ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

64 hedge funds and large institutions have $95.7M invested in Are Dynamic Credit Allocation Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
16
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
1
Logan Stone Capital
Illinois
$1.96M
2
NFG
2
Nations Financial Group
Iowa
$839K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.09M
4
SCM
4
Saba Capital Management
New York
$2.03M
5
VCM
5
Vivaldi Capital Management
Illinois
$3.95M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$9.88M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.8M
3
Wells Fargo
3
Wells Fargo
California
$4.82M
4
AAM
4
Advisors Asset Management
Colorado
$3.73M
5
SIA
5
Sit Investment Associates
Minnesota
$7.92M
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
26
Miracle Mile Advisors
California
$406K 35,000 – –
IWC
27
Integrated Wealth Concepts
Massachusetts
$381K 32,859 -211 -0.6%
AA
28
AQR Arbitrage
Connecticut
$365K 31,497 +31,497 New
Neuberger Berman Group
29
Neuberger Berman Group
New York
$348K 30,000 – –
NA
30
NewEdge Advisors
Louisiana
$325K 28,676 +617 +2%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$259K 22,333 +1,326 +6%
Lazard Asset Management
32
Lazard Asset Management
New York
– – – –
Corient Private Wealth
33
Corient Private Wealth
Florida
$257K 22,178 +22,178 New
WAM
34
Wolverine Asset Management
Illinois
$252K 21,714 +21,714 New
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$246K 21,211 – –
EGA
36
E&G Advisors
Texas
$238K 20,546 – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$233K 20,145 +2,455 +14%
LPL Financial
38
LPL Financial
California
$228K 19,655 +642 +3%
WCMNY
39
Westchester Capital Management (New York)
New York
$204K 17,626 – –
LCM
40
Landscape Capital Management
New Jersey
$202K 17,467 +3,771 +28%
FFA
41
First Foundation Advisors
California
$195K 16,798 – –
CAN
42
Cetera Advisor Networks
California
$189K 16,349 +16,349 New
9WM
43
9258 Wealth Management
Ohio
$188K 16,248 -4,921 -23%
VF
44
Virtu Financial
New York
$180K 15,530 +15,530 New
IAIM
45
International Assets Investment Management
Florida
$176K 15,169 +15,169 New
Goldman Sachs
46
Goldman Sachs
New York
$170K 14,699 – –
RJA
47
Raymond James & Associates
Florida
$150K 12,915 -20,689 -62%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$148K 12,802 +2,082 +19%
Mariner
49
Mariner
Kansas
$127K 10,984 +10,984 New
EC
50
Elequin Capital
New York
$126K 10,904 +10,904 New
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