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Ares Management
ARES

Overview Fund Activity

280 hedge funds and large institutions have $8.09B invested in Ares Management in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+39
Holders Change %
+16.18%
% of All Funds
4.89%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
64
Increased
131
Reduced
45
Closed
23
Calls
$3.38M
Puts
$5.21M
Net Calls
-$1.83M
Net Calls Change
-$8.33M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$970M
2
Principal Financial Group
Principal Financial Group
Iowa
$97.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$858M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
$850M
5
HCM
Hamlin Capital Management
New York
$78.1M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$1.26M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$209M
3
Ameriprise
Ameriprise
Minnesota
$89.4M
4
Citadel Advisors
Citadel Advisors
Florida
$9.58M
5
RA
Royce & Associates
New York
$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Affinity Wealth Management
Delaware
$227K +$227K +3,537 New
KeyBank National Association
227
KeyBank National Association
Ohio
$226K +$226K +3,548 New
Wolverine Trading
228
Wolverine Trading
Illinois
$222K +$222K +3,519 New
CFN
229
Cordasco Financial Network
Florida
$210K +$1.53K +24 +0.7%
AII
230
AGF Investments Inc
Ontario, Canada
$210K +$210K +3,298 New
SBIA
231
Sheaff Brock Investment Advisors
Indiana
$208K +$208K +3,259 New
FHB
232
First Hawaiian Bank
Hawaii
$208K +$208K +3,265 New
GTCM
233
Gyon Technologies Capital Management
New Jersey
$207K -$72.4K -1,141 -26%
Twin Tree Management
234
Twin Tree Management
Texas
$206K +$206K +3,234 New
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$203K +$203K +3,198 New
OIA
236
Optimum Investment Advisors
Illinois
$159K – – –
TWM
237
Tradition Wealth Management
Minnesota
$159K +$159K +2,498 New
PAM
238
Panagora Asset Management
Massachusetts
$136K – – –
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K +$127K +1,994 +1,994%
AWA
240
Arkadios Wealth Advisors
Georgia
$119K +$886 +14 +0.8%
FHA
241
First Horizon Advisors
Tennessee
$95K +$14.1K +223 +17%
Bessemer Group
242
Bessemer Group
New Jersey
$76K +$76K +1,200 New
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$64K – – –
FF
244
FourThought Financial
Florida
$63K – – –
ASN
245
Advisory Services Network
Georgia
$54K +$54K +852 New
BCA
246
Berman Capital Advisors
Georgia
$51K +$440 +7 +0.9%
IA
247
IFP Advisors
Florida
$51K +$4.45K +75 +10%
LIM
248
Longfellow Investment Management
Massachusetts
$46K -$19K -296 -29%
CH
249
Canton Hathaway
Rhode Island
$45K – – –
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$42K +$4.02K +63 +11%
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