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Ares Capital

702 hedge funds and large institutions have $3.74B invested in Ares Capital in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 270 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+50
Holders Change %
+7.67%
% of All Funds
10.29%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
102
Increased
270
Reduced
202
Closed
41
Calls
$64.3M
Puts
$153M
Net Calls
-$88.6M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Shares
Change %
OBWG
301
Onyx Bridge Wealth Group
New York
$857K +$19.6K +980 +2%
AFG
302
Atomi Financial Group
New York
$856K +$356K +17,783 +71%
HI
303
Harbour Investments
Wisconsin
$838K -$23.4K -1,169 -3%
IWN
304
Independent Wealth Network
Iowa
$834K +$210K +10,493 +34%
CMANY
305
Capital Management Associates (New York)
New York
$834K +$73.1K +3,650 +10%
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$829K -$110K -5,491 -12%
Aberdeen Group
307
Aberdeen Group
United Kingdom
$825K +$216K +10,795 +36%
DJSG
308
D.J. St. Germain
Massachusetts
$824K +$62.5K +3,118 +8%
BO
309
Bank OZK
Arkansas
$821K
Koshinski Asset Management
310
Koshinski Asset Management
Illinois
$818K +$115K +5,721 +16%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$811K
Northern Trust
312
Northern Trust
Illinois
$805K -$14.9M -744,245 -95%
CW
313
Connectus Wealth
Ohio
$801K -$97.2K -4,852 -11%
AWM
314
AllSquare Wealth Management
New York
$788K +$34.1K +1,700 +5%
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$779K +$162K +8,111 +26%
JWCA
316
J.W. Cole Advisors
Florida
$778K -$1.62M -80,975 -68%
Marshall Wace
317
Marshall Wace
United Kingdom
$775K +$775K +38,700 New
MM
318
MQS Management
New York
$771K +$771K +38,503 New
BIAS
319
Beacon Investment Advisory Services
New Jersey
$768K -$39K -1,949 -5%
WP
320
WealthPLAN Partners
Nebraska
$766K +$235K +11,710 +44%
FCA
321
Fortis Capital Advisors
Kansas
$758K +$33.9K +1,693 +5%
FFA
322
Farther Finance Advisors
California
$758K +$600K +29,970 +381%
ProShare Advisors
323
ProShare Advisors
Maryland
$754K -$106K -5,292 -12%
CW
324
CreativeOne Wealth
Kansas
$753K -$380K -18,978 -34%
CAG
325
Csenge Advisory Group
Florida
$753K -$103K -5,120 -12%