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Ares Capital

525 hedge funds and large institutions have $2.23B invested in Ares Capital in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 174 increasing their positions, 152 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+38
Holders Change %
+7.8%
% of All Funds
9.32%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
98
Increased
174
Reduced
152
Closed
52
Calls
$43.8M
Puts
$39.6M
Net Calls
+$4.21M
Net Calls Change
+$2.44M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
301
Selway Asset Management
$378K -$1.26M -74,700 -77%
SXL
302
Summit X LLC
Missouri
$378K -$18.8K -1,115 -5%
BJL
303
Brighton Jones LLC
Washington
$378K +$378K +22,352 New
OBWG
304
Onyx Bridge Wealth Group
New York
$378K +$378K +22,352 New
SAS
305
Stelac Advisory Services
New York
$375K +$338 +20 +0.1%
OIA
306
OneDigital Investment Advisors
Kansas
$369K
VEA
307
Virtus ETF Advisers
New York
$368K -$133K -7,861 -27%
PIA
308
Perennial Investment Advisors
California
$365K -$46.1K -2,729 -11%
VAM
309
Verity Asset Management
North Carolina
$359K +$359K +21,261 New
BAM
310
Belpointe Asset Management
Nevada
$358K -$2.02K -119 -0.6%
MCM
311
MAI Capital Management
Ohio
$358K +$358K +21,223 New
BA
312
Bard Associates
Illinois
$353K -$2.54K -150 -0.7%
SIAP
313
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$353K +$111K +6,600 +46%
CL
314
Choreo LLC
Illinois
$352K +$352K +20,828 New
SFS
315
Sowell Financial Services
Arkansas
$346K -$23.1K -1,365 -6%
HSA
316
HBK Sorce Advisory
Pennsylvania
$341K -$18.8K -1,114 -5%
PIA
317
Pinion Investment Advisors
Kansas
$341K +$47.2K +2,790 +16%
LNWWM
318
Laird Norton Wetherby Wealth Management
California
$341K +$341K +20,153 New
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$340K +$340K +20,114 New
PCC
320
Park Circle Company
Maryland
$338K
AC
321
Athanor Capital
New York
$338K +$338K +19,999 New
SW
322
SVB Wealth
Massachusetts
$336K +$336K +19,878 New
LTI
323
Laffer Tengler Investments
Tennessee
$335K -$38.5K -2,312 -10%
AWA
324
Arkadios Wealth Advisors
Georgia
$334K +$334K +19,783 New
WRM
325
Weybosset Research & Management
Rhode Island
$330K -$124K -7,358 -27%