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Ares Capital

627 hedge funds and large institutions have $2.78B invested in Ares Capital in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 254 increasing their positions, 182 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
10.84%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
57
Increased
254
Reduced
182
Closed
50
Calls
$39.7M
Puts
$230M
Net Calls
-$190M
Net Calls Change
-$51.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
401
Purus Wealth Management
California
$307K -$34.9K -2,071 -10%
EW
402
Evoke Wealth
California
$307K
MWM
403
Modera Wealth Management
New Jersey
$306K
LC
404
Lindbrook Capital
California
$306K +$1.3K +77 +0.4%
MA
405
MONECO Advisors
Connecticut
$305K -$2.35K -139 -0.8%
CIBC Asset Management
406
CIBC Asset Management
Ontario, Canada
$305K
CDH
407
Charles D. Hyman
$299K
PIA
408
Perennial Investment Advisors
California
$296K +$11.5K +682 +4%
KA
409
Kovack Advisors
Florida
$296K +$30.8K +1,825 +12%
ESCM
410
Echo Street Capital Management
New York
$296K +$296K +17,534 New
CP
411
Camelot Portfolios
Ohio
$294K -$58.4K -3,454 -17%
EWA
412
Exencial Wealth Advisors
Oklahoma
$291K -$10.8K -640 -4%
HT
413
Heritage Trust
Oklahoma
$291K +$8.9K +527 +3%
AIP
414
Ahrens Investment Partners
Louisiana
$289K -$800K -47,355 -73%
FAIM
415
Financial Advocates Investment Management
Washington
$289K +$29.7K +1,762 +11%
WKWM
416
Walter & Keenan Wealth Management
Indiana
$287K +$33.8K +2,000 +13%
TCOV
417
Trust Company of Vermont
Vermont
$286K +$46.1K +2,728 +19%
AFC
418
Adaptive Financial Consulting
Ohio
$284K
FLPIM
419
F.L. Putnam Investment Management
Massachusetts
$283K -$57.6K -3,410 -17%
BA
420
Bridge Advisory
California
$281K +$27.3K +1,618 +11%
LA
421
LVW Advisors
New York
$280K
1IA
422
1834 Investment Advisors
Wisconsin
$280K +$2.31K +137 +0.8%
XF
423
XML Financial
Maryland
$280K +$7.21K +428 +3%
BFG
424
Baron Financial Group
New Jersey
$279K +$5.97K +354 +2%
VFA
425
Valeo Financial Advisors
Indiana
$278K