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Ares Capital

426 hedge funds and large institutions have $3.45B invested in Ares Capital in 2017 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 181 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 27

93% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 94

21% more capital invested

Capital invested by funds: $2.84B → $3.45B (+$608M)

14% more funds holding

Funds holding: 373426 (+53)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

8.3% less ownership

Funds ownership: 54.94%46.64% (-8.3%)

22% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $38.3M

Holders
426
Holders Change
+53
Holders Change %
+14.21%
% of All Funds
10.6%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.62%
New
85
Increased
181
Reduced
94
Closed
27
Calls
$29.9M
Puts
$38.3M
Net Calls
-$8.38M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$266M -$122K -7,084 -0%
MC
2
Muzinich & Co
New York
$235M +$93.9M +5,436,225 +67%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$153M +$4.35M +251,747 +3%
VNIM
4
Vaughan Nelson Investment Management
Texas
$119M +$5.52M +319,710 +5%
Morgan Stanley
5
Morgan Stanley
New York
$115M +$8.03M +464,939 +8%
Ameriprise
6
Ameriprise
Minnesota
$94.2M +$4.16M +240,664 +5%
CIM
7
Confluence Investment Management
Missouri
$81.1M +$3.28M +190,032 +4%
Wells Fargo
8
Wells Fargo
California
$78.9M +$16.2M +936,324 +26%
UBS Group
9
UBS Group
Switzerland
$70.6M +$13.1M +756,707 +23%
EAM
10
Edge Asset Management
Washington
$61.1M +$1.6M +92,631 +3%
DFG
11
Delphi Financial Group
Delaware
$60.9M
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$59.6M +$15.2M +877,835 +34%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$55.6M -$6.91M -400,000 -11%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$54.9M -$3.52M -203,964 -6%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$53.7M +$31M +1,795,694 +138%
Two Sigma Investments
16
Two Sigma Investments
New York
$53.6M +$9.38M +542,826 +21%
ClearBridge Investments
17
ClearBridge Investments
New York
$52.2M +$12.5M +725,980 +32%
Millennium Management
18
Millennium Management
New York
$50.5M +$21M +1,216,623 +72%
CCP
19
Clough Capital Partners
Massachusetts
$46.5M +$252K +14,559 +0.5%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$41M +$5.22M +302,215 +15%
Brown Advisory
21
Brown Advisory
Maryland
$40M +$39.3M +2,273,643 +7,931%
AM
22
Ares Management
California
$39.8M +$14.1M +814,552 +55%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$39.7M +$38.8M +2,247,140 +5,845%
CWAM
24
Columbia Wanger Asset Management
Illinois
$39.4M +$14.6M +844,441 +59%
Principal Financial Group
25
Principal Financial Group
Iowa
$36.2M +$3.94M +228,059 +12%

ARCC Hedge Fund Activity: Q1 2017 in Review

426 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q1 2017, worth a combined $3.45B — up 21% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new ARCC positions and 27 closed out — a net gain of 58 holders — while 181 added to existing stakes and 94 trimmed.

The largest buyer was Muzinich & Co, adding an estimated $93.9M. The largest seller was Amundi Asset Management US, cutting an estimated $30.9M.

  • 426 institutional investors held Ares Capital (ARCC) as of Q1 2017, up from 373 in Q4 2016.
  • Funds reported $3.45B of Ares Capital stock for Q1 2017, up 21% quarter-over-quarter.
  • 85 funds opened new Ares Capital positions in Q1 2017 and 27 closed out, a net change of +58 holders.
  • The largest Ares Capital buyer in Q1 2017 was Muzinich & Co, an estimated $93.9M added.
  • The largest Ares Capital seller in Q1 2017 was Amundi Asset Management US, an estimated $30.9M sold.

Based on aggregated 13F filings for Q1 2017.