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Ares Capital

537 hedge funds and large institutions have $2.54B invested in Ares Capital in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 162 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $25.1M

35% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 48

17% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 162

14% more capital invested

Capital invested by funds: $2.23B → $2.54B (+$306M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2% more funds holding

Funds holding: 526537 (+11)

0.26% less ownership

Funds ownership: 31.32%31.07% (-0.26%)

Holders
537
Holders Change
+11
Holders Change %
+2.09%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
65
Increased
190
Reduced
162
Closed
48
Calls
$47.2M
Puts
$25.1M
Net Calls
+$22.1M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$189M +$1.16M +64,525 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$187M -$2.93M -163,123 -2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$104M +$66.1M +3,674,100 +195%
OAC
4
OMERS Administration Corp
Ontario, Canada
$102M +$2.05M +113,949 +2%
CIM
5
Confluence Investment Management
Missouri
$79.7M -$882K -49,036 -1%
Legal & General Group
6
Legal & General Group
United Kingdom
$63.8M -$1.03M -57,213 -2%
Ameriprise
7
Ameriprise
Minnesota
$63.3M -$4.97M -276,418 -8%
Bank of America
8
Bank of America
North Carolina
$61.6M +$736K +40,918 +1%
CIM
9
CCLA Investment Management
United Kingdom
$59.9M +$6.07M +337,558 +12%
Wells Fargo
10
Wells Fargo
California
$59.6M +$251K +13,966 +0.4%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$52.8M -$6.94M -386,200 -12%
HighTower Advisors
12
HighTower Advisors
Illinois
$43.7M -$739K -41,110 -2%
UBS Group
13
UBS Group
Switzerland
$37.9M -$427K -23,765 -1%
VanEck Associates
14
VanEck Associates
New York
$35.8M -$4.15M -231,038 -11%
Two Sigma Investments
15
Two Sigma Investments
New York
$34.6M -$809K -45,005 -2%
JVBC
16
J.V. Bruni & Co
Colorado
$33.2M -$1.97M -109,712 -6%
LSV Asset Management
17
LSV Asset Management
Illinois
$32.9M +$1.19M +66,016 +4%
BlackRock
18
BlackRock
New York
$32.5M +$2.12M +117,901 +7%
SIS
19
Sound Income Strategies
Florida
$32.3M +$497K +27,665 +2%
Stifel Financial
20
Stifel Financial
Missouri
$31M +$1.88M +104,591 +7%
JP Morgan Chase
21
JP Morgan Chase
New York
$30.7M -$6.7M -372,573 -19%
MC
22
Muzinich & Co
New York
$28.7M -$3.24M -180,454 -11%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$28.4M -$3.24M -180,454 -11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$28M +$6.64M +369,610 +33%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$26.7M -$9.19M -511,200 -26%

ARCC Hedge Fund Activity: Q1 2021 in Review

537 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q1 2021, worth a combined $2.54B — up 14% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new ARCC positions and 48 closed out — a net gain of 17 holders — while 190 added to existing stakes and 162 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $66.1M. The largest seller was Arrowstreet Capital, cutting an estimated $20.7M.

  • 537 institutional investors held Ares Capital (ARCC) as of Q1 2021, up from 526 in Q4 2020.
  • Funds reported $2.54B of Ares Capital stock for Q1 2021, up 14% quarter-over-quarter.
  • 65 funds opened new Ares Capital positions in Q1 2021 and 48 closed out, a net change of +17 holders.
  • The largest Ares Capital buyer in Q1 2021 was Baillie Gifford & Co, an estimated $66.1M added.
  • The largest Ares Capital seller in Q1 2021 was Arrowstreet Capital, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2021.