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 %
FFWM
51
Future Financial Wealth Management
Ohio
$19K – – –
IA
52
IFP Advisors
Florida
$13K +$13K +799 New
PGAM
53
Princeton Global Asset Management
New Jersey
$12K – – –
GI
54
Gradient Investments
Minnesota
$5K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$4K – – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
APA
57
American Portfolios Advisors
New York
$2.63K +$2.63K +182 New
FF
58
FourThought Financial
Florida
$1K – – –
ARC
59
Advisor Resource Council
Texas
– -$504K -30,818 Closed
FPCM
60
Financial Partners Capital Management
New York
– -$245K -15,004 Closed
CW
61
CreativeOne Wealth
Kansas
– -$168K -10,300 Closed
CA
62
CoreCap Advisors
Michigan
– -$18K -1,100 Closed
GAM
63
Gemmer Asset Management
California
– -$8K -500 Closed
CA
64
Centerpoint Advisors
Massachusetts
– -$4K -264 Closed
Fidelity Investments
65
Fidelity Investments
Massachusetts
– -$1K -35 Closed
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