ARCC icon

Ares Capital

625 hedge funds and large institutions have $3.06B invested in Ares Capital in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 240 increasing their positions, 148 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+73
Holders Change %
+13.22%
% of All Funds
9.65%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
110
Increased
240
Reduced
148
Closed
33
Calls
$28.7M
Puts
$19.4M
Net Calls
+$9.25M
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Shares
Change %
MNBTD
301
Moody National Bank Trust Division
Texas
$687K
CP
302
Camelot Portfolios
Ohio
$678K +$199K +9,391 +42%
HWA
303
Heritage Wealth Advisors
Virginia
$673K +$59.9K +2,829 +10%
AWM
304
AllSquare Wealth Management
New York
$671K +$14.8K +700 +2%
NHC
305
Nicholas Hoffman & Company
Georgia
$668K +$43.9K +2,073 +7%
Thrivent Financial for Lutherans
306
Thrivent Financial for Lutherans
Minnesota
$662K +$662K +31,262 New
KPW
307
Kore Private Wealth
New York
$656K
VFA
308
Valeo Financial Advisors
Indiana
$654K
EAM
309
Evanson Asset Management
California
$651K +$3.97K +187 +0.6%
BPA
310
Beacon Pointe Advisors
California
$646K +$354K +16,694 +121%
QCIG
311
Quad-Cities Investment Group
Iowa
$638K +$58.1K +2,741 +10%
IIA
312
IPG Investment Advisors
California
$633K
MWM
313
Merriman Wealth Management
Washington
$632K +$24.2K +1,140 +4%
WCM
314
Wealthcare Capital Management
Virginia
$632K +$632K +29,839 New
PPW
315
Parcion Private Wealth
Washington
$631K
FPCG
316
Fort Pitt Capital Group
Pennsylvania
$631K +$631K +29,787 New
Koshinski Asset Management
317
Koshinski Asset Management
Illinois
$629K +$25.7K +1,212 +4%
BRWM
318
B. Riley Wealth Management
Tennessee
$616K +$253K +11,917 +70%
OWP
319
Obermeyer Wealth Partners
Colorado
$608K +$199K +9,368 +49%
APA
320
American Portfolios Advisors
New York
$604K +$73K +3,446 +14%
RT
321
Rockland Trust
Massachusetts
$600K
PTC
322
Private Trust Company
Ohio
$597K
Comerica Bank
323
Comerica Bank
Texas
$584K -$19.5K -915 -3%
IWN
324
Independent Wealth Network
Iowa
$582K +$9.28K +438 +2%
SFS
325
Sowell Financial Services
Arkansas
$578K +$252K +11,920 +78%