349 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q1 2016, worth a combined $2.16B — down 7.3% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of ARCC and 33 opened new positions — a net loss of 6 holders — while 124 trimmed existing stakes and 123 added.

The largest buyer was Clough Capital Partners, adding an estimated $20.4M. The largest seller was Goldman Sachs, cutting an estimated $36.6M.

  • 349 institutional investors held Ares Capital (ARCC) as of Q1 2016, down from 357 in Q4 2015.
  • Funds reported $2.16B of Ares Capital stock for Q1 2016, down 7.3% quarter-over-quarter.
  • 33 funds opened new Ares Capital positions in Q1 2016 and 39 closed out, a net change of -6 holders.
  • The largest Ares Capital buyer in Q1 2016 was Clough Capital Partners, an estimated $20.4M added.
  • The largest Ares Capital seller in Q1 2016 was Goldman Sachs, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2016.