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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 %
CFO
601
CVA Family Office
Colorado
$50.7K +$50.7K +2,530 New
SSG
602
Summit Securities Group
New York
$50K -$2K -100 -4%
BWL
603
Bogart Wealth LLC
Virginia
$48.8K +$39.9K +1,993 +452%
PCMC
604
Planning Capital Management Corporation
Pennsylvania
$47K +$47K +2,348 New
HGERS
605
Householder Group Estate & Retirement Specialist
Arizona
$47K +$17.5K +875 +59%
HBW
606
Hazlett, Burt & Watson
West Virginia
$46K
AWM
607
Activest Wealth Management
Florida
$42.9K +$24.8K +1,239 +137%
LA
608
LM Advisors
California
$41.7K +$41.7K +2,080 New
Fidelity International
609
Fidelity International
Bermuda
$40.2K -$417K -20,801 -91%
ODG
610
O'Dell Group
Ohio
$40.1K +$40.1K +2,000 New
AssetMark Inc
611
AssetMark Inc
California
$39.3K +$26.9K +1,345 +219%
FHA
612
First Horizon Advisors
Tennessee
$38.5K +$18.6K +931 +94%
EWP
613
Elevation Wealth Partners
California
$38.3K
CWC
614
Carolinas Wealth Consulting
North Carolina
$37.1K
AF
615
Advisornet Financial
Minnesota
$36.1K +$9.01K +450 +33%
BTI
616
Blue Trust Inc
Georgia
$34K +$899 +47 +3%
ECM
617
Estabrook Capital Management
New York
$33K
HGA
618
Hobbs Group Advisors
South Carolina
$31.1K +$31.1K +1,553 New
MA
619
Montag & Associates
Georgia
$30K
PP
620
Pingora Partners
Wyoming
$29.5K +$29.5K +1,475 New
Acadian Asset Management
621
Acadian Asset Management
Massachusetts
$29K +$3.75K +189 +15%
TRCT
622
Tower Research Capital (TRC)
New York
$28.8K -$150K -7,485 -84%
RFA
623
Resurgent Financial Advisors
Georgia
$27.8K -$15.6K -780 -36%
RL
624
Rogco LP
Oklahoma
$27.8K -$20 -1 -0.1%
CMA
625
Cedar Mountain Advisors
Oregon
$26K