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Ares Capital

710 hedge funds and large institutions have $3.62B invested in Ares Capital in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 283 increasing their positions, 190 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+8
Holders Change %
+1.14%
% of All Funds
10.29%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
76
Increased
283
Reduced
190
Closed
58
Calls
$60.2M
Puts
$91.6M
Net Calls
-$31.4M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FFO
751
Fiduciary Family Office
Florida
-$220K -11,000 Closed
EC
752
Estate Counselors
Wisconsin
-$200K -10,000 Closed
AI
753
AXS Investments
New York
-$160K -8,000 Closed
BCM
754
Bourgeon Capital Management
Connecticut
-$133K -6,629 Closed
MBFW
755
Morton Brown Family Wealth
Pennsylvania
-$53.7K -2,682 Closed
SSG
756
Summit Securities Group
New York
-$50K -2,500 Closed
LA
757
LM Advisors
California
-$41.7K -2,080 Closed
ODG
758
O'Dell Group
Ohio
-$40.1K -2,000 Closed
PP
759
Pingora Partners
Wyoming
-$29.5K -1,475 Closed
RFA
760
Resurgent Financial Advisors
Georgia
-$27.8K -1,390 Closed
GWMIA
761
Global Wealth Management Investment Advisory
Florida
-$19.1K -956 Closed
PWA
762
Provenance Wealth Advisors
Florida
-$12.6K -629 Closed
CT
763
Cambridge Trust
Massachusetts
-$10K -500 Closed
SWM
764
Sugarloaf Wealth Management
Georgia
-$8.15K -407 Closed
LPP
765
Life Planning Partners
Florida
-$3.71K -185 Closed
BF
766
BOK Financial
Oklahoma
-$2.72K -136 Closed
FWM
767
Focused Wealth Management
New York
-$1.03K -51 Closed
W
768
WealthCollab
Washington
-$441 -22 Closed
PS
769
PayPay Securities
Japan
-$4