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ARDC

Are Dynamic Credit Allocation Fund

40 hedge funds and large institutions have $84.3M invested in Are Dynamic Credit Allocation Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2.31% less ownership

Funds ownership: 28.93%26.62% (-2.3%)

7% less funds holding

Funds holding: 4340 (-3)

7% less capital invested

Capital invested by funds: $90.9M → $84.3M (-$6.62M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
TFS Capital
Pennsylvania
$259K +$259K +18,858 New
DS
27
DRW Securities
Illinois
$224K -$50.7K -3,700 -19%
BRF
28
B. Riley Financial
California
$219K
WAM
29
Wolverine Asset Management
Illinois
$173K -$91.6K -6,679 -35%
MMA
30
Miracle Mile Advisors
California
$158K
SG Americas Securities
31
SG Americas Securities
New York
$150K -$506K -36,894 -77%
SG
32
Societe Generale
$150K +$149K +10,898 New
CIA
33
Capital Investment Advisors
Georgia
$138K
AC
34
Alleghany Corporation
New York
$131K +$3.07K +224 +2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$98K +$22.6K +1,652 +30%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$51K +$1.47K +107 +3%
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$22K
MFS
38
MSI Financial Services
Massachusetts
$11K +$11.3K +825 New
PCM
39
Penserra Capital Management
California
$3K
PPA
40
Parametric Portfolio Associates
Washington
-$6.87M -513,641 Closed
BI
41
BlueSpruce Investments
Illinois
-$5.37M -401,529 Closed
LPL Financial
42
LPL Financial
California
-$827K -62,300 Closed
AMH
43
Apollo Management Holdings
New York
-$669K -50,000 Closed
BTS
44
BB&T Securities
Virginia
-$235K -17,584 Closed
IHL
45
Investment House LLC
California
-$141K -10,555 Closed
US Bancorp
46
US Bancorp
Minnesota
-$137K -10,270 Closed
AIG
47
American International Group
New York
-$37K -2,790 Closed
TRCT
48
Tower Research Capital (TRC)
New York
-$4K -268 Closed
DBT
49
Dubuque Bank & Trust
Iowa
+$123 +9 New

ARDC Hedge Fund Activity: Q2 2016 in Review

40 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q2 2016, worth a combined $84.3M — down 7.3% from $90.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ARDC and 6 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 15 added.

The largest buyer was Laurion Capital Management, adding an estimated $3.55M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $6.87M sold.

  • 40 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q2 2016, down from 43 in Q1 2016.
  • Funds reported $84.3M of Are Dynamic Credit Allocation Fund stock for Q2 2016, down 7.3% quarter-over-quarter.
  • 6 funds opened new Are Dynamic Credit Allocation Fund positions in Q2 2016 and 9 closed out, a net change of -3 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q2 2016 was Laurion Capital Management, an estimated $3.55M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $6.87M sold.

Based on aggregated 13F filings for Q2 2016.