ARDC

Are Dynamic Credit Allocation Fund

53 hedge funds and large institutions have $125M invested in Are Dynamic Credit Allocation Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DA
26
Doliver Advisors
Texas
$916K +$916K +59,009 New
WAM
27
Wolverine Asset Management
Illinois
$647K +$647K +41,665 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$642K -$8.05K -518 -1%
Millennium Management
29
Millennium Management
New York
$567K +$567K +36,509 New
RJA
30
Raymond James & Associates
Florida
$514K +$76K +4,898 +17%
Barclays
31
Barclays
United Kingdom
$380K
AFNAS
32
American Financial Network Advisory Services
California
$284K +$284K +18,243 +121,620%
KA
33
Kovack Advisors
Florida
$264K
WCMNY
34
Westchester Capital Management (New York)
New York
$239K
MMA
35
Miracle Mile Advisors
California
$233K +$57.8K +3,720 +33%
BRF
36
B. Riley Financial
California
$225K
IWC
37
Integrated Wealth Concepts
Massachusetts
$213K +$55.3K +3,516 +35%
OC
38
Oppenheimer & Co
New York
$210K +$210K +13,500 New
EGA
39
E&G Advisors
Texas
$191K +$191K +12,300 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$186K -$110K -7,098 -37%
WI
41
Wintrust Investments
Illinois
$165K -$358 -23 -0.2%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$144K +$144K +9,250 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$49K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$40K +$40K +2,585 New
APP
45
Avantax Planning Partners
Iowa
$28K +$28K +1,793 New
PFO
46
Pathstone Family Office
New Jersey
$26K +$26K +1,685 New
SF
47
Synovus Financial
Georgia
$19K
US Bancorp
48
US Bancorp
Minnesota
$10K
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$3.87K +247 +63%
IA
50
IFP Advisors
Florida
$8K