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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 %
FCI
351
Financial Counselors Inc
Kansas
$651K
AWA
352
Arete Wealth Advisors
Illinois
$649K +$12.3K +616 +2%
FAM
353
Formidable Asset Management
Ohio
$648K -$60K -2,994 -8%
NC
354
NewSquare Capital
Pennsylvania
$635K +$37K +1,846 +6%
RFC
355
Regions Financial Corp
Alabama
$632K +$132K +6,594 +26%
NHC
356
Nicholas Hoffman & Company
Georgia
$629K -$84.4K -4,214 -12%
MP
357
McDonald Partners
Ohio
$609K +$1.28K +64 +0.2%
MWPCG
358
Measured Wealth Private Client Group
New Hampshire
$607K +$36.3K +1,813 +6%
MWM
359
Merriman Wealth Management
Washington
$605K +$28.5K +1,424 +5%
Wealthfront Advisers
360
Wealthfront Advisers
California
$600K +$600K +29,979 New
WPC
361
Wedmont Private Capital
Pennsylvania
$596K +$33.4K +1,639 +6%
BAG
362
Bridgewealth Advisory Group
California
$596K -$196K -9,769 -25%
PI
363
PEAK6 Investments
Illinois
$596K +$596K +29,740 New
WCM
364
Whitener Capital Management
North Carolina
$594K -$29.8K -1,486 -5%
AR
365
Advisory Research
Illinois
$592K -$978K -48,819 -62%
MCM
366
Monument Capital Management
Virginia
$584K -$23.2K -1,156 -4%
TWP
367
Tyche Wealth Partners
Texas
$582K +$582K +29,073 New
HCM
368
Hudson Capital Management
New Jersey
$572K
KWA
369
Kingswood Wealth Advisors
California
$569K +$569K +28,393 New
SC
370
Syon Capital
California
$568K +$568K +28,350 New
CWM
371
Cornerstone Wealth Management
Missouri
$552K +$43.1K +2,152 +8%
HH
372
Hilltop Holdings
Texas
$548K +$107K +5,359 +24%
MIC
373
Meridian Investment Counsel
California
$544K +$22K +1,100 +4%
HIP
374
HUB Investment Partners
Texas
$542K +$23.9K +1,194 +5%
NP
375
NorthRock Partners
Minnesota
$536K +$536K +26,742 New