We are live on ! Find out more
ARES icon

Ares Management

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

191% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 45

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

28% more capital invested

Capital invested by funds: $6.34B → $8.09B (+$1.75B)

16% more funds holding

Funds holding: 241280 (+39)

2.67% more ownership

Funds ownership: 75.72%78.39% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

35% less call options, than puts

Call options by funds: $3.38M | Put options by funds: $5.21M

Holders
280
Holders Change
+39
Holders Change %
+16.18%
% of All Funds
4.87%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TH
251
TCTC Holdings
Texas
$36K -$18K -322 -36%
TRCT
252
Tower Research Capital (TRC)
New York
$31K +$7.6K +136 +38%
EW
253
Evoke Wealth
California
$30K
WOC
254
West Oak Capital
California
$29K -$8.39K -150 -25%
SIM
255
Sonora Investment Management
Arizona
$23K +$20.4K +365 New
Group One Trading
256
Group One Trading
Illinois
$19K +$16.8K +300 New
HIA
257
Harbor Investment Advisory
Maryland
$16K +$14K +250 New
FHC
258
First Horizon Corporation
Tennessee
$15K
EBA
259
Eagle Bay Advisors
New York
$13K +$10.8K +193 New
HPC
260
HM Payson & Co
Maine
$9K
LWM
261
Liberty Wealth Management
California
$9K +$3.41K +61 +73%
CFO
262
CVA Family Office
Colorado
$6K +$5.59K +100 New
GWM
263
Geneos Wealth Management
Colorado
$6K +$5.59K +100 New
LPWM
264
Lake Point Wealth Management
Texas
$6K +$5.59K +100 New
BAM
265
Bellevue Asset Management
Washington
$4K +$56 +1 +2%
AIP
266
Ameritas Investment Partners
Nebraska
$3K +$56 +1 +2%
LWCFA
267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$1.34K +24 New
CFA
268
Carroll Financial Associates
North Carolina
$2K +$2.13K +38 New
GWS
269
Glassman Wealth Services
Virginia
$1K
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$1K
TFO
271
Tarbox Family Office
California
$1K
WT
272
Washington Trust
Rhode Island
$1K +$447 +8 New
RDWM
273
Red Door Wealth Management
Tennessee
$1K +$1.68K +30 New
Walleye Capital
274
Walleye Capital
New York
$800 +$703K +12,574 New
Nisa Investment Advisors
275
Nisa Investment Advisors
Missouri
$226 +$190K +3,400 +2,125%

ARES Hedge Fund Activity: Q2 2021 in Review

280 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q2 2021, worth a combined $8.09B — up 28% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ARES positions and 23 closed out — a net gain of 41 holders — while 131 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Brown Advisory, cutting an estimated $35.2M.

  • 280 institutional investors held Ares Management (ARES) as of Q2 2021, up from 241 in Q1 2021.
  • Funds reported $8.09B of Ares Management stock for Q2 2021, up 28% quarter-over-quarter.
  • 64 funds opened new Ares Management positions in Q2 2021 and 23 closed out, a net change of +41 holders.
  • The largest Ares Management buyer in Q2 2021 was Wellington Management Group, an estimated $216M added.
  • The largest Ares Management seller in Q2 2021 was Brown Advisory, an estimated $35.2M sold.

Based on aggregated 13F filings for Q2 2021.