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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 %
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$174K
MOS
402
MGO One Seven
Ohio
$174K +$174K +10,300 New
NL
403
NWAM LLC
Washington
$173K -$94.7K -5,591 -35%
BFO
404
Biltmore Family Office
North Carolina
$171K +$171K +10,100 New
OFW
405
Omnia Family Wealth
Florida
$169K
1IA
406
1834 Investment Advisors
Wisconsin
$166K +$59.3K +3,500 +56%
CFB
407
Cullen/Frost Bankers
Texas
$162K -$2.88M -170,172 -95%
PA
408
Parallel Advisors
California
$160K +$142K +8,387 +792%
CI
409
CAZ Investments
Texas
$145K +$145K +8,600 New
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$144K +$19.7K +1,166 +16%
BBHC
411
Brown Brothers Harriman & Co
New York
$142K
VFA
412
Valeo Financial Advisors
Indiana
$135K -$15K -890 -10%
FCM
413
Firestone Capital Management
Florida
$127K
TRCT
414
Tower Research Capital (TRC)
New York
$120K +$12.1K +714 +11%
CM
415
Caption Management
Oklahoma
$118K +$118K +7,000 New
WEC
416
Winslow Evans & Crocker
Massachusetts
$114K +$6.75K +398 +6%
SFO
417
Standard Family Office
South Dakota
$111K +$111K +6,556 New
SWP
418
ShoreHaven Wealth Partners
New Jersey
$110K +$110K +6,500 New
HPC
419
HM Payson & Co
Maine
$107K -$33.6K -2,000 -24%
MWP
420
Meridian Wealth Partners
Pennsylvania
$107K
BWP
421
Baldwin Wealth Partners
Massachusetts
$101K
CFA
422
Carroll Financial Associates
North Carolina
$97K -$8.43K -500 -8%
BWM
423
BerganKDV Wealth Management
Minnesota
$97K
NFSG
424
Newbridge Financial Services Group
Florida
$96K -$28.8K -1,708 -23%
VC
425
Vestor Capital
Illinois
$96K +$96K +5,700 New