ARCC icon

Ares Capital

653 hedge funds and large institutions have $3.08B invested in Ares Capital in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 248 increasing their positions, 198 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+15
Holders Change %
+2.35%
% of All Funds
10.3%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
70
Increased
248
Reduced
198
Closed
49
Calls
$63.1M
Puts
$133M
Net Calls
-$70.2M
Net Calls Change
+$87.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OBWG
301
Onyx Bridge Wealth Group
New York
$740K +$36.9K +1,965 +5%
BCI
302
Brinker Capital Investments
Pennsylvania
$729K -$40.9K -2,178 -5%
OPS
303
Orion Portfolio Solutions
Nebraska
$729K -$40.9K -2,178 -5%
BAAM
304
Baker Avenue Asset Management
California
$727K -$10.1K -539 -1%
OWP
305
Obermeyer Wealth Partners
Colorado
$726K +$29K +1,541 +4%
BPA
306
Beacon Pointe Advisors
California
$726K -$10.1K -535 -1%
CMANY
307
Capital Management Associates (New York)
New York
$719K
DJSG
308
D.J. St. Germain
Massachusetts
$714K +$714K +38,000 New
BAMF
309
BI Asset Management Fondsmaeglerselskab
Denmark
$714K
DLCIG
310
D.L. Carlson Investment Group
New Hampshire
$711K -$85.4K -4,543 -11%
AWM
311
AllSquare Wealth Management
New York
$711K -$9.44K -500 -1%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$703K -$48.5K -2,581 -6%
CIA
313
Capital Investment Advisors
Georgia
$694K -$112K -5,979 -14%
AWS
314
AJ Wealth Strategies
New York
$687K +$5.11K +272 +0.7%
PFO
315
Pathstone Family Office
New Jersey
$680K +$12.3K +653 +2%
MNBTD
316
Moody National Bank Trust Division
Texas
$678K
MCM
317
Monument Capital Management
Virginia
$678K -$28.6K -1,521 -4%
RVPG
318
Relative Value Partners Group
$669K
FAM
319
Formidable Asset Management
Ohio
$666K -$3.36K -179 -0.5%
PIA
320
Pinion Investment Advisors
Kansas
$660K +$17.5K +931 +3%
Mirae Asset Global Investments
321
Mirae Asset Global Investments
South Korea
$658K +$72.6K +3,864 +12%
TC
322
TownSquare Capital
Utah
$655K +$2.26K +120 +0.3%
Koshinski Asset Management
323
Koshinski Asset Management
Illinois
$652K -$148K -7,899 -19%
NHC
324
Nicholas Hoffman & Company
Georgia
$642K -$6.61K -352 -1%
SWM
325
SeaCrest Wealth Management
New York
$638K +$17.3K +920 +3%