Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ARES DYNAMIC CR ALLOCATION F (ARDC)

69 + 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
↑ +3
Streak
4Q ▲
Buyers last Q
51%

Smart Money Signals — ARDC

Based on 69 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ARDC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
69 hedge funds hold ARDC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +47% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+47% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

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 — ~12 new funds per quarter

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

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new
33 out of 69 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.
📈

Growing discovery — still being found

5 → 11 → 11 → 14 → 12 new funds/Q
New funds entering each quarter: 11 → 11 → 14 → 12. A growing number of institutions are discovering ARDC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 12% 1-2yr ■ 33% new
Of 69 current holders: 38 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
10 of 69 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

-- --
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
2026 Q1 Stats Unlock in 16 days 69 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 69 66 4.55%
13F Shares 8M 7M 10.93%
Total Value $108M $103M 4.81%
New Positions 12 14 -2
Increased Positions 22 26 -4
Closed Positions 9 7 +2
Reduced Positions 24 14 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ARDC

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

69 + investors

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

Top 19 institutional holders of ARDC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 United Advisor Group, LLC 0.54% 358,857 $4.4M
2 Huntleigh Advisors, Inc. 0.47% 227,058 $2.8M
3 AdvisorNet Financial, Inc 0.32% 502,990 $6.1M
4 Curated Wealth Partners LLC 0.13% 88,053 $1.1M
5 E&G Advisors, LP 0.04% 15,596 $190K
6 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% 60,732 $739K
7 Capital Investment Advisors, LLC 0.04% 189,473 $2.3M
8 Farther Finance Advisors, LLC 0.02% 146,491 $1.8M
9 GoalVest Advisory LLC 0.02% 7,000 $85K
10 Janney Montgomery Scott LLC 0.01% 223,790 $3K
11 Noble Wealth Management PBC 0.01% 981 $12K
12 World Investment Advisors 0.00% 17,668 $215K
13 Spire Wealth Management 0.00% 7,500 $91K
14 WEBSTER BANK, N. A. 0.00% 2,531 $31K
15 OPPENHEIMER & CO INC 0.00% 18,301 $223K
16 Composition Wealth, LLC 0.00% 15,000 $182K
17 CoreCap Advisors, LLC 0.00% 3,664 $45K
18 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% 275 $3K
19 HIGHLINE WEALTH PARTNERS LLC 0.00% 250 $3K
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ARDC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

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?

Strong quality — 34% AUM from major funds: 10 of 69 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ARDC?

48% of holders stayed for 2+ years: 33 out of 69 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.