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ARDC

Are Dynamic Credit Allocation Fund
ARDC

63 hedge funds and large institutions have $107M invested in Are Dynamic Credit Allocation Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

11% more funds holding

Funds holding: 57 → 63 (+6)

0.96% more ownership

Funds ownership: 37.22% → 38.18% (+0.96%)

13% less capital invested

Capital invested by funds: $123M → $107M (-$16.5M)

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.1M
2
VCM
Vivaldi Capital Management
Illinois
+$2.51M
3
SCM
Saba Capital Management
New York
+$1.22M
4
BlackRock
BlackRock
New York
+$650K
5
LSC
Logan Stone Capital
Illinois
+$548K

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.54M
2
GC
Guggenheim Capital
Illinois
-$970K
3
Invesco
Invesco
Georgia
-$361K
4
MCA
Magnolia Capital Advisors
Mississippi
-$286K
5
Walleye Capital
Walleye Capital
New York
-$280K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
51
Global Retirement Partners
California
$98K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$55K +$59.9K +4,470 New
SWM
53
Spire Wealth Management
Virginia
$43K – – –
WB
54
Webster Bank
Connecticut
$31K – – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$18K +$20K +1,490 New
IA
56
IFP Advisors
Florida
$13K – – –
CA
57
CoreCap Advisors
Michigan
$13K +$14.7K +1,100 New
PGAM
58
Princeton Global Asset Management
New Jersey
$10K – – –
GI
59
Gradient Investments
Minnesota
$4K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$4K – – –
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
FF
62
FourThought Financial
Florida
$1K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1K +$884 +66 New
RCM
64
Robinson Capital Management
Michigan
$1K +$1K +75 New
MCA
65
Magnolia Capital Advisors
Mississippi
– -$286K -19,794 Closed
RCM
66
Rivernorth Capital Management
Florida
– -$252K -17,423 Closed
FFWM
67
Future Financial Wealth Management
Ohio
– -$19K -1,300 Closed
APA
68
American Portfolios Advisors
New York
– -$2.63K -182 Closed
1 2
3

ARDC Hedge Fund Activity: Q2 2022 in Review

63 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q2 2022, worth a combined $107M — down 13% from $123M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ARDC positions and 4 closed out — a net gain of 7 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $2.54M.

  • 63 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q2 2022, up from 57 in Q1 2022.
  • Funds reported $107M of Are Dynamic Credit Allocation Fund stock for Q2 2022, down 13% quarter-over-quarter.
  • 11 funds opened new Are Dynamic Credit Allocation Fund positions in Q2 2022 and 4 closed out, a net change of +7 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q2 2022 was Morgan Stanley, an estimated $14.1M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2022.