ARDC

Are Dynamic Credit Allocation Fund

54 hedge funds and large institutions have $86.3M invested in Are Dynamic Credit Allocation Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-10
Holders Change %
-15.63%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
16
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.5M -$735K -61,396 -6%
Cohen & Steers
2
Cohen & Steers
New York
$8.06M
Wells Fargo
3
Wells Fargo
California
$7.75M +$2.78M +231,844 +56%
SIA
4
Sit Investment Associates
Minnesota
$7.01M -$1.17M -97,734 -14%
GC
5
Guggenheim Capital
Illinois
$5.08M -$5.12M -427,839 -50%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.93M +$3.8M +317,529 +337%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$4.61M +$472K +39,442 +11%
VCM
8
Vivaldi Capital Management
Illinois
$4.1M +$125K +10,447 +3%
Stifel Financial
9
Stifel Financial
Missouri
$3.64M +$21.5K +1,797 +0.6%
AAM
10
Advisors Asset Management
Colorado
$3.63M -$223K -18,652 -6%
UBS Group
11
UBS Group
Switzerland
$3.13M -$158K -13,233 -5%
CIA
12
Capital Investment Advisors
Georgia
$2.75M +$154K +12,867 +6%
First Trust Advisors
13
First Trust Advisors
Illinois
$2.7M -$530K -44,286 -16%
Invesco
14
Invesco
Georgia
$1.73M -$4.73M -395,296 -73%
Bank of America
15
Bank of America
North Carolina
$1.42M -$72.6K -6,063 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.26M +$16.7K +1,399 +1%
OC
17
Oppenheimer & Co
New York
$1.25M +$60.7K +5,070 +5%
SCM
18
Saba Capital Management
New York
$1.21M -$889K -74,242 -42%
CWP
19
Curated Wealth Partners
California
$1.03M
NFG
20
Nations Financial Group
Iowa
$926K +$59.9K +5,003 +7%
Jane Street
21
Jane Street
New York
$727K +$727K +60,706 New
Goldman Sachs
22
Goldman Sachs
New York
$554K +$378K +31,600 +215%
HF
23
HRT Financial
New York
$547K +$547K +45,743 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$542K +$301K +25,127 +125%
AA
25
AQR Arbitrage
Connecticut
$539K +$162K +13,522 +43%