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Ares Capital

741 hedge funds and large institutions have $3.85B invested in Ares Capital in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 326 increasing their positions, 197 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+15
Holders Change %
+2.07%
% of All Funds
10.72%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
71
Increased
326
Reduced
197
Closed
46
Calls
$56.1M
Puts
$97M
Net Calls
-$40.9M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
451
Brandywine Oak Private Wealth
Pennsylvania
$400K +$24.5K +1,170 +7%
FWP
452
FAS Wealth Partners
Kansas
$399K +$399K +19,067 New
BFG
453
Baron Financial Group
New Jersey
$399K +$2.74K +131 +0.7%
E3F
454
Eight 31 Financial
Texas
$397K +$16.3K +780 +4%
RA
455
RFG Advisory
Alabama
$395K +$41.5K +1,984 +12%
Bank of Montreal
456
Bank of Montreal
Ontario, Canada
$395K -$33.4K -1,599 -8%
CWP
457
Cyndeo Wealth Partners
Florida
$392K +$392K +18,718 New
TWM
458
Trueblood Wealth Management
Ohio
$392K
PTC
459
Private Trust Company
Ohio
$389K -$104K -4,980 -21%
GAA
460
Global Assets Advisory
Florida
$387K +$387K +18,651 New
FAIM
461
Financial Advocates Investment Management
Washington
$387K +$25.1K +1,200 +7%
PWA
462
PCG Wealth Advisors
Kansas
$386K +$13.8K +660 +4%
Deutsche Bank
463
Deutsche Bank
Germany
$383K -$48.2K -2,300 -11%
OIA
464
Optimum Investment Advisors
Illinois
$383K
BAG
465
Bridgewealth Advisory Group
California
$382K +$17.3K +827 +5%
DAS
466
Diversify Advisory Services
Utah
$381K -$42.9K -1,989 -10%
GPW
467
Gentry Private Wealth
Kansas
$381K -$3.87K -185 -1%
TWM
468
Tradition Wealth Management
Minnesota
$380K -$32.1K -1,535 -8%
DLCIG
469
D.L. Carlson Investment Group
New Hampshire
$379K -$113K -5,418 -23%
FA
470
Fiduciary Alliance
South Carolina
$378K +$378K +18,071 New
GVAG
471
Great Valley Advisor Group
Delaware
$375K +$113K +5,403 +43%
WP
472
WealthPLAN Partners
Nebraska
$373K +$110K +5,255 +42%
IF
473
Intrua Financial
Texas
$366K -$3.14K -150 -0.9%
CAG
474
Csenge Advisory Group
Florida
$365K -$75.1K -3,522 -17%
CRWM
475
Castle Rock Wealth Management
California
$363K -$1.82M -86,376 -83%