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Ares Capital

652 hedge funds and large institutions have $3.25B invested in Ares Capital in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 261 increasing their positions, 194 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
10.4%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
60
Increased
261
Reduced
194
Closed
52
Calls
$69.6M
Puts
$146M
Net Calls
-$76.6M
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
276
C2C Wealth Management
Arizona
$948K +$95.5K +5,000 +11%
AA
277
Ancora Advisors
Ohio
$940K -$29.4K -1,510 -3%
AIMCA
278
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$921K
WIM
279
WealthPlan Investment Management
Nebraska
$920K +$642K +32,987 +231%
SAG
280
SageView Advisory Group
California
$915K -$191K -9,812 -17%
Bank of Montreal
281
Bank of Montreal
Ontario, Canada
$905K -$146K -7,560 -14%
RP
282
Riverbridge Partners
Minnesota
$900K +$106K +5,442 +13%
FNBOMD
283
First National Bank of Mount Dora
Florida
$896K
BIM
284
Baldwin Investment Management
Pennsylvania
$889K +$6.39K +328 +0.7%
MHS
285
M Holdings Securities
Oregon
$889K +$889K +45,648 New
UCFA
286
United Capital Financial Advisors
Texas
$887K +$19.9K +1,020 +2%
BW
287
Bison Wealth
Georgia
$877K -$19.8K -1,017 -2%
CW
288
Connectus Wealth
Ohio
$873K +$873K +44,859 New
Cerity Partners
289
Cerity Partners
New York
$840K -$389K -19,967 -32%
HI
290
Harbour Investments
Wisconsin
$837K +$37.3K +1,915 +5%
ProShare Advisors
291
ProShare Advisors
Maryland
$836K -$139K -7,156 -14%
JFG
292
Jefferies Financial Group
New York
$832K +$708K +36,387 +574%
CAG
293
Csenge Advisory Group
Florida
$831K -$1.27K -65 -0.2%
CFB
294
Cullen/Frost Bankers
Texas
$830K
OBWG
295
Onyx Bridge Wealth Group
New York
$814K +$46.9K +2,407 +6%
OWP
296
Obermeyer Wealth Partners
Colorado
$806K +$52.7K +2,709 +7%
MC
297
Moors & Cabot
Massachusetts
$805K +$3.62K +186 +0.5%
BO
298
Bank OZK
Arkansas
$798K
FDCDDQ
299
Federation des caisses Desjardins du Quebec
Quebec, Canada
$789K +$747K +38,365 +1,793%
BIAS
300
Beacon Investment Advisory Services
New Jersey
$785K -$7.89K -405 -1%