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Ares Capital

627 hedge funds and large institutions have $2.78B invested in Ares Capital in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 254 increasing their positions, 182 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
10.84%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
57
Increased
254
Reduced
182
Closed
50
Calls
$39.7M
Puts
$230M
Net Calls
-$190M
Net Calls Change
-$51.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
601
Bogart Wealth LLC
Virginia
$4K
QCG
602
Quadrant Capital Group
Ohio
$4K
WB
603
West Bancorporation
Iowa
$4K
EA
604
Evolution Advisers
Virginia
$4K +$4K +256 New
LPP
605
Life Planning Partners
Florida
$3.12K
EWM
606
Evermay Wealth Management
Virginia
$3K
ANBT
607
American National Bank & Trust
Texas
$3K
AIP
608
Ameritas Investment Partners
Nebraska
$3K
JFA
609
JNBA Financial Advisors
Minnesota
$3K
C
610
Covestor
United Kingdom
$2K -$11.4K -767 -85%
SSC
611
Syverson Strege & Co
Iowa
$2K -$6.28K -399 -76%
MCM
612
McMillion Capital Management
North Carolina
$2K
TSWM
613
Tyler-Stone Wealth Management
Ohio
$2K
CP
614
Castleview Partners
Texas
$2K +$2K +100 New
TAM
615
Tucker Asset Management
Colorado
$1.44K
Bank of Montreal
616
Bank of Montreal
Ontario, Canada
$1.21K +$213 +11,087 +21%
JWM
617
Janiczek Wealth Management
Colorado
$1K
BIM
618
Baldwin Investment Management
Pennsylvania
$676 -$17 -1,000 -2%
FSWA
619
Financial Synergies Wealth Advisors
Texas
$422
JMF
620
Johnson Midwest Financial
Iowa
$345 +11 +0.1%
MOS
621
MGO One Seven
Ohio
$193 +$1 +36 +0.3%
AWM
622
Abound Wealth Management
Tennessee
$28 +$28 +2 New
FGAM
623
Financial Gravity Asset Management
Texas
$3 -2 -6%
Nomura Holdings
624
Nomura Holdings
Japan
-$5.44M -288,954 Closed
RIA
625
RP Investment Advisors
Ontario, Canada
-$150K -200,000 Closed