Are Dynamic Credit Allocation Fund
ARDC
50 hedge funds and large institutions have $95.9M invested in Are Dynamic Credit Allocation Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 49 → 50 (+1)
2% more capital invested
Capital invested by funds: $94.4M → $95.9M (+$1.51M)
0.28% less ownership
Funds ownership: 27.67% → 27.39% (-0.28%)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.73M |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.82M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.02M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$863K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$486K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.09M |
| 2 |
Cohen & Steers
New York
|
-$2.02M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.48M |
| 4 |
OC
Oppenheimer & Co
New York
|
-$949K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$789K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
51
Oppenheimer & Co
New York
| – | -$949K | -63,767 | Closed |
|
|
52
Envestnet Asset Management
Chicago,
Illinois
| – | -$789K | -53,002 | Closed |
|
|
WCMNY
53
Westchester Capital Management (New York)
Valhalla,
New York
| – | -$428K | -28,713 | Closed |
|
|
IWC
54
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$332K | -22,299 | Closed |
|
|
JFG
55
Jefferies Financial Group
New York
| – | -$149K | -10,000 | Closed |
|
ARDC Hedge Fund Activity: Q3 2024 in Review
50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q3 2024, worth a combined $95.9M — up 1.6% from $94.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ARDC positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.73M. The largest seller was First Trust Advisors, cutting an estimated $2.09M.
- 50 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q3 2024, up from 49 in Q2 2024.
- Funds reported $95.9M of Are Dynamic Credit Allocation Fund stock for Q3 2024, up 1.6% quarter-over-quarter.
- 6 funds opened new Are Dynamic Credit Allocation Fund positions in Q3 2024 and 5 closed out, a net change of +1 holder.
- The largest Are Dynamic Credit Allocation Fund buyer in Q3 2024 was Wells Fargo, an estimated $3.73M added.
- The largest Are Dynamic Credit Allocation Fund seller in Q3 2024 was First Trust Advisors, an estimated $2.09M sold.
Based on aggregated 13F filings for Q3 2024.