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Ares Management
ARES

Overview Fund Activity

296 hedge funds and large institutions have $9.6B invested in Ares Management in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+16
Holders Change %
+5.71%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
49
Increased
102
Reduced
98
Closed
30
Calls
$4.06M
Puts
$4.69M
Net Calls
-$627K
Net Calls Change
+$1.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.24B
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.05B
3
BlackRock
BlackRock
New York
$434M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$48.7M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$40.4M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$51.6M
2
Ameriprise
Ameriprise
Minnesota
$71.9M
3
Franklin Resources
Franklin Resources
California
$205M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$39M
5
Victory Capital Management
Victory Capital Management
Texas
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
226
SVB Wealth
Massachusetts
$384K +$384K +5,197 New
GCP
227
GSA Capital Partners
United Kingdom
$382K -$277K -3,760 -42%
ACH
228
ArrowMark Colorado Holdings
Colorado
$369K – – –
HA
229
Harbor Advisors
Florida
$369K – – –
HCL
230
Heard Capital LLC
Illinois
$346K -$740K -10,015 -68%
BEI
231
Benjamin Edwards Inc
Missouri
$342K +$5.25K +71 +2%
NGA
232
Naples Global Advisors
Florida
$316K -$48K -650 -13%
TPA
233
Trivium Point Advisory
Connecticut
$313K +$8.74K +113 +3%
CBT
234
CoreFirst Bank & Trust
Kansas
$302K – – –
KeyBank National Association
235
KeyBank National Association
Ohio
$300K +$37.8K +512 +14%
NCM
236
Noesis Capital Mangement
Florida
$299K +$299K +4,048 New
VPIM
237
Vanguard Personalized Indexing Management
California
$296K +$23.5K +318 +9%
HNB
238
Huntington National Bank
Ohio
$295K – – –
PCS
239
Personal CFO Solutions
New Jersey
$293K -$20.3K -275 -6%
IRF
240
IBM Retirement Fund
New York
$287K – – –
KL
241
KWMG LLC
Kansas
$284K – – –
GAM
242
Gotham Asset Management
New York
$278K +$278K +3,759 New
CSS
243
Cubist Systematic Strategies
Connecticut
$275K -$1.51M -20,475 -85%
SBIA
244
Sheaff Brock Investment Advisors
Indiana
$261K +$20.3K +275 +8%
ZCA
245
Zeke Capital Advisors
Pennsylvania
$260K +$260K +3,526 New
CFN
246
Cordasco Financial Network
Florida
$245K +$1.55K +21 +0.6%
FHB
247
First Hawaiian Bank
Hawaii
$241K – – –
JIC
248
Joel Isaacson & Co
New York
$224K +$224K +3,036 New
USCWA
249
U.S. Capital Wealth Advisors
Texas
$221K +$221K +3,000 New
Sumitomo Mitsui Trust Group
250
Sumitomo Mitsui Trust Group
Japan
$214K +$214K +2,896 New
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