Are Dynamic Credit Allocation Fund
ARDC
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 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
1.2% more ownership
Funds ownership: 27.39% → 28.59% (+1.2%)
3% more capital invested
Capital invested by funds: $95.9M → $99M (+$3.1M)
2% less funds holding
Funds holding: 50 → 49 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.39M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.13M |
| 3 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$907K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$822K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$492K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.88M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.08M |
| 3 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$591K |
| 4 |
Morgan Stanley
New York
|
-$330K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$320K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NAS
51
NWF Advisory Services
Los Angeles,
California
| – | -$591K | -38,650 | Closed |
|
|
SA
52
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$165K | -10,818 | Closed |
|
|
CP
53
Camelot Portfolios
Maumee,
Ohio
| – | -$159K | -10,400 | Closed |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -327 | Closed |
|
ARDC Hedge Fund Activity: Q4 2024 in Review
49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q4 2024, worth a combined $99M — up 3.2% from $95.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ARDC positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.39M. The largest seller was Cohen & Steers, cutting an estimated $1.88M.
- 49 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q4 2024, down from 50 in Q3 2024.
- Funds reported $99M of Are Dynamic Credit Allocation Fund stock for Q4 2024, up 3.2% quarter-over-quarter.
- 7 funds opened new Are Dynamic Credit Allocation Fund positions in Q4 2024 and 5 closed out, a net change of +2 holders.
- The largest Are Dynamic Credit Allocation Fund buyer in Q4 2024 was Wells Fargo, an estimated $1.39M added.
- The largest Are Dynamic Credit Allocation Fund seller in Q4 2024 was Cohen & Steers, an estimated $1.88M sold.
Based on aggregated 13F filings for Q4 2024.