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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 %
POIA
676
Pin Oak Investment Advisors
Texas
$5K
TFA
677
Toth Financial Advisory
Virginia
$4.73K
DPW
678
DiNuzzo Private Wealth
Pennsylvania
$4.61K +$4.61K +230 New
T
679
Tidemark
California
$4.09K +$4.09K +204 New
VF
680
VitalStone Financial
Texas
$4K
LPP
681
Life Planning Partners
Florida
$3.71K +$3.71K +185 New
BWAM
682
Boyd Watterson Asset Management
Ohio
$3.41K
JFA
683
JNBA Financial Advisors
Minnesota
$3.17K
JSAM
684
J. Safra Asset Management
New York
$2.92K +$2.92K +146 New
AIP
685
Ameritas Investment Partners
Nebraska
$2.77K
BF
686
BOK Financial
Oklahoma
$2.72K +$2.72K +136 New
CHC
687
City Holding Co
West Virginia
$2.5K +$2.5K +125 New
CFD
688
Creative Financial Designs
Indiana
$2.4K +$2.4K +120 New
NS
689
NBC Securities
Alabama
$2K
C
690
Covestor
United Kingdom
$2K
FIA
691
FNY Investment Advisers
New York
$2K +$2K +100 New
JWM
692
Janiczek Wealth Management
Colorado
$1.7K
FWM
693
Focused Wealth Management
New York
$1.03K +$20 +1 +2%
EWM
694
Evermay Wealth Management
Virginia
$962 -$2.95K -147 -75%
PWMG
695
Provence Wealth Management Group
California
$942
RFG
696
REAP Financial Group
Texas
$781 +$781 +39 New
IA
697
IFS Advisors
Kansas
$600
FSWA
698
Financial Synergies Wealth Advisors
Texas
$462
HI
699
Horizon Investments
North Carolina
$461 -$610K -30,411 -100%
W
700
WealthCollab
Washington
$441 +$441 +22 New