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HMI Capital Management’s Ares Management ARES Stock Holding History

HMI Capital Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-315,472
Closed -$49.2M – 12
2024
Q3 		$49.2M Sell
315,472
-557,274
-64% -$80.9M 2.04% 14
2024
Q2 		$116M Sell
872,746
-576,403
-40% -$78.7M 4.43% 13
2024
Q1 		$193M Sell
1,449,149
-355,748
-20% -$45.4M 7.09% 7
2023
Q4 		$215M Sell
1,804,897
-334,272
-16% -$36.3M 9.31% 7
2023
Q3 		$220M Sell
2,139,169
-740,384
-26% -$74.9M 8.45% 6
2023
Q2 		$277M Sell
2,879,553
-939,300
-25% -$81.2M 9.85% 4
2023
Q1 		$319M Hold
3,818,853
– – 12.45% 2
2022
Q4 		$261M Sell
3,818,853
-168,735
-4% -$12.2M 11.17% 3
2022
Q3 		$247M Buy
3,987,588
+188,618
+5% +$13.2M 9.3% 5
2022
Q2 		$216M Buy
3,798,970
+243,260
+7% +$16.8M 8.68% 5
2022
Q1 		$289M Sell
3,555,710
-1,500,000
-30% -$115M 8.42% 6
2021
Q4 		$411M Sell
5,055,710
-685,000
-12% -$55.8M 11.23% 4
2021
Q3 		$424M Hold
5,740,710
– – 12.71% 1
2021
Q2 		$365M Hold
5,740,710
– – 11.43% 3
2021
Q1 		$322M Sell
5,740,710
-40,337
-0.7% -$2.03M 11.47% 3
2020
Q4 		$272M Hold
5,781,047
– – 10.94% 2
2020
Q3 		$234M Buy
5,781,047
+1,108,192
+24% +$44.2M 9.68% 3
2020
Q2 		$186M Buy
4,672,855
+2,464,551
+112% +$87.1M 8.85% 6
2020
Q1 		$68.3M Buy
+2,208,304
New +$77.2M 4.53% 11

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HMI Capital Management's ARES Position: Q4 2024 in Review

HMI Capital Management sold out of Ares Management (ARES) in Q4 2024, closing a stake of 315,472 shares — an estimated $49.2M sold.

HMI Capital Management first reported a position in ARES in Q1 2020 and held it in 19 quarters. The position peaked at $424M in Q3 2021. 735 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • HMI Capital Management reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
  • HMI Capital Management sold 315,472 Ares Management shares in Q4 2024, an estimated $49.2M.
  • HMI Capital Management first reported a position in Ares Management in Q1 2020 and held it in 19 quarters.
  • HMI Capital Management's Ares Management position peaked at $424M in Q3 2021.
  • 735 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on HMI Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.