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Ares Capital

638 hedge funds and large institutions have $3.02B invested in Ares Capital in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 271 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-6
Holders Change %
-0.93%
% of All Funds
10.21%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
64
Increased
271
Reduced
169
Closed
62
Calls
$65.7M
Puts
$224M
Net Calls
-$158M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
401
OneDigital Investment Advisors
Kansas
$360K +$105K +5,719 +41%
PAIM
402
Punch & Associates Investment Management
Minnesota
$358K -$6.21M -339,601 -95%
RAM
403
Redmond Asset Management
Virginia
$354K
RJT
404
Raymond James Trust
Florida
$353K -$9.41K -514 -3%
SQA
405
Simon Quick Advisors
New Jersey
$353K +$353K +19,310 New
AIP
406
Almanack Investment Partners
Pennsylvania
$351K
CP
407
Camelot Portfolios
Ohio
$346K -$30K -1,644 -8%
C
408
CEDRUS
Colorado
$345K +$42.7K +2,337 +14%
BOPW
409
Brandywine Oak Private Wealth
Pennsylvania
$344K
AI
410
Atom Investors
Texas
$344K +$344K +18,811 New
SIC
411
Sterling Investment Counsel
New York
$341K -$36K -1,970 -10%
FPAS
412
Focus Partners Advisor Solutions
Missouri
$340K -$9.14K -500 -3%
TCWA
413
Ten Capital Wealth Advisors
Washington
$337K +$45K +2,462 +15%
BA
414
Bridge Advisory
California
$335K +$28.3K +1,548 +9%
LC
415
Lindbrook Capital
California
$332K -$859 -47 -0.3%
VEA
416
Virtus ETF Advisers
New York
$331K +$15.1K +825 +5%
WAAG
417
Wealth Alliance Advisory Group
Kansas
$327K
CS
418
Cannell & Spears
New York
$326K +$326K +17,855 New
XF
419
XML Financial
Maryland
$326K +$5.96K +326 +2%
AFG
420
Atomi Financial Group
New York
$325K +$325K +17,810 New
FFP
421
FourThought Financial Partners
Florida
$325K -$68.3K -3,735 -17%
CDH
422
Charles D. Hyman
$324K
LWM
423
Laidlaw Wealth Management
New York
$323K -$18 -1 -0%
IWC
424
Integrated Wealth Concepts
Massachusetts
$323K +$40.4K +2,208 +14%
BFG
425
Baron Financial Group
New Jersey
$317K