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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 %
BCM
526
Beck Capital Management
Texas
$237K +$30.6K +1,527 +15%
GVAG
527
Great Valley Advisor Group
Delaware
$235K -$46.5K -2,320 -16%
WPWM
528
Western Pacific Wealth Management
Illinois
$232K +$260 +13 +0.1%
GSEP
529
Golden State Equity Partners
California
$232K -$36.6K -1,829 -14%
SIC
530
Sigma Investment Counselors
Michigan
$231K
WEG
531
World Equity Group
Illinois
$229K +$921 +46 +0.4%
AF
532
Allworth Financial
California
$229K +$8.43K +421 +4%
IA
533
IFG Advisory
Georgia
$224K -$5.37K -268 -2%
OPWM
534
Oakwell Private Wealth Management
Texas
$223K
CB
535
Cadence Bank
Mississippi
$221K +$221K +11,038 New
FFWA
536
Forthright Family Wealth Advisory
Texas
$220K +$220K +11,000 New
FFO
537
Fiduciary Family Office
Florida
$220K +$220K +11,000 New
EAM
538
Evanson Asset Management
California
$218K +$7.95K +397 +4%
CWA
539
Clarus Wealth Advisors
Arizona
$218K +$218K +10,745 New
CWP
540
Core Wealth Partners
California
$214K
TWC
541
TD Waterhouse Canada
Ontario, Canada
$213K +$75.8K +3,700 +55%
KFA
542
Kelleher Financial Advisors
New York
$213K -$6.11K -305 -3%
DIA
543
Dana Investment Advisors
Wisconsin
$212K
KLCM
544
KG&L Capital Management
Louisiana
$211K
AFO
545
Allie Family Office
Florida
$210K
EW
546
Evoke Wealth
California
$210K -$518K -25,864 -71%
MWM
547
Mission Wealth Management
California
$208K +$208K +10,401 New
KA
548
KLCM Advisors
Wisconsin
$208K
LFG
549
Lockerman Financial Group
California
$206K
XWM
550
Xcel Wealth Management
Florida
$203K