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Ares Capital

447 hedge funds and large institutions have $2.82B invested in Ares Capital in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 38

1% more funds holding

Funds holding: 441447 (+6)

2% more capital invested

Capital invested by funds: $2.78B → $2.82B (+$48.8M)

0% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 154

0.85% less ownership

Funds ownership: 41.28%40.43% (-0.85%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

55% less call options, than puts

Call options by funds: $9.57M | Put options by funds: $21.4M

Holders
447
Holders Change
+6
Holders Change %
+1.36%
% of All Funds
10.23%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
49
Increased
154
Reduced
154
Closed
38
Calls
$9.57M
Puts
$21.4M
Net Calls
-$11.8M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$249M -$5.05K -307 -0%
Morgan Stanley
2
Morgan Stanley
New York
$124M +$281K +17,102 +0.2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$103M +$6.87M +417,725 +7%
VNIM
4
Vaughan Nelson Investment Management
Texas
$92M -$4.18M -254,336 -4%
CIM
5
Confluence Investment Management
Missouri
$86M -$903K -54,961 -1%
Ameriprise
6
Ameriprise
Minnesota
$79.9M -$15M -912,902 -16%
MC
7
Muzinich & Co
New York
$75.6M -$37.5M -2,279,720 -33%
Wells Fargo
8
Wells Fargo
California
$67.1M -$16.4M -1,000,813 -20%
Deutsche Bank
9
Deutsche Bank
Germany
$65.6M +$9.16M +557,580 +16%
Millennium Management
10
Millennium Management
New York
$56.1M +$22.1M +1,346,837 +65%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$52M -$180K -10,981 -0.3%
UBS Group
12
UBS Group
Switzerland
$49.6M +$2.01M +122,371 +4%
OAC
13
OMERS Administration Corp
Ontario, Canada
$45.1M +$1.01M +61,162 +2%
JVBC
14
J.V. Bruni & Co
Colorado
$39.9M -$68.4K -4,163 -0.2%
AM
15
Ares Management
California
$39.3M +$1.15M +70,149 +3%
Brown Advisory
16
Brown Advisory
Maryland
$38.7M +$682K +41,468 +2%
CCP
17
Clough Capital Partners
Massachusetts
$38.4M -$230K -14,000 -0.6%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$37.8M +$17.7M +1,079,252 +88%
VanEck Associates
19
VanEck Associates
New York
$37.7M +$1.07M +65,013 +3%
Bank of America
20
Bank of America
North Carolina
$37.5M +$857K +52,123 +2%
Two Sigma Investments
21
Two Sigma Investments
New York
$33.7M +$25.9M +1,575,285 +331%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$33.2M +$28.6M +1,740,900 +629%
ClearBridge Investments
23
ClearBridge Investments
New York
$30.2M -$2.31M -140,681 -7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$28.9M -$496K -30,185 -2%
Citadel Advisors
25
Citadel Advisors
Florida
$27.9M -$4.8M -291,777 -15%

ARCC Hedge Fund Activity: Q2 2018 in Review

447 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q2 2018, worth a combined $2.82B — up 1.8% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new ARCC positions and 38 closed out — a net gain of 11 holders — while 154 added to existing stakes and 154 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $28.6M. The largest seller was Muzinich & Co, cutting an estimated $37.5M.

  • 447 institutional investors held Ares Capital (ARCC) as of Q2 2018, up from 441 in Q1 2018.
  • Funds reported $2.82B of Ares Capital stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 49 funds opened new Ares Capital positions in Q2 2018 and 38 closed out, a net change of +11 holders.
  • The largest Ares Capital buyer in Q2 2018 was Two Sigma Advisers, an estimated $28.6M added.
  • The largest Ares Capital seller in Q2 2018 was Muzinich & Co, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2018.