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Ares Capital

638 hedge funds and large institutions have $3.02B invested in Ares Capital in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 271 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-6
Holders Change %
-0.93%
% of All Funds
10.21%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
64
Increased
271
Reduced
169
Closed
62
Calls
$65.7M
Puts
$224M
Net Calls
-$158M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
301
Orion Portfolio Solutions
Nebraska
$749K +$749K +40,993 New
M&T Bank
302
M&T Bank
New York
$747K -$152K -8,322 -17%
ASFA
303
All Season Financial Advisors
Colorado
$737K +$180K +9,837 +32%
SFS
304
Sowell Financial Services
Arkansas
$734K -$24K -1,311 -3%
EMFAT
305
Emerald Mutual Fund Advisers Trust
Pennsylvania
$731K +$731K +40,010 New
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$731K -$323K -17,697 -31%
BAAM
307
Baker Avenue Asset Management
California
$717K -$256K -14,007 -26%
BPA
308
Beacon Pointe Advisors
California
$716K +$94.9K +5,191 +15%
CMANY
309
Capital Management Associates (New York)
New York
$699K +$699K +38,242 New
AWM
310
AllSquare Wealth Management
New York
$697K +$18.3K +1,000 +3%
BAMF
311
BI Asset Management Fondsmaeglerselskab
Denmark
$694K -$284K -15,576 -29%
MCM
312
Monument Capital Management
Virginia
$688K +$16.4K +896 +2%
OBWG
313
Onyx Bridge Wealth Group
New York
$684K +$74.6K +4,084 +12%
OWP
314
Obermeyer Wealth Partners
Colorado
$678K +$71.9K +3,934 +12%
AWS
315
AJ Wealth Strategies
New York
$663K -$271K -14,811 -29%
MNBTD
316
Moody National Bank Trust Division
Texas
$660K +$6.47K +354 +1%
FAM
317
Formidable Asset Management
Ohio
$652K -$19.3K -1,056 -3%
RVPG
318
Relative Value Partners Group
$651K -$36.7K -2,010 -5%
PFO
319
Pathstone Family Office
New Jersey
$649K -$666K -36,416 -51%
PWS
320
Private Wealth Strategies
Ohio
$648K +$16.5K +903 +3%
BIAS
321
Beacon Investment Advisory Services
New Jersey
$648K +$42.3K +2,315 +7%
CB
322
Commerce Bank
Missouri
$643K
PA
323
Parallel Advisors
California
$635K +$50K +2,736 +9%
TC
324
TownSquare Capital
Utah
$635K -$47.5K -2,601 -7%
NHC
325
Nicholas Hoffman & Company
Georgia
$631K -$45.9K -2,510 -7%