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Ares Management
ARES

Overview Fund Activity

441 hedge funds and large institutions have $15.4B invested in Ares Management in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 158 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+8
Holders Change %
+1.85%
% of All Funds
6.95%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
59
Increased
152
Reduced
158
Closed
49
Calls
$17.6M
Puts
$5.89M
Net Calls
+$11.7M
Net Calls Change
+$325M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$441M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.81B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$358M
4
BlackRock
BlackRock
New York
$1.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B

Top Sellers

1
QP
Quilter Plc
United Kingdom
$731M
2
HCM
HMI Capital Management
California
$277M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.59M
4
Ameriprise
Ameriprise
Minnesota
$41.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
226
Engineers Gate Manager
New York
$1.18M -$3.88M -40,289 -77%
MSRPS
227
Maryland State Retirement & Pension System
Maryland
$1.18M +$10.1K +105 +0.9%
DCP
228
DSM Capital Partners
Florida
$1.16M – – –
Teacher Retirement System of Texas
229
Teacher Retirement System of Texas
Texas
$1.15M -$518K -5,381 -31%
AWM
230
Apollon Wealth Management
South Carolina
$1M +$176K +1,831 +21%
Nordea Investment Management
231
Nordea Investment Management
Sweden
$1,000K +$132K +1,364 +15%
DZ Bank
232
DZ Bank
Germany
$996K – – –
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$985K -$151K -1,568 -13%
OAM
234
Oppenheimer Asset Management
New York
$977K -$14.4K -149 -1%
MIM
235
MetLife Investment Management
New Jersey
$949K +$53.4K +554 +6%
PWG
236
Portside Wealth Group
Utah
$946K +$946K +9,821 New
PP
237
Prudential plc
United Kingdom
$934K +$339K +3,521 +57%
PMA
238
Prudent Man Advisors
Illinois
$934K -$4.72K -49 -0.5%
PCIA
239
Prime Capital Investment Advisors
Kansas
$906K -$125K -1,300 -12%
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$886K +$28.9K +300 +3%
Mariner
241
Mariner
Kansas
$867K -$27.6K -286 -3%
BL
242
BFSG LLC
California
$863K +$863K +8,959 New
KAS
243
Kestra Advisory Services
Texas
$856K +$21.2K +220 +3%
VCM
244
Vetamer Capital Management
California
$836K +$836K +8,678 New
AWM
245
Affinity Wealth Management
Delaware
$835K +$26.8K +278 +3%
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$773K +$137K +1,417 +21%
PFG
247
PAX Financial Group
Texas
$768K -$151K -1,565 -16%
E
248
Ergoteles
New York
$756K +$756K +7,848 New
Citadel Advisors
249
Citadel Advisors
Florida
$749K -$345K -3,584 -32%
VPIM
250
Vanguard Personalized Indexing Management
California
$748K +$30K +311 +4%
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