Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ares Dynamic Cr Allocation F (ARDC)

63 + Investors. Track Smart Money conviction in ARDC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — ARDC

Based on 63 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ARDC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
63 funds currently hold this stock — 91% of the 3.0-year high of 69 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

34 buying33 selling
Last quarter: 34 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 12 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
39 out of 63 hedge funds have held ARDC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

11 → 14 → 12 → 9 → 11 new funds/Q
New funds entering each quarter: 14 → 12 → 9 → 11. ARDC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Entry-cohort mix of 63 holders: 39 (62%) are 2+ year veterans, 8 entered 1–2 years ago, and 16 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
11 of 63 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in ARDC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ARDC

In 2026 Q2, 34 hedge funds were net buyers of ARDC (11 opened a new position, 23 added to an existing one), while 33 reduced or exited (20 trimmed, 13 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 46% of total institutional value in ARDC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 63.

Hedge Fund Ownership: ARDC

How many hedge funds hold ARDC — quarterly history vs. share price
Quarterly hedge fund ownership of ARDC vs. share price

Market Analysis: ARDC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARDC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: ARDC
63 + Investors

Track Smart Money conviction in ARDC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 63 65 -3.08%
13F Shares 8M 8M -2.68%
Total Value $92M $91M 1.51%
New Positions 11 9 +2
Increased Positions 23 18 +5
Closed Positions 13 13 -
Reduced Positions 20 25 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ARDC

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Institutional Holders (2026 Q2)

63 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ARDC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ARDC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thomas J. Herzfeld Advisors, Inc. 0.58% 150,623 $1.9M
2 Closed-End Fund Advisors, Inc. 0.49% 39,748 $502K
3 United Advisor Group, LLC 0.47% 354,015 $4.5M
4 Shaker Financial Services, LLC 0.41% 103,541 $1.3M
5 AdvisorNet Financial, Inc 0.35% 601,286 $7.6M
6 Huntleigh Advisors, Inc. 0.31% 175,097 $2.2M
7 Icon Advisers Inc/Co 0.23% 97,237 $1.2M
8 Virtus Investment Advisers, LLC 0.08% 27,117 $342K
9 Hennion & Walsh Asset Management, Inc. 0.08% 219,107 $2.8M
10 Foundations Investment Advisors, LLC 0.04% 338,475 $4.3M
11 Advisors Asset Management, Inc. 0.04% 228,388 $2.9M
12 E&G Advisors, LLC 0.04% 15,386 $194K
13 Nations Financial Group Inc, /Ia/ /Adv 0.04% 61,645 $779K
14 Guggenheim Capital LLC 0.03% 432,308 $5.5M
15 NewEdge Wealth, LLC 0.03% 249,723 $3.2M
16 Capital Investment Advisors, LLC 0.03% 187,571 $2.4M
17 NWF Advisory Services Inc. 0.02% 20,050 $253K
18 Founders Financial Alliance, LLC 0.02% 11,046 $140K
19 Integrity Advisory Solutions, LLC 0.02% 14,221 $180K
20 Farther Finance Advisors, LLC 0.02% 157,252 $2.0M
21 Key Capital Management, INC 0.01% 960 $12K
22 Noble Wealth Management PBC 0.01% 994 $13K
23 Oppenheimer & Co Inc 0.00% 36,110 $456K
24 Wells Fargo & Company/Mn 0.00% 1,913,094 $24.2M
25 World Investment Advisors 0.00% 16,940 $212K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ares Dynamic Cr Allocation F (ARDC)

What does the Smart Money Trend signal show for ARDC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ARDC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ARDC?

Slight buying edge — 51% buying: Last quarter: 34 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ARDC holders?

Elite ownership — 46% AUM from top-100 funds: 11 of 63 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in ARDC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ARDC?

62% of holders stayed for 2+ years: 39 out of 63 hedge funds have held ARDC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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