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Are Dynamic Credit Allocation Fund

71 hedge funds and large institutions have $108M invested in Are Dynamic Credit Allocation Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

9% more funds holding

Funds holding: 6571 (+6)

6% more capital invested

Capital invested by funds: $102M → $108M (+$5.85M)

3.6% more ownership

Funds ownership: 30.49%34.09% (+3.6%)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$22.1M -$1.79M -132,046 -7%
Morgan Stanley
2
Morgan Stanley
New York
$6.58M +$147K +10,842 +2%
AF
3
Advisornet Financial
Minnesota
$6.45M +$2.25M +165,888 +52%
GC
4
Guggenheim Capital
Illinois
$5.94M +$1.02M +75,346 +20%
FIA
5
Foundations Investment Advisors
Arizona
$5.71M +$801K +59,102 +16%
UAG
6
United Advisor Group
Ohio
$4.65M -$25.2K -1,858 -0.5%
Invesco
7
Invesco
Georgia
$4.52M +$188K +13,867 +4%
AAM
8
Advisors Asset Management
Colorado
$4.52M -$1.1M -81,199 -19%
SIA
9
Sit Investment Associates
Minnesota
$3.98M +$4.05M +298,905 New
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$3.39M -$131K -9,668 -4%
SFS
11
Shaker Financial Services
Virginia
$3.25M +$3.31M +244,497 New
NW
12
NewEdge Wealth
Pennsylvania
$3.24M +$370K +27,270 +13%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.09M -$30.8K -2,271 -1%
HA
14
Huntleigh Advisors
Missouri
$2.88M +$24.8K +1,833 +0.9%
CIA
15
Capital Investment Advisors
Georgia
$2.53M -$143K -10,524 -5%
Stifel Financial
16
Stifel Financial
Missouri
$2.42M -$95.2K -7,029 -4%
RAM
17
Readystate Asset Management
Illinois
$2.26M +$1.79M +132,178 +353%
Bank of America
18
Bank of America
North Carolina
$1.76M -$710K -52,408 -28%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$1.46M +$1.31M +96,470 +723%
LSC
20
Logan Stone Capital
Illinois
$1.44M +$1.47M +108,646 New
FFA
21
Farther Finance Advisors
California
$1.4M -$23.5K -1,732 -2%
WAM
22
Wolverine Asset Management
Illinois
$1.36M +$1.21M +89,490 +720%
CWP
23
Curated Wealth Partners
California
$1.17M +$30.7K +2,269 +3%
Raymond James Financial
24
Raymond James Financial
Florida
$914K +$247K +18,221 +36%
P
25
&Partners
Tennessee
$899K +$3.09K +228 +0.3%