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Ares Capital

653 hedge funds and large institutions have $3.08B invested in Ares Capital in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 248 increasing their positions, 198 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+15
Holders Change %
+2.35%
% of All Funds
10.3%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
70
Increased
248
Reduced
198
Closed
49
Calls
$63.1M
Puts
$133M
Net Calls
-$70.2M
Net Calls Change
+$87.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
426
Integrated Wealth Concepts
Massachusetts
$347K +$15.5K +827 +5%
AWA
427
Arete Wealth Advisors
Illinois
$346K -$213K -11,339 -38%
CP
428
Camelot Portfolios
Ohio
$345K -$11K -588 -3%
XF
429
XML Financial
Maryland
$344K +$8.47K +451 +3%
LC
430
Lindbrook Capital
California
$343K +$1.54K +82 +0.5%
LWM
431
Laidlaw Wealth Management
New York
$338K +$5.66K +301 +2%
PC
432
Port Capital
Illinois
$338K +$338K +18,000 New
MM
433
MQS Management
New York
$337K -$451K -23,997 -57%
CDH
434
Charles D. Hyman
$333K
DWP
435
Daymark Wealth Partners
Ohio
$332K +$332K +17,657 New
BFG
436
Baron Financial Group
New Jersey
$330K +$3.51K +187 +1%
CS
437
Cannell & Spears
New York
$329K -$6.67K -355 -2%
PFS
438
Prospera Financial Services
Texas
$325K +$85.5K +4,549 +36%
HT
439
Heritage Trust
Oklahoma
$324K
IF
440
Intrua Financial
Texas
$323K +$49.3K +2,625 +18%
WKWM
441
Walter & Keenan Wealth Management
Indiana
$319K
AI
442
Atom Investors
Texas
$317K -$36.5K -1,942 -10%
AFC
443
Adaptive Financial Consulting
Ohio
$316K
GSEP
444
Golden State Equity Partners
California
$316K +$316K +16,824 New
LA
445
LVW Advisors
New York
$312K
AOWM
446
Alpha Omega Wealth Management
Virginia
$308K +$169 +9 +0.1%
SCP
447
Syntal Capital Partners
Texas
$307K
PWM
448
Purus Wealth Management
California
$306K -$16.6K -882 -5%
LNC
449
Lincoln National Corp
Pennsylvania
$304K +$19.9K +1,061 +7%
VVP
450
Venture Visionary Partners
Ohio
$304K +$10.1K +538 +3%