ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

50 hedge funds and large institutions have $96M invested in Are Dynamic Credit Allocation Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$17.1M
2
Wells Fargo
Wells Fargo
California
$12.3M
3
NW
NewEdge Wealth
Pennsylvania
$1.16M
4
Bank of America
Bank of America
North Carolina
$2.62M
5
RJA
Raymond James & Associates
Florida
$1.77M

Top Sellers

1
VCM
Vivaldi Capital Management
Illinois
$0
2
Lazard Asset Management
Lazard Asset Management
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$1.39M
4
UBS Group
UBS Group
Switzerland
$2.16M
5
AA
AQR Arbitrage
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
51
Vivaldi Capital Management
Illinois
– -$4.06M -314,712 Closed
AA
52
AQR Arbitrage
Connecticut
– -$400K -31,022 Closed
FFA
53
First Foundation Advisors
California
– -$217K -16,798 Closed
9WM
54
9258 Wealth Management
Ohio
– -$169K -13,118 Closed
PGAM
55
Princeton Global Asset Management
New Jersey
– -$10.3K -800 Closed
Lazard Asset Management
56
Lazard Asset Management
New York
– -$689K – –
1 2
3