ARES icon

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 %
TH
251
TCTC Holdings
Texas
$36K -$20.7K -322 -36%
TRCT
252
Tower Research Capital (TRC)
New York
$31K +$8.6K +136 +38%
EW
253
Evoke Wealth
California
$30K – – –
WOC
254
West Oak Capital
California
$29K -$9.67K -150 -25%
SIM
255
Sonora Investment Management
Arizona
$23K +$23K +365 New
Group One Trading
256
Group One Trading
Illinois
$19K +$19K +300 New
HIA
257
Harbor Investment Advisory
Maryland
$16K +$16K +250 New
FHC
258
First Horizon Corporation
Tennessee
$15K – – –
EBA
259
Eagle Bay Advisors
New York
$13K +$13K +193 New
HPC
260
HM Payson & Co
Maine
$9K – – –
LWM
261
Liberty Wealth Management
California
$9K +$3.79K +61 +73%
GWM
262
Geneos Wealth Management
Colorado
$6K +$6K +100 New
LPWM
263
Lake Point Wealth Management
Texas
$6K +$6K +100 New
CFO
264
CVA Family Office
Colorado
$6K +$6K +100 New
BAM
265
Bellevue Asset Management
Washington
$4K +$71 +1 +2%
AIP
266
Ameritas Investment Partners
Nebraska
$3K +$59 +1 +2%
LWCFA
267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +24 New
CFA
268
Carroll Financial Associates
North Carolina
$2K +$2K +38 New
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$1K – – –
TFO
270
Tarbox Family Office
California
$1K – – –
GWS
271
Glassman Wealth Services
Virginia
$1K – – –
WT
272
Washington Trust
Rhode Island
$1K +$1K +8 New
RDWM
273
Red Door Wealth Management
Tennessee
$1K +$1K +30 New
Walleye Capital
274
Walleye Capital
New York
$800 +$800 +12,574 New
Nisa Investment Advisors
275
Nisa Investment Advisors
Missouri
$226 +$216 +3,400 +2,125%
8 9 10
11
12