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Ares Capital

653 hedge funds and large institutions have $3.08B invested in Ares Capital in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 248 increasing their positions, 198 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+15
Holders Change %
+2.35%
% of All Funds
10.3%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
70
Increased
248
Reduced
198
Closed
49
Calls
$63.1M
Puts
$133M
Net Calls
-$70.2M
Net Calls Change
+$87.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
201
Stonebridge Financial Planning Group
Florida
$1.61M +$33.5K +1,782 +2%
Macquarie Group
202
Macquarie Group
Australia
$1.6M
CPA
203
Cardiff Park Advisors
California
$1.57M -$108K -5,765 -6%
BHPW
204
Beverly Hills Private Wealth
California
$1.56M +$199K +10,158 +15%
BBL
205
Beck Bode LLC
Massachusetts
$1.56M -$106K -5,662 -6%
TFCM
206
Taylor Frigon Capital Management
Arizona
$1.54M +$232K +12,327 +18%
AA
207
ALPS Advisors
Colorado
$1.54M -$69.5K -3,700 -4%
RFN
208
RDA Financial Network
Iowa
$1.54M -$939 -50 -0.1%
CCM
209
Condor Capital Management
New Jersey
$1.52M +$92.2K +4,909 +6%
IWA
210
Intercontinental Wealth Advisors
Texas
$1.51M -$192K -10,244 -11%
GWM
211
Geneos Wealth Management
Colorado
$1.5M +$582K +30,953 +63%
AR
212
Advisory Research
Illinois
$1.5M -$36.8K -1,957 -2%
DSC
213
Duncker Streett & Co
Missouri
$1.47M -$127K -6,784 -8%
State of Tennessee, Department of Treasury
214
State of Tennessee, Department of Treasury
Tennessee
$1.47M -$1.71M -91,200 -54%
State Street
215
State Street
Massachusetts
$1.44M
AI
216
Atria Investments
North Carolina
$1.44M -$168K -8,924 -10%
SFG
217
StrategIQ Financial Group
Indiana
$1.43M -$11.7K -624 -0.8%
KPWS
218
Kestra Private Wealth Services
Texas
$1.42M +$46.8K +2,491 +3%
KCFA
219
Key Client Fiduciary Advisors
New Jersey
$1.42M +$1.62K +86 +0.1%
AAS
220
Avantax Advisory Services
Texas
$1.38M +$90.9K +4,837 +7%
VWA
221
V Wealth Advisors
Kansas
$1.37M -$2.48K -132 -0.2%
EBA
222
Eagle Bay Advisors
New York
$1.37M -$164K -8,738 -11%
TPA
223
Trivium Point Advisory
Connecticut
$1.33M +$2.41K +128 +0.2%
DM
224
Delphi Management
Massachusetts
$1.32M +$1.32M +70,387 New
Bessemer Group
225
Bessemer Group
New Jersey
$1.31M