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Ares Capital

525 hedge funds and large institutions have $2.23B invested in Ares Capital in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 174 increasing their positions, 152 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+38
Holders Change %
+7.8%
% of All Funds
9.32%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
98
Increased
174
Reduced
152
Closed
52
Calls
$43.8M
Puts
$39.6M
Net Calls
+$4.21M
Net Calls Change
+$2.44M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
201
WESPAC Advisors
California
$968K +$298K +17,630 +44%
LF
202
Lantz Financial
Illinois
$947K -$16K -946 -2%
US Bancorp
203
US Bancorp
Minnesota
$926K +$121K +7,173 +15%
CAN
204
Cetera Advisor Networks
California
$914K -$861 -51 -0.1%
FIA
205
Foundations Investment Advisors
Arizona
$909K -$579K -34,053 -39%
QIM
206
Quantitative Investment Management
Virginia
$905K +$905K +53,622 New
AllianceBernstein
207
AllianceBernstein
Tennessee
$904K
CCM
208
Condor Capital Management
New Jersey
$897K +$559K +33,085 +165%
ACM
209
Ayrshire Capital Management
Connecticut
$896K -$10.2K -603 -1%
GWM
210
Geneos Wealth Management
Colorado
$880K +$260K +14,307 +42%
SBIA
211
Sheaff Brock Investment Advisors
Indiana
$859K +$71K +4,203 +9%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$859K +$150K +8,848 +21%
EGA
213
Eagle Global Advisors
Texas
$836K -$8.45K -500 -1%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$833K +$112K +6,662 +16%
PA
215
PFG Advisors
Arizona
$822K +$3.85K +228 +0.5%
SCM
216
Shelton Capital Management
Colorado
$817K +$133K +7,900 +20%
DLCIG
217
D.L. Carlson Investment Group
New Hampshire
$809K -$263K -15,558 -25%
Barclays
218
Barclays
United Kingdom
$793K -$2.25M -133,218 -74%
KWM
219
Kingsview Wealth Management
Oregon
$793K +$67.7K +4,008 +9%
CL
220
CPWM LLC
Washington
$778K
Marshall Wace
221
Marshall Wace
United Kingdom
$770K +$366K +21,665 +91%
SS
222
Sunbelt Securities
Texas
$766K -$198K -11,746 -21%
SFG
223
StrategIQ Financial Group
Indiana
$763K +$30.1K +1,783 +4%
IA
224
IFP Advisors
Florida
$740K -$98.3K -5,847 -12%
AWM
225
AE Wealth Management
Kansas
$740K +$13.7K +812 +2%