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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 %
CFA
426
CWS Financial Advisors
Michigan
$418K -$18.3K -915 -4%
GI
427
Gradient Investments
Minnesota
$418K
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$417K +$27.9K +1,394 +7%
PWPS
429
Pinnacle Wealth Planning Services
Ohio
$416K +$21.7K +1,085 +6%
FFWM
430
Future Financial Wealth Management
Ohio
$413K
C
431
CEDRUS
Colorado
$411K -$38.4K -1,915 -9%
KeyBank National Association
432
KeyBank National Association
Ohio
$409K -$96.1K -4,800 -19%
SIC
433
Sterling Investment Counsel
New York
$408K +$30.4K +1,520 +8%
HT
434
Heritage Trust
Oklahoma
$404K +$59.1K +2,950 +17%
XF
435
XML Financial
Maryland
$403K +$1.72K +86 +0.4%
PTP
436
Platform Technology Partners
New York
$402K +$402K +19,928 New
TH
437
TCTC Holdings
Texas
$401K
PCC
438
Park Circle Company
Maryland
$401K
PG
439
Prostatis Group
Maryland
$400K
WAAG
440
Wealth Alliance Advisory Group
Kansas
$398K +$25K +1,250 +7%
PTC
441
Private Trust Company
Ohio
$394K -$56.4K -2,815 -13%
TWM
442
Tradition Wealth Management
Minnesota
$394K -$93.5K -4,667 -19%
RAM
443
Redmond Asset Management
Virginia
$388K
OIA
444
OneDigital Investment Advisors
Kansas
$386K +$13.3K +664 +4%
AIP
445
Almanack Investment Partners
Pennsylvania
$385K
DWP
446
Daymark Wealth Partners
Ohio
$381K -$130K -6,500 -25%
DI
447
DFPG Investments
Utah
$379K -$57.8K -2,887 -13%
BOPW
448
Brandywine Oak Private Wealth
Pennsylvania
$379K +$4.49K +224 +1%
PFS
449
Prospera Financial Services
Texas
$377K -$10K -499 -3%
Mirae Asset Global Investments
450
Mirae Asset Global Investments
South Korea
$373K -$340K -16,952 -48%