ARCC icon

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 %
GWSG
651
GPS Wealth Strategies Group
Colorado
$16K
CSWM
652
Cassady Schiller Wealth Management
Ohio
$15.8K +$15.8K +790 New
JPWM
653
Jamison Private Wealth Management
Georgia
$15.2K +$15.2K +758 New
S
654
Sachetta
Massachusetts
$14.8K +$14.8K +737 New
GBT
655
Grove Bank & Trust
Florida
$14.4K
PCTC
656
Perkins Coie Trust Company
Washington
$13.5K
RCM
657
Raleigh Capital Management
North Carolina
$12.9K +$2.5K +125 +24%
PWA
658
Provenance Wealth Advisors
Florida
$12.6K
CAS
659
Coppell Advisory Solutions
Texas
$12.5K -$40.9K -2,040 -77%
DIP
660
DT Investment Partners
Pennsylvania
$12.4K +$578 +28 +5%
GI
661
GAMMA Investing
California
$12.1K +$12.1K +599 New
KHC
662
Koesten Hirschmann & Crabtree
Kansas
$10.8K +$501 +25 +5%
BWM
663
Baystate Wealth Management
Massachusetts
$10.3K +$10.3K +512 New
CT
664
Cambridge Trust
Massachusetts
$10K +$10K +500 New
ME
665
McIlrath & Eck
Washington
$9.35K
DFA
666
DHJJ Financial Advisors
Illinois
$8.59K
GFPC
667
Global Financial Private Client
Florida
$8.31K
SWM
668
Sugarloaf Wealth Management
Georgia
$8.15K +$8.15K +407 New
FGA
669
Fortis Group Advisors
New Jersey
$7.69K +$3.85K +192 +100%
Russell Investments Group
670
Russell Investments Group
United Kingdom
$7.68K +$4.81K +240 +168%
FWA
671
FSC Wealth Advisors
New York
$6.01K +$6.01K +300 New
VNA
672
Valley National Advisers
Pennsylvania
$6K +$159 +9 +3%
EA
673
Evolution Advisers
Virginia
$6K +$289 +14 +5%
WBC
674
West Branch Capital
Massachusetts
$5.49K
QCG
675
Quadrant Capital Group
Ohio
$5.23K