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Ares Capital

652 hedge funds and large institutions have $3.25B invested in Ares Capital in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 261 increasing their positions, 194 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
10.4%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
60
Increased
261
Reduced
194
Closed
52
Calls
$69.6M
Puts
$146M
Net Calls
-$76.6M
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Shares
Change %
VNIM
451
Vaughan Nelson Investment Management
Texas
$311K
PWM
452
Purus Wealth Management
California
$307K -$9.21K -473 -3%
PFP
453
Pinnacle Financial Partners
Tennessee
$304K
CA
454
Cornerstone Advisory
Maryland
$294K
WKWM
455
Walter & Keenan Wealth Management
Indiana
$292K -$38.9K -2,000 -12%
SC
456
Samjo Capital
New York
$292K +$292K +15,000 New
CH
457
Canton Hathaway
Rhode Island
$292K
CF
458
Centaurus Financial
California
$289K +$23.3K +1,197 +9%
DFG
459
Delta Financial Group
New Jersey
$289K +$49.2K +2,522 +21%
MGIA
460
Moneta Group Investment Advisors
Missouri
$288K +$43.4K +2,229 +18%
TF
461
Trek Financial
Arizona
$286K -$13.6K -701 -5%
AOWM
462
Alpha Omega Wealth Management
Virginia
$280K -$38.9K -1,998 -12%
PFGIA
463
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$24.8K -1,272 -8%
Franklin Resources
464
Franklin Resources
California
$279K
SEC
465
Seven Eight Capital
New York
$278K +$278K +14,292 New
MCM
466
MAI Capital Management
Ohio
$278K -$1.29K -66 -0.5%
TCOV
467
Trust Company of Vermont
Vermont
$276K
GVAG
468
Great Valley Advisor Group
Delaware
$274K +$11.6K +597 +4%
IIM
469
Ipswich Investment Management
Massachusetts
$273K
LSAG
470
Lake Street Advisors Group
New Hampshire
$273K
EFG
471
Ethos Financial Group
Pennsylvania
$272K -$40.1K -2,059 -13%
MOS
472
MGO One Seven
Ohio
$271K +$31.6K +1,624 +13%
BW
473
BIP Wealth
Georgia
$270K +$17.2K +885 +7%
EWM
474
Elevatus Welath Management
New York
$266K +$266K +13,670 New
VIM
475
Vista Investment Management
Pennsylvania
$264K