ARDC (Ares Dynamic Credit Allocation Fund) Institutional Ownership: 35.06% (As of Jul. 11, 2026)


ARDC Ares Dynamic Credit Allocation Fund Inc ARDC
45 GF Score
Price $12.78
GF Value $8.66
Valuation Significantly Overvalued
! 8 Warning Signs
View Full Analysis

What is Ares Dynamic Credit Allocation Fund Institutional Ownership?

Ares Dynamic Credit Allocation Fund ARDC -0.31% 45 Institutional Ownership is 35.06% as of Jul. 11, 2026. GuruFocus rates ARDC with a GF Score™ of 45/100 and a GF Value™ of $8.66 (Significantly Overvalued). The stock has 8 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Ares Dynamic Credit Allocation Fund's institutional ownership is 35.06%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Ares Dynamic Credit Allocation Fund's Insider Ownership is 0.16%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Ares Dynamic Credit Allocation Fund's Float Percentage Of Total Shares Outstanding is 0.00%.

Ares Dynamic Credit Allocation Fund Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Ares Dynamic Credit Allocation Fund's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Ares Dynamic Credit Allocation Fund Institutional Ownership Chart

Ares Dynamic Credit Allocation Fund Historical Data

The historical data trend for Ares Dynamic Credit Allocation Fund can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 0.95 1.01 0.99 1.94 2.15 2.15 2.96 2.92 2.92 3.02
ARDC
45GF Score
Ares Dynamic Credit Allocation Fund Inc ARDC
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Ares Dynamic Credit Allocation Fund Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 35.06% mean?
Ares Dynamic Credit Allocation Fund (ARDC) has a Institutional Ownership of 35.06% as of Jul. 11, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Ares Dynamic Credit Allocation Fund and its competitors.
Is Ares Dynamic Credit Allocation Fund's Institutional Ownership too high?
Ares Dynamic Credit Allocation Fund's current Institutional Ownership is 35.06%. Overall, Ares Dynamic Credit Allocation Fund has a GF Score™ of 45/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Ares Dynamic Credit Allocation Fund's Institutional Ownership compare to KWY and HRZN?
Ares Dynamic Credit Allocation Fund's Institutional Ownership of 35.06% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Ares Dynamic Credit Allocation Fund and its competitors. Ares Dynamic Credit Allocation Fund's current Institutional Ownership is 35.06%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ares Dynamic Credit Allocation Fund stock overvalued right now?
Based on GuruFocus' analysis, Ares Dynamic Credit Allocation Fund (ARDC) is currently considered Significantly Overvalued. The stock's GF Value™ is $8.66, compared to a current price of $12.78 — trading 47.6% above its estimated fair value. The current Institutional Ownership is 35.06%. Ares Dynamic Credit Allocation Fund's overall GF Score™ is 45/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Ares Dynamic Credit Allocation Fund (ARDC), the current Institutional Ownership is 35.06% as of Jul. 11, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Ares Dynamic Credit Allocation Fund (ARDC) Overvalued in 2026?

Based on GuruFocus' analysis, Ares Dynamic Credit Allocation Fund stock appears to be overvalued. The current stock price of $12.78 is trading 47.6% above its estimated GF Value™ of $8.66. GuruFocus considers Ares Dynamic Credit Allocation Fund to be Significantly Overvalued.

Key valuation signals for ARDC:

  • Institutional Ownership: 35.06%
  • GF Value™: $8.66 vs. price of $12.78 (47.6% above fair value)
  • GF Score™: 45/100 with 8 warning signs

No single metric tells the full story. See the ARDC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Ares Dynamic Credit Allocation Fund Business Description

Address 1800 Avenue of the Stars, Suite 1400, Los Angeles, CA, USA, 90067
Ares Dynamic Credit Allocation Fund Inc is a closed-end, diversified, management investment company. The Fund's investment objective is to seek an attractive risk adjusted level of total return, through current income and, secondarily, through capital appreciation. The Fund invests in a broad, dynamically managed portfolio of (i) senior secured loans, (ii) corporate bonds, (iii) other fixed-income instruments, and (iv) securities issued by entities commonly referred to as collateralized loan obligations and other asset-backed securities.
45GF Score

Get the complete analysis for ARDC

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$12.78
Price
$8.66
GF Value