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Ares Capital

709 hedge funds and large institutions have $3.48B invested in Ares Capital in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 272 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 41

35% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 202

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

8% more funds holding

Funds holding: 657709 (+52)

7% more capital invested

Capital invested by funds: $3.25B → $3.48B (+$234M)

0.59% more ownership

Funds ownership: 29.91%30.51% (+0.59%)

58% less call options, than puts

Call options by funds: $64.3M | Put options by funds: $153M

Holders
709
Holders Change
+52
Holders Change %
+7.91%
% of All Funds
10.32%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
104
Increased
272
Reduced
202
Closed
41
Calls
$64.3M
Puts
$153M
Net Calls
-$88.6M
Net Calls Change
-$12M

ARCC Hedge Fund Activity: Q4 2023 in Review

709 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q4 2023, worth a combined $3.48B — up 7.2% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new ARCC positions and 41 closed out — a net gain of 63 holders — while 272 added to existing stakes and 202 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.6M. The largest seller was Royal Bank of Canada, cutting an estimated $17.5M.

  • 709 institutional investors held Ares Capital (ARCC) as of Q4 2023, up from 657 in Q3 2023.
  • Funds reported $3.48B of Ares Capital stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 104 funds opened new Ares Capital positions in Q4 2023 and 41 closed out, a net change of +63 holders.
  • The largest Ares Capital buyer in Q4 2023 was Morgan Stanley, an estimated $34.6M added.
  • The largest Ares Capital seller in Q4 2023 was Royal Bank of Canada, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2023.