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ARDC

Are Dynamic Credit Allocation Fund

29 hedge funds and large institutions have $77.3M invested in Are Dynamic Credit Allocation Fund in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

8% more capital invested

Capital invested by funds: $71.4M → $77.3M (+$5.91M)

1.41% more ownership

Funds ownership: 26.31%27.72% (+1.4%)

19% less funds holding

Funds holding: 3629 (-7)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
29
Holders Change
-7
Holders Change %
-19.44%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
5
Closed
13
Calls
Puts
Net Calls
Net Calls Change

ARDC Hedge Fund Activity: Q1 2015 in Review

29 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q1 2015, worth a combined $77.3M — up 8.3% from $71.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ARDC and 6 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 15 added.

The largest buyer was Yorktown Management & Research Company, opening a new position worth an estimated $2.68M. The largest seller was NWQ Investment Management Company, exiting entirely with an estimated $4.82M sold.

  • 29 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q1 2015, down from 36 in Q4 2014.
  • Funds reported $77.3M of Are Dynamic Credit Allocation Fund stock for Q1 2015, up 8.3% quarter-over-quarter.
  • 6 funds opened new Are Dynamic Credit Allocation Fund positions in Q1 2015 and 13 closed out, a net change of -7 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q1 2015 was Yorktown Management & Research Company, an estimated $2.68M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q1 2015 was NWQ Investment Management Company, an estimated $4.82M sold.

Based on aggregated 13F filings for Q1 2015.