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Ares Capital

638 hedge funds and large institutions have $3.02B invested in Ares Capital in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 271 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-6
Holders Change %
-0.93%
% of All Funds
10.21%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
64
Increased
271
Reduced
169
Closed
62
Calls
$65.7M
Puts
$224M
Net Calls
-$158M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
201
RDA Financial Network
Iowa
$1.5M +$32.9K +1,800 +2%
AR
202
Advisory Research
Illinois
$1.49M +$91 +5 +0%
EBA
203
Eagle Bay Advisors
New York
$1.49M +$324K +17,729 +28%
CFGS
204
Concourse Financial Group Securities
Alabama
$1.48M +$184K +10,048 +14%
AFG
205
Albion Financial Group
Utah
$1.45M +$108K +5,935 +8%
State Street
206
State Street
Massachusetts
$1.4M
SFG
207
StrategIQ Financial Group
Indiana
$1.4M +$13.7K +747 +1%
CCM
208
Condor Capital Management
New Jersey
$1.39M -$18.6K -1,020 -1%
KCFA
209
Key Client Fiduciary Advisors
New Jersey
$1.38M -$84.7K -4,635 -6%
VWA
210
V Wealth Advisors
Kansas
$1.34M -$914 -50 -0.1%
KPWS
211
Kestra Private Wealth Services
Texas
$1.34M +$57.5K +3,149 +4%
LCWP
212
Legacy Capital Wealth Partners
Arkansas
$1.34M +$83.5K +4,571 +7%
RP
213
Riverbridge Partners
Minnesota
$1.33M +$28K +1,530 +2%
HWAM
214
Hennion & Walsh Asset Management
New Jersey
$1.32M +$272K +14,883 +26%
MFG
215
Merit Financial Group
Georgia
$1.29M +$1.08M +58,864 +504%
TPA
216
Trivium Point Advisory
Connecticut
$1.29M +$34.5K +1,887 +3%
HWM
217
HB Wealth Management
Georgia
$1.29M +$26.8K +1,466 +2%
Jane Street
218
Jane Street
New York
$1.28M -$1.79M -98,156 -58%
BHPW
219
Beverly Hills Private Wealth
California
$1.28M +$223K +12,222 +21%
Bessemer Group
220
Bessemer Group
New Jersey
$1.28M +$317K +17,366 +33%
TFCM
221
Taylor Frigon Capital Management
Arizona
$1.27M -$3.31K -181 -0.3%
GA
222
GoalVest Advisory
New York
$1.26M +$126K +6,890 +11%
Squarepoint
223
Squarepoint
New York
$1.26M +$1.26M +68,817 New
AAS
224
Avantax Advisory Services
Texas
$1.25M -$48.8K -2,669 -4%
PHS
225
Pekin Hardy Strauss
Illinois
$1.25M