We are live on ! Find out more
ARCC icon

Ares Capital

646 hedge funds and large institutions have $4.13B invested in Ares Capital in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 283 increasing their positions, 163 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 163

60% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 55

48% more capital invested

Capital invested by funds: $2.79B → $4.13B (+$1.35B)

3% more funds holding

Funds holding: 629646 (+17)

0.77% more ownership

Funds ownership: 32.64%33.41% (+0.77%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

80% less call options, than puts

Call options by funds: $50.7M | Put options by funds: $255M

Holders
646
Holders Change
+17
Holders Change %
+2.7%
% of All Funds
10.38%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
88
Increased
283
Reduced
163
Closed
55
Calls
$50.7M
Puts
$255M
Net Calls
-$204M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CSA
1
Cottage Street Advisors
Massachusetts
$521M +$40.7M +2,164,859 +1,507%
AWA
2
Arete Wealth Advisors
Illinois
$514M -$430K -22,884 -45%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$209M +$5.93M +315,961 +3%
Morgan Stanley
4
Morgan Stanley
New York
$208M +$1.93M +102,796 +0.9%
VanEck Associates
5
VanEck Associates
New York
$106M +$5.63M +299,544 +6%
OAC
6
OMERS Administration Corp
Ontario, Canada
$103M -$1.25M -66,434 -1%
Bank of America
7
Bank of America
North Carolina
$97.4M -$10.2M -540,585 -9%
Marshall Wace
8
Marshall Wace
United Kingdom
$83.8M +$54.2M +2,883,828 +175%
CIM
9
Confluence Investment Management
Missouri
$83.6M +$1.19M +63,596 +1%
EG
10
Enstar Group
Bermuda
$75.5M +$1.44M +76,610 +2%
Legal & General Group
11
Legal & General Group
United Kingdom
$70.3M +$4.22M +224,553 +6%
Wells Fargo
12
Wells Fargo
California
$70.2M +$535K +28,463 +0.8%
Ameriprise
13
Ameriprise
Minnesota
$66.7M +$77K +4,102 +0.1%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$57.3M -$3.91M -208,400 -6%
ACM
15
Advisors Capital Management
New Jersey
$54.6M +$2.9M +154,537 +6%
BTCPP
16
Border to Coast Pensions Partnership
United Kingdom
$47M
HighTower Advisors
17
HighTower Advisors
Illinois
$46.9M -$2.82M -149,952 -6%
LPL Financial
18
LPL Financial
California
$45.2M +$2.45M +130,459 +6%
UBS Group
19
UBS Group
Switzerland
$42.7M -$5.85M -311,507 -12%
Stifel Financial
20
Stifel Financial
Missouri
$37.9M -$698K -37,153 -2%
CIM
21
CCLA Investment Management
United Kingdom
$36.2M
BlackRock
22
BlackRock
New York
$35.2M +$692K +36,856 +2%
SIS
23
Sound Income Strategies
Florida
$34.9M +$2.32M +123,264 +7%
AM
24
Ares Management
California
$34.2M -$6.85M -364,680 -16%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$33.5M -$3.95M -210,269 -10%

ARCC Hedge Fund Activity: Q4 2022 in Review

646 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q4 2022, worth a combined $4.13B — up 48% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new ARCC positions and 55 closed out — a net gain of 33 holders — while 283 added to existing stakes and 163 trimmed.

The largest buyer was Marshall Wace, adding an estimated $54.2M. The largest seller was Nicola Wealth Management, exiting entirely with an estimated $17.9M sold.

  • 646 institutional investors held Ares Capital (ARCC) as of Q4 2022, up from 629 in Q3 2022.
  • Funds reported $4.13B of Ares Capital stock for Q4 2022, up 48% quarter-over-quarter.
  • 88 funds opened new Ares Capital positions in Q4 2022 and 55 closed out, a net change of +33 holders.
  • The largest Ares Capital buyer in Q4 2022 was Marshall Wace, an estimated $54.2M added.
  • The largest Ares Capital seller in Q4 2022 was Nicola Wealth Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2022.