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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 %
JCM
326
Jag Capital Management
Missouri
$575K -$31.3K -1,477 -5%
DJSG
327
D.J. St. Germain
Massachusetts
$572K
PWS
328
Private Wealth Strategies
Ohio
$563K +$10.7K +504 +2%
NWA
329
Navis Wealth Advisors
New York
$561K
NA
330
NewEdge Advisors
Louisiana
$557K +$242K +11,429 +77%
LNWWM
331
Laird Norton Wetherby Wealth Management
California
$554K -$2.29K -108 -0.4%
OBWG
332
Onyx Bridge Wealth Group
New York
$549K -$56.9K -2,707 -9%
IAN
333
Integrated Advisors Network
Texas
$549K +$42.4K +2,001 +8%
VEA
334
Virtus ETF Advisers
New York
$539K -$86.5K -4,085 -14%
LWM
335
Laidlaw Wealth Management
New York
$539K -$43.5K -2,053 -7%
BJL
336
Brighton Jones LLC
Washington
$532K -$1.1K -52 -0.2%
BIAS
337
Beacon Investment Advisory Services
New Jersey
$531K -$30.3K -1,431 -5%
EFS
338
Essex Financial Services
Connecticut
$530K -$193K -9,100 -27%
WP
339
WealthSource Partners
California
$530K
Cerity Partners
340
Cerity Partners
New York
$527K -$17.5K -828 -3%
First Manhattan
341
First Manhattan
New York
$526K
RFC
342
Regions Financial Corp
Alabama
$526K +$5.91K +279 +1%
FAIM
343
Financial Advocates Investment Management
Washington
$511K +$55.1K +2,598 +12%
CFA
344
CWS Financial Advisors
Michigan
$511K +$511K +24,120 New
PFO
345
Pathstone Family Office
New Jersey
$501K -$198K -9,369 -28%
AFP
346
Ausdal Financial Partners
Iowa
$498K -$13.2K -625 -3%
WEPOG
347
Wealth Enhancement & Preservation of GA
Georgia
$497K +$47.9K +2,261 +11%
BOPW
348
Brandywine Oak Private Wealth
Pennsylvania
$496K -$149K -7,062 -23%
OIA
349
OneDigital Investment Advisors
Kansas
$493K +$120K +5,657 +32%
MCM
350
MAI Capital Management
Ohio
$491K +$7.88K +372 +2%