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Ares Capital

642 hedge funds and large institutions have $3.27B invested in Ares Capital in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 256 increasing their positions, 168 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+17
Holders Change %
+2.72%
% of All Funds
10.16%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
75
Increased
256
Reduced
168
Closed
51
Calls
$62.5M
Puts
$139M
Net Calls
-$76.4M
Net Calls Change
-$85.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
601
Tucker Asset Management
Colorado
$7.56K
CFFP
602
Center for Financial Planning
Michigan
$7K
SSC
603
Syverson Strege & Co
Iowa
$7K +$4.31K +203 +160%
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$7K +$7K +340 New
BCWM
605
Bartlett & Co Wealth Management
Ohio
$6.12K +$6.12K +292 New
FAG
606
Fortitude Advisory Group
Washington
$6K
NSIM
607
North Star Investment Management
Illinois
$6K
WBC
608
West Branch Capital
Massachusetts
$6K
POIA
609
Pin Oak Investment Advisors
Texas
$6K
VNA
610
Valley National Advisers
Pennsylvania
$6K
BC
611
Bartlett & Co
Ohio
$6K +$6K +292 New
OLVIG
612
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$6K +300 New
MFT
613
Moisand Fitzgerald Tamayo
Florida
$6K +$6K +306 New
PCH
614
Polar Capital Holdings
United Kingdom
$5.5K +$142 +6,781 +3%
BWL
615
Bogart Wealth LLC
Virginia
$5K
QCG
616
Quadrant Capital Group
Ohio
$5K
UIA
617
Ulland Investment Advisors
Minnesota
$5K +$5K +235 New
CIAS
618
CFS Investment Advisory Services
New Jersey
$5K +$5K +104,750 New
State of Tennessee, Department of Treasury
619
State of Tennessee, Department of Treasury
Tennessee
$4K -$890K -44,500 -100%
LPP
620
Life Planning Partners
Florida
$4K
ANBT
621
American National Bank & Trust
Texas
$4K
EWM
622
Evermay Wealth Management
Virginia
$4K
AIP
623
Ameritas Investment Partners
Nebraska
$4K
LFG
624
Larson Financial Group
Missouri
$4K +$1.71K +75 +75%
TFA
625
Toth Financial Advisory
Virginia
$4K +$1.5K +75 +60%