Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ares Dynamic Cr Allocation F (ARDC)

65 + 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
↓ -4
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — ARDC

Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 94% of 3.0Y peak

94% of all-time peak
65 funds currently hold this stock — 94% 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+30% 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.
🟠

More sellers than buyers — 42% buying

27 buying38 selling
Last quarter: 38 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

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

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 29% medium ■ 18% new
34 out of 65 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.
💎

Buying through price weakness — shares +4%, value -16%

Value
-15%
Shares
+3%
Last quarter: funds added +4% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

11 → 11 → 14 → 12 → 9 new funds/Q
New funds entering each quarter: 11 → 14 → 12 → 9. 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 — 57% veterans vs 31% newcomers

■ 57% veterans ■ 12% 1-2yr ■ 31% new
Entry-cohort mix of 65 holders: 37 (57%) are 2+ year veterans, 8 entered 1–2 years ago, and 20 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
11 of 65 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q1, 27 hedge funds were net buyers of ARDC (9 opened a new position, 18 added to an existing one), while 38 reduced or exited (25 trimmed, 13 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 36% of total institutional value in ARDC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 65.

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

-- --

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

Is It Too Late to Buy Ares Dynamic Cr Allocation F (ARDC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ARDC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
ARDC
+4.7%
XLF
+9.5%

ARDC outperformed XLF by -4.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ARDC
+1.2%
XLF
+5.8%

Since the filing became public, ARDC outperformed XLF by -4.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.5
/ 10
conviction
Hedge Fund Positioning: ARDC
65 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 65 69 -5.8%
13F Shares 8M 8M 3.52%
Total Value $91M $108M -15.73%
New Positions 9 12 -3
Increased Positions 18 22 -4
Closed Positions 13 9 +4
Reduced Positions 25 24 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ARDC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

65 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 1.40% 331,238 $4.0M
2 Logan Stone Capital, LLC 0.67% 197,693 $2.4M
3 United Advisor Group, LLC 0.54% 358,857 $4.4M
4 Huntleigh Advisors, Inc. 0.47% 227,058 $2.8M
5 Closed-End Fund Advisors, Inc. 0.47% 37,654 $458K
6 AdvisorNet Financial, Inc 0.32% 502,990 $6.1M
7 Icon Advisers Inc/Co 0.27% 97,237 $1.2M
8 Curated Wealth Partners LLC 0.13% 88,053 $1.1M
9 Virtus Investment Advisers, LLC 0.12% 34,335 $418K
10 Hennion & Walsh Asset Management, Inc. 0.10% 248,648 $3.0M
11 Readystate Asset Management LP 0.08% 146,460 $1.8M
12 Advisors Asset Management, Inc. 0.07% 324,669 $3.9M
13 Foundations Investment Advisors, LLC 0.06% 379,595 $4.6M
14 Anfield Capital Management, LLC 0.05% 13,744 $167K
15 E&G Advisors, LP 0.04% 15,596 $190K
16 Guggenheim Capital LLC 0.04% 416,398 $5.1M
17 Nations Financial Group Inc, /Ia/ /Adv 0.04% 60,732 $739K
18 NewEdge Wealth, LLC 0.04% 257,244 $3.1M
19 Capital Investment Advisors, LLC 0.04% 189,473 $2.3M
20 NWF Advisory Services Inc. 0.03% 23,150 $282K
21 Founders Financial Alliance, LLC 0.02% 11,023 $134K
22 Farther Finance Advisors, LLC 0.02% 146,491 $1.8M
23 GoalVest Advisory LLC 0.02% 7,000 $85K
24 Wolverine Asset Management LLC 0.02% 140,770 $1.7M
25 Landscape Capital Management, L.L.C. 0.01% 11,504 $140K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 42% buying: Last quarter: 38 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ARDC holders?

Strong quality — 36% AUM from major funds: 11 of 65 holders rank in the top 100 by AUM, accounting for 36% 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?

52% of holders stayed for 2+ years: 34 out of 65 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.

Is it too late to buy Ares Dynamic Cr Allocation F (ARDC) following the 2026 Q1 hedge fund 13F filings?

As of today, ARDC has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -4.6%. Since the quarter end (March 31, 2026), ARDC has gained +4.7% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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