ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

49 hedge funds and large institutions have $99M invested in Are Dynamic Credit Allocation Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.38M
2
FIA
Foundations Investment Advisors
Arizona
+$1.12M
3
SAM
Secure Asset Management
Michigan
+$902K
4
Stifel Financial
Stifel Financial
Missouri
+$818K
5
Bank of America
Bank of America
North Carolina
+$489K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.87M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.08M
3
Morgan Stanley
Morgan Stanley
New York
-$328K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$318K
5
CIA
Capital Investment Advisors
Georgia
-$294K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
Sanctuary Advisors
Indiana
– -$165K -10,818 Closed
CP
52
Camelot Portfolios
Ohio
– -$159K -10,400 Closed
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
– -$5K -327 Closed
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