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Ares Capital

710 hedge funds and large institutions have $3.62B invested in Ares Capital in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 283 increasing their positions, 190 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+8
Holders Change %
+1.14%
% of All Funds
10.29%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
76
Increased
283
Reduced
190
Closed
58
Calls
$60.2M
Puts
$91.6M
Net Calls
-$31.4M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
326
Glenview Trust
Kentucky
$784K +$41.6K +2,000 +6%
AWA
327
Arete Wealth Advisors
Illinois
$777K +$103K +4,936 +15%
RG
328
Rathbones Group
United Kingdom
$746K -$9.31K -447 -1%
WWM
329
Western Wealth Management
Colorado
$734K +$400K +19,200 +119%
SFS
330
Sowell Financial Services
Arkansas
$729K +$13K +626 +2%
ASFA
331
All Season Financial Advisors
Colorado
$728K +$47.2K +2,265 +7%
RVPG
332
Relative Value Partners Group
$720K
NC
333
NewSquare Capital
Pennsylvania
$718K +$57.3K +2,752 +9%
CCM
334
Canal Capital Management
Virginia
$716K
BCI
335
Brinker Capital Investments
Pennsylvania
$713K -$15.8K -758 -2%
OPS
336
Orion Portfolio Solutions
Nebraska
$713K -$15.8K -758 -2%
IA
337
IFG Advisory
Georgia
$712K +$479K +23,020 +206%
BIAS
338
Beacon Investment Advisory Services
New Jersey
$711K -$87.4K -4,200 -11%
NHC
339
Nicholas Hoffman & Company
Georgia
$700K +$46.7K +2,241 +7%
PWM
340
Perigon Wealth Management
California
$694K +$12.2K +584 +2%
MC
341
Moors & Cabot
Massachusetts
$691K -$27.7K -1,331 -4%
FCI
342
Financial Counselors Inc
Kansas
$685K +$9.02K +433 +1%
CB
343
Commerce Bank
Missouri
$685K
CFB
344
Cullen/Frost Bankers
Texas
$681K
BWP
345
Balboa Wealth Partners
Arizona
$678K -$7.85K -377 -1%
JCFM
346
JBR Co Financial Management
Oklahoma
$678K
AR
347
Advisory Research
Illinois
$674K +$58.5K +2,812 +10%
MWPCG
348
Measured Wealth Private Client Group
New Hampshire
$673K +$41.7K +2,002 +7%
CIA
349
Capital Investment Advisors
Georgia
$670K -$22K -1,055 -3%
FAM
350
Formidable Asset Management
Ohio
$662K -$11.5K -550 -2%