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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 %
LIA
551
LBMC Investment Advisors
Tennessee
$202K
Envestnet Portfolio Solutions
552
Envestnet Portfolio Solutions
Illinois
$201K +$201K +10,024 New
BJL
553
Brighton Jones LLC
Washington
$201K -$2.24K -112 -1%
DWA
554
Douglass Winthrop Advisors
New York
$200K
EC
555
Estate Counselors
Wisconsin
$200K
MPCA
556
Madison Park Capital Advisors
Washington
$200K +$200K +10,000 New
PI
557
PFG Investments
New York
$200K +$200K +9,993 New
HCP
558
Hexagon Capital Partners
Arkansas
$193K -$1.36K -68 -0.7%
RFS
559
Richardson Financial Services
Massachusetts
$189K +$189K +9,420 New
OCM
560
Orion Capital Management
California
$188K -$10K -500 -5%
S
561
SignatureFD
Georgia
$187K +$32K +1,598 +21%
EWA
562
EverSource Wealth Advisors
Alabama
$183K -$7.01K -350 -4%
HT
563
Headlands Technologies
Illinois
$172K +$172K +8,607 New
HWA
564
HHM Wealth Advisors
Tennessee
$166K -$3.91K -195 -2%
PS
565
Principal Securities
Iowa
$161K +$161K +8,030 New
AI
566
AXS Investments
New York
$160K
CIA
567
Cape Investment Advisory
Georgia
$159K +$120K +5,982 +306%
BBHC
568
Brown Brothers Harriman & Co
New York
$156K
BFEC
569
Benjamin F. Edwards & Company
Missouri
$144K +$124K +6,191 +615%
EC
570
EntryPoint Capital
New York
$137K +$137K +6,820 New
BWP
571
Baldwin Wealth Partners
Massachusetts
$135K +$14.4K +717 +12%
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$134K +$134K +6,688 New
BCM
573
Bourgeon Capital Management
Connecticut
$133K
TSWM
574
Tyler-Stone Wealth Management
Ohio
$129K +$40 +2 +0%
HPC
575
HM Payson & Co
Maine
$127K