Who Owns ARDC?

ARES DYNAMIC CREDIT ALLOCATION FUND, INC. — Institutional Ownership & 13F Holdings

$12.51

+0.01 (+0.04%)

Market Cap

$307.7M

Shares Outstanding

23,965,972

Institutional Holders

50

Total Inst. Value

$87.5M

% of Float Held

QoQ Holder Change

+17

Institutional data as of Q1 2025

New Positions

14

Closed Positions

8

Increased

16

Decreased

12

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1WELLS FARGO & COMPANY/MN$24.0M1,701,821
2GUGGENHEIM CAPITAL LLC$6.1M434,722
3Advisors Asset Management, Inc.$5.7M406,418
4MORGAN STANLEY$5.7M404,913
5United Advisor Group, LLC$4.7M330,844
6STIFEL FINANCIAL CORP$4.1M287,866
7Invesco Ltd.$3.9M274,317
8BANK OF AMERICA CORP /DE/$3.6M252,708
9Capital Investment Advisors, LLC$2.9M208,174
10Hennion & Walsh Asset Management, Inc.$2.9M204,909

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Frequently Asked Questions

How many institutional investors hold ARDC?

As of Q1 2025, 50 institutional investors report holding ARDC (ARES DYNAMIC CREDIT ALLOCATION FUND, INC.) in their 13F filings.

Which hedge fund owns the most ARDC?

The largest institutional holder of ARDC is WELLS FARGO & COMPANY/MN with $24.0M in shares.

Are institutions buying or selling ARDC?

This quarter, 14 institutions opened new positions in ARDC and 8 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.