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Ares Capital

638 hedge funds and large institutions have $3.02B invested in Ares Capital in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 271 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-6
Holders Change %
-0.93%
% of All Funds
10.21%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
64
Increased
271
Reduced
169
Closed
62
Calls
$65.7M
Puts
$224M
Net Calls
-$158M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
601
Clearview Wealth Advisors
Oregon
$8.66K +$73 +4 +0.9%
RCM
602
Raleigh Capital Management
North Carolina
$8.59K +$731 +40 +9%
ME
603
McIlrath & Eck
Washington
$8.53K +$329 +18 +4%
CSWM
604
Cassady Schiller Wealth Management
Ohio
$8.52K
GFPC
605
Global Financial Private Client
Florida
$7.6K
CIA
606
Cape Investment Advisory
Georgia
$6.98K +$6.98K +382 New
SIC
607
SJS Investment Consulting
Ohio
$6.87K +$6.87K +376 New
HT
608
Headlands Technologies
Illinois
$6.45K +$6.45K +353 New
VNA
609
Valley National Advisers
Pennsylvania
$6K +$92 +5 +2%
TWA
610
TCI Wealth Advisors
Arizona
$5.82K +$714 +39 +14%
NSIM
611
North Star Investment Management
Illinois
$5.48K
WBC
612
West Branch Capital
Massachusetts
$5.01K
POIA
613
Pin Oak Investment Advisors
Texas
$5K
QCG
614
Quadrant Capital Group
Ohio
$4.77K
BWL
615
Bogart Wealth LLC
Virginia
$4.72K
WAM
616
Worth Asset Management
Texas
$4.57K
EA
617
Evolution Advisers
Virginia
$4K +$4K +270 New
AIP
618
Ameritas Investment Partners
Nebraska
$3.9K
ANBT
619
American National Bank & Trust
Texas
$3.75K
EWM
620
Evermay Wealth Management
Virginia
$3.56K
BWAM
621
Boyd Watterson Asset Management
Ohio
$3.11K
GGI
622
Godsey & Gibb Inc
Virginia
$2.98K
JFA
623
JNBA Financial Advisors
Minnesota
$2.89K
SSC
624
Syverson Strege & Co
Iowa
$2.32K
TFA
625
Toth Financial Advisory
Virginia
$2.29K