Are Dynamic Credit Allocation Fund
ARDC
49 hedge funds and large institutions have $94.4M invested in Are Dynamic Credit Allocation Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
8% more capital invested
Capital invested by funds: $87.2M → $94.4M (+$7.23M)
2% more funds holding
Funds holding: 48 → 49 (+1)
0.94% more ownership
Funds ownership: 26.74% → 27.67% (+0.94%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.79M |
| 2 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$2.09M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.82M |
| 4 |
CWP
Curated Wealth Partners
El Segundo,
California
|
+$1.24M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$811K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.91M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.62M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$824K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$461K |
| 5 |
Morgan Stanley
New York
|
-$436K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Corient Private Wealth
Miami,
Florida
| – | -$185K | -13,014 | Closed |
|
|
CCG
52
Catalina Capital Group
Torrance,
California
| – | -$176K | -12,400 | Closed |
|
|
TSMHT
53
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$93.6K | -6,578 | Closed |
|
|
CWC
54
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$23.8K | -1,673 | Closed |
|
|
FFWM
55
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$18.5K | -1,300 | Closed |
|
ARDC Hedge Fund Activity: Q2 2024 in Review
49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q2 2024, worth a combined $94.4M — up 8.3% from $87.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ARDC positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.79M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.91M sold.
- 49 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q2 2024, up from 48 in Q1 2024.
- Funds reported $94.4M of Are Dynamic Credit Allocation Fund stock for Q2 2024, up 8.3% quarter-over-quarter.
- 8 funds opened new Are Dynamic Credit Allocation Fund positions in Q2 2024 and 6 closed out, a net change of +2 holders.
- The largest Are Dynamic Credit Allocation Fund buyer in Q2 2024 was Wells Fargo, an estimated $2.79M added.
- The largest Are Dynamic Credit Allocation Fund seller in Q2 2024 was Sit Investment Associates, an estimated $2.91M sold.
Based on aggregated 13F filings for Q2 2024.