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ARDC

Are Dynamic Credit Allocation Fund
ARDC

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

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

8% more funds holding

Funds holding: 53 → 57 (+4)

0.33% more ownership

Funds ownership: 36.89% → 37.22% (+0.33%)

11% less capital invested

Capital invested by funds: $139M → $123M (-$15.1M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

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

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.84M
2
VCM
Vivaldi Capital Management
Illinois
+$894K
3
WAM
Wolverine Asset Management
Illinois
+$598K
4
SCM
Saba Capital Management
New York
+$566K
5
Walleye Capital
Walleye Capital
New York
+$476K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.77M
2
Cohen & Steers
Cohen & Steers
New York
-$1.5M
3
Wells Fargo
Wells Fargo
California
-$886K
4
PPA
Parametric Portfolio Associates
Washington
-$721K
5
UBS Group
UBS Group
Switzerland
-$653K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
51
Future Financial Wealth Management
Ohio
$19K – – –
IA
52
IFP Advisors
Florida
$13K +$12.1K +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 +$2.75K +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
1 2
3

ARDC Hedge Fund Activity: Q1 2022 in Review

57 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q1 2022, worth a combined $123M — down 11% from $139M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ARDC positions and 8 closed out — a net gain of 5 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.84M. The largest seller was Guggenheim Capital, cutting an estimated $1.77M.

  • 57 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q1 2022, up from 53 in Q4 2021.
  • Funds reported $123M of Are Dynamic Credit Allocation Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 13 funds opened new Are Dynamic Credit Allocation Fund positions in Q1 2022 and 8 closed out, a net change of +5 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $2.84M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q1 2022 was Guggenheim Capital, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2022.