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Ares Capital

826 hedge funds and large institutions have $5.19B invested in Ares Capital in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 344 increasing their positions, 197 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 46

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

75% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 197

35% more capital invested

Capital invested by funds: $3.86B → $5.19B (+$1.33B)

10% more funds holding

Funds holding: 748826 (+78)

1.22% more ownership

Funds ownership: 29.74%30.95% (+1.2%)

67% less call options, than puts

Call options by funds: $68.2M | Put options by funds: $204M

Holders
826
Holders Change
+78
Holders Change %
+10.43%
% of All Funds
10.88%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
138
Increased
344
Reduced
197
Closed
46
Calls
$68.2M
Puts
$204M
Net Calls
-$135M
Net Calls Change
-$94.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$812M +$12.2K +567 +2%
Morgan Stanley
2
Morgan Stanley
New York
$325M +$21.8M +1,008,187 +7%
VanEck Associates
3
VanEck Associates
New York
$310M +$32.1M +1,489,552 +12%
Bank of America
4
Bank of America
North Carolina
$174M +$18.8M +871,370 +12%
Legal & General Group
5
Legal & General Group
United Kingdom
$102M -$5.28M -244,628 -5%
JP Morgan Chase
6
JP Morgan Chase
New York
$93.4M +$19M +881,450 +26%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$89.5M -$5.35M -248,040 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$87.7M +$7.13M +330,556 +9%
GAM
9
Generali Asset Management
Italy
$84.4M +$83.2M +3,856,848 New
CIM
10
Confluence Investment Management
Missouri
$83.5M -$504K -23,352 -0.6%
Ameriprise
11
Ameriprise
Minnesota
$81.5M -$13.6M -629,496 -14%
Wells Fargo
12
Wells Fargo
California
$78M +$4.62M +214,285 +6%
ACM
13
Advisors Capital Management
New Jersey
$77.1M +$2.28M +105,526 +3%
LPL Financial
14
LPL Financial
California
$71.7M -$7.09M -328,468 -9%
UBS Group
15
UBS Group
Switzerland
$62.4M +$14.5M +670,062 +31%
AIM
16
Allen Investment Management
New York
$60.1M +$14.1M +652,547 +31%
Two Sigma Investments
17
Two Sigma Investments
New York
$58.6M +$25.9M +1,198,580 +81%
Raymond James Financial
18
Raymond James Financial
Florida
$58.2M +$57.3M +2,656,928 New
Goldman Sachs
19
Goldman Sachs
New York
$54.2M +$4.66M +216,167 +10%
BlackRock
20
BlackRock
New York
$53.4M +$11.9M +553,768 +29%
Stifel Financial
21
Stifel Financial
Missouri
$51.1M +$3.16M +146,319 +7%
SIS
22
Sound Income Strategies
Florida
$50.7M +$2.09M +96,992 +4%
CIM
23
CCLA Investment Management
United Kingdom
$48.4M +$11.5M +531,305 +32%
P3I
24
Progeny 3 Inc
Washington
$46.5M +$982K +45,510 +2%
AM
25
Ares Management
California
$41.5M -$5.52M -256,039 -12%

ARCC Hedge Fund Activity: Q4 2024 in Review

826 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q4 2024, worth a combined $5.19B — up 35% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ARCC positions and 46 closed out — a net gain of 92 holders — while 344 added to existing stakes and 197 trimmed.

The largest buyer was VanEck Associates, adding an estimated $32.1M. The largest seller was International Assets Investment Management, cutting an estimated $74.1M.

  • 826 institutional investors held Ares Capital (ARCC) as of Q4 2024, up from 748 in Q3 2024.
  • Funds reported $5.19B of Ares Capital stock for Q4 2024, up 35% quarter-over-quarter.
  • 138 funds opened new Ares Capital positions in Q4 2024 and 46 closed out, a net change of +92 holders.
  • The largest Ares Capital buyer in Q4 2024 was VanEck Associates, an estimated $32.1M added.
  • The largest Ares Capital seller in Q4 2024 was International Assets Investment Management, an estimated $74.1M sold.

Based on aggregated 13F filings for Q4 2024.