ARDC

Are Dynamic Credit Allocation Fund

42 hedge funds and large institutions have $120M invested in Are Dynamic Credit Allocation Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$14.3M 870,552 +286,720 +49%
UBS Group
2
UBS Group
Switzerland
$13.8M 839,735 -24,192 -3%
PPA
3
Parametric Portfolio Associates
Washington
$13.7M 833,564 -34,539 -4%
RCM
4
Rivernorth Capital Management
Florida
$11.7M 711,948 -83,109 -10%
Wells Fargo
5
Wells Fargo
California
$9.57M 583,744 +97,311 +20%
Invesco
6
Invesco
Georgia
$9.23M 562,610 +108,247 +24%
Bessemer Group
7
Bessemer Group
New Jersey
$6.82M 416,115 -61,203 -13%
COLIM
8
City of London Investment Management
United Kingdom
$4.67M 285,107 -16,787 -6%
Bank of America
9
Bank of America
North Carolina
$4.4M 268,219 +9,862 +4%
Morgan Stanley
10
Morgan Stanley
New York
$4.03M 245,583 +8,650 +4%
GC
11
Guggenheim Capital
Illinois
$3.5M 213,396 +35,365 +20%
Cohen & Steers
12
Cohen & Steers
New York
$3.06M 186,489 -34,158 -15%
RCM
13
Robinson Capital Management
Michigan
$2.97M 180,928
First Trust Advisors
14
First Trust Advisors
Illinois
$2.81M 171,188 +23,184 +16%
CIA
15
Capital Investment Advisors
Georgia
$2.18M 132,905 +122,902 +1,229%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.69M 102,858 -193 -0.2%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$1.12M 68,175 -252,601 -79%
AFNAS
18
American Financial Network Advisory Services
California
$1.11M 67,813 +67,813 New
Stifel Financial
19
Stifel Financial
Missouri
$1.05M 64,021 -5,680 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$970K 59,132 -4,126 -7%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$911K 55,511 +8,604 +18%
AG
22
Advisor Group
Arizona
$909K 55,390 +4,125 +8%
RVPG
23
Relative Value Partners Group
$884K 53,878 -969 -2%
SIA
24
Sit Investment Associates
Minnesota
$820K 50,000 +50,000 New
RJA
25
Raymond James & Associates
Florida
$818K 49,873 -11,336 -19%