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Ares Management
ARES

Overview Fund Activity

366 hedge funds and large institutions have $10.8B invested in Ares Management in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+70
Holders Change %
+23.65%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
88
Increased
120
Reduced
100
Closed
16
Calls
$4.59M
Puts
$1.43M
Net Calls
+$3.16M
Net Calls Change
+$3.79M

Top Buyers

1
CWP
1
Curated Wealth Partners
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$119M
3
Citadel Advisors
3
Citadel Advisors
Florida
$42.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$84.5M
5
Bank of America
5
Bank of America
North Carolina
$154M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.25B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B
3
HCM
3
HMI Capital Management
California
$411M
4
Millennium Management
4
Millennium Management
New York
$5.65M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
226
Strategic Blueprint
Georgia
$691K -$171K -2,104 -20%
O
227
Ossiam
France
$691K +$691K +8,501 New
SG Americas Securities
228
SG Americas Securities
New York
$685K -$417K -5,125 -38%
OQS
229
Occudo Quantitative Strategies
Florida
$685K -$351K -4,317 -34%
SWM
230
Spire Wealth Management
Virginia
$677K +$52.5K +646 +8%
BAM
231
Belpointe Asset Management
Nevada
$676K -$40.6K -500 -6%
QT
232
Quantbot Technologies
New York
$639K +$639K +7,865 New
PAMS
233
Pictet Asset Management (Switzerland)
Switzerland
$629K +$4.47K +55 +0.7%
AWM
234
Avior Wealth Management
Nebraska
$602K – – –
OC
235
Oppenheimer & Co
New York
$591K -$9.34K -115 -2%
BAM
236
Blueshift Asset Management
New Jersey
$580K +$156K +1,919 +37%
Lido Advisors
237
Lido Advisors
California
$573K +$50.6K +623 +10%
Canada Life
238
Canada Life
Manitoba, Canada
$537K -$455K -5,618 -46%
CA
239
CoreCap Advisors
Michigan
$537K +$537K +6,603 New
RG
240
Rathbones Group
United Kingdom
$532K – – –
SPIA
241
Steward Partners Investment Advisory
New York
$518K +$45K +554 +10%
LGA
242
Lebenthal Global Advisors
New York
$496K +$496K +6,110 New
Acadian Asset Management
243
Acadian Asset Management
Massachusetts
$491K -$25.4K -313 -5%
VIA
244
Vident Investment Advisory
Georgia
$489K -$108K -1,324 -18%
EGA
245
Eagle Global Advisors
Texas
$488K – – –
VanEck Associates
246
VanEck Associates
New York
$481K +$481K +5,915 New
Tudor Investment Corp
247
Tudor Investment Corp
Connecticut
$453K +$453K +5,571 New
ETC
248
Exchange Traded Concepts
Oklahoma
$448K +$448K +5,518 New
Marshall Wace
249
Marshall Wace
United Kingdom
$439K +$439K +5,392 New
HWAM
250
Hennion & Walsh Asset Management
New Jersey
$437K -$10.6K -131 -2%
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