ARCC icon

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 %
WEPOG
326
Wealth Enhancement & Preservation of GA
Georgia
$326K -$316K -18,741 -49%
CA
327
Clearstead Advisors
Ohio
$321K +$269K +15,900 +513%
AWA
328
Arete Wealth Advisors
Illinois
$316K -$17.1K -1,011 -5%
WWM
329
Western Wealth Management
Colorado
$312K
NHC
330
Nicholas Hoffman & Company
Georgia
$311K +$311K +18,402 New
WFC
331
Western Financial Corp
California
$309K +$309K +18,306 New
PFP
332
Pinnacle Financial Partners
Tennessee
$304K
NA
333
NewEdge Advisors
Louisiana
$303K -$26.1K -1,545 -8%
CG
334
Cutler Group
California
$300K -$381K -22,600 -56%
RhumbLine Advisers
335
RhumbLine Advisers
Massachusetts
$294K -$2.13K -126 -0.7%
OIA
336
Optimum Investment Advisors
Illinois
$294K +$270 +16 +0.1%
DWM
337
Doyle Wealth Management
Florida
$288K +$8.63K +510 +3%
FNBOMD
338
First National Bank of Mount Dora
Florida
$287K
WKWM
339
Walter & Keenan Wealth Management
Indiana
$287K +$258K +15,300 +900%
VFA
340
Voya Financial Advisors
Connecticut
$285K
AFC
341
Adaptive Financial Consulting
Ohio
$284K
FFWM
342
Future Financial Wealth Management
Ohio
$284K +$284K +16,800 New
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$283K
TA
344
Tectonic Advisors
Texas
$282K +$282K +16,741 New
PFO
345
Pathstone Family Office
New Jersey
$281K +$84.3K +4,986 +43%
BW
346
Bison Wealth
Georgia
$281K +$281K +16,636 New
LA
347
LVW Advisors
New York
$280K
HT
348
Heritage Trust
Oklahoma
$278K -$4.22K -250 -1%
GCP
349
GSA Capital Partners
United Kingdom
$277K +$19.2K +1,138 +7%
ANI
350
American National Insurance
Texas
$274K