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Ares Management
ARES

Overview Fund Activity

296 hedge funds and large institutions have $9.6B invested in Ares Management in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+16
Holders Change %
+5.71%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
49
Increased
102
Reduced
98
Closed
30
Calls
$4.06M
Puts
$4.69M
Net Calls
-$627K
Net Calls Change
+$1.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.24B
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.05B
3
BlackRock
BlackRock
New York
$434M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$48.7M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$40.4M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$51.6M
2
Ameriprise
Ameriprise
Minnesota
$71.9M
3
Franklin Resources
Franklin Resources
California
$205M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$39M
5
Victory Capital Management
Victory Capital Management
Texas
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
251
Fernwood Investment Management
Massachusetts
$207K +$207K +2,800 New
P
252
&Partners
Tennessee
$205K +$205K +2,780 New
AIG
253
American International Group
New York
$189K -$15.1K -204 -7%
OIA
254
Optimum Investment Advisors
Illinois
$185K – – –
TWM
255
Tradition Wealth Management
Minnesota
$184K – – –
Ensign Peak Advisors
256
Ensign Peak Advisors
Utah
$168K +$168K +2,275 New
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$140K +$91.4K +1,237 +188%
AWA
258
Arkadios Wealth Advisors
Georgia
$139K +$882 +12 +0.6%
FHA
259
First Horizon Advisors
Tennessee
$114K +$3.89K +53 +4%
LWA
260
Lenox Wealth Advisors
New York
$113K +$113K +1,528 New
FPS
261
Fieldpoint Private Securities
Connecticut
$104K +$104K +1,414 New
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$98K +$97K +1,318 +10,138%
AWM
263
Atticus Wealth Management
Florida
$98K +$98K +1,329 New
Bessemer Group
264
Bessemer Group
New Jersey
$93K +$4.57K +62 +5%
WPA
265
West Paces Advisors
Georgia
$88.5K +$88.5K +1,199 New
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$74K – – –
HFM
267
Harvest Fund Management
China
$70K +$70K +949 New
BCA
268
Berman Capital Advisors
Georgia
$61K +$1.89K +26 +3%
LIM
269
Longfellow Investment Management
Massachusetts
$53K – – –
CH
270
Canton Hathaway
Rhode Island
$52K – – –
LWM
271
Liberty Wealth Management
California
$49K +$37.1K +450 +310%
TH
272
TCTC Holdings
Texas
$41K – – –
HIA
273
Harbor Investment Advisory
Maryland
$41K +$22.4K +300 +120%
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5K -$118K -1,600 -76%
IA
275
IFP Advisors
Florida
$36K -$18.9K -296 -34%
9 10
11
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