ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

57 hedge funds and large institutions have $123M invested in Are Dynamic Credit Allocation Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
14
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.14M
2
VCM
Vivaldi Capital Management
Illinois
$768K
3
WAM
Wolverine Asset Management
Illinois
$571K
4
SCM
Saba Capital Management
New York
$542K
5
Walleye Capital
Walleye Capital
New York
$455K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$18.4M
2
Cohen & Steers
Cohen & Steers
New York
$9.59M
3
Wells Fargo
Wells Fargo
California
$9.09M
4
PPA
Parametric Portfolio Associates
Washington
$15M
5
UBS Group
UBS Group
Switzerland
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
26
Roosevelt Investment Group
New York
$441K +$441K +30,567 New
HighTower Advisors
27
HighTower Advisors
Illinois
$433K -$10.2K -706 -2%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$433K +$433K +30,000 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$384K -$129K -8,924 -25%
9WM
30
9258 Wealth Management
Ohio
$347K +$1.13K +78 +0.3%
NA
31
NewEdge Advisors
Louisiana
$341K +$21.7K +1,500 +7%
LCM
32
Landscape Capital Management
New Jersey
$327K +$327K +22,658 New
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$306K – – –
EGA
34
E&G Advisors
Texas
$305K -$7.99K -554 -3%
MCA
35
Magnolia Capital Advisors
Mississippi
$286K +$286K +19,794 New
LPL Financial
36
LPL Financial
California
$282K +$15.6K +1,082 +6%
WCMNY
37
Westchester Capital Management (New York)
New York
$254K +$254K +17,626 New
RCM
38
Rivernorth Capital Management
Florida
$252K +$252K +17,423 New
FFA
39
First Foundation Advisors
California
$242K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$241K +$112K +7,769 +87%
RJA
41
Raymond James & Associates
Florida
$231K – – –
Truist Financial
42
Truist Financial
North Carolina
$217K – – –
BCM
43
Bluefin Capital Management
New York
$213K -$307K -21,264 -59%
Goldman Sachs
44
Goldman Sachs
New York
$212K +$212K +14,699 New
BJL
45
Brighton Jones LLC
Washington
$207K – – –
Lazard Asset Management
46
Lazard Asset Management
New York
$199K -$445K – –
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$171K +$11.7K +811 +7%
GRP
48
Global Retirement Partners
California
$102K -$6.37K -502 -6%
SWM
49
Spire Wealth Management
Virginia
$51K – – –
WB
50
Webster Bank
Connecticut
$37K – – –
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