Ares Management
ARES
437 hedge funds and large institutions have $13.2B invested in Ares Management in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 159 increasing their positions, 138 reducing their positions, and 43 closing their positions.
79% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 43
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
33% more capital invested
Capital invested by funds: $9.92B → $13.2B (+$3.32B)
15% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 138
7% more funds holding
Funds holding: 407 → 437 (+30)
0.64% more ownership
Funds ownership: 83.82% → 84.46% (+0.64%)
93% less call options, than puts
Call options by funds: $23.2M | Put options by funds: $337M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$255M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$126M |
| 3 |
Bank of New York Mellon
New York
|
+$100M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$73.4M |
| 5 |
BlackRock
New York
|
+$55.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$143M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$43.9M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$42.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$34.3M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$22.1M |
ARES Hedge Fund Activity: Q1 2023 in Review
437 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q1 2023, worth a combined $13.2B — up 33% from $9.92B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new ARES positions and 43 closed out — a net gain of 34 holders — while 159 added to existing stakes and 138 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $255M. The largest seller was Wellington Management Group, cutting an estimated $143M.
- 437 institutional investors held Ares Management (ARES) as of Q1 2023, up from 407 in Q4 2022.
- Funds reported $13.2B of Ares Management stock for Q1 2023, up 33% quarter-over-quarter.
- 77 funds opened new Ares Management positions in Q1 2023 and 43 closed out, a net change of +34 holders.
- The largest Ares Management buyer in Q1 2023 was Boston Partners, an estimated $255M added.
- The largest Ares Management seller in Q1 2023 was Wellington Management Group, an estimated $143M sold.
Based on aggregated 13F filings for Q1 2023.