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Ares Management
ARES

Overview Fund Activity

366 hedge funds and large institutions have $10.8B invested in Ares Management in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+70
Holders Change %
+23.65%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
88
Increased
120
Reduced
100
Closed
16
Calls
$4.59M
Puts
$1.43M
Net Calls
+$3.16M
Net Calls Change
+$3.79M

Top Buyers

1
CWP
1
Curated Wealth Partners
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$119M
3
Citadel Advisors
3
Citadel Advisors
Florida
$42.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$84.5M
5
Bank of America
5
Bank of America
North Carolina
$154M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.25B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B
3
HCM
3
HMI Capital Management
California
$411M
4
Millennium Management
4
Millennium Management
New York
$5.65M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
251
Kore Private Wealth
New York
$429K -$651 -8 -0.2%
OAM
252
Oppenheimer Asset Management
New York
$411K +$411K +5,053 New
SCM
253
Silvant Capital Management
Georgia
$408K -$211K -2,601 -34%
ACH
254
ArrowMark Colorado Holdings
Colorado
$406K – – –
HA
255
Harbor Advisors
Florida
$406K – – –
SW
256
SVB Wealth
Massachusetts
$390K -$32.1K -395 -8%
GC
257
Guggenheim Capital
Illinois
$387K +$387K +4,757 New
BEI
258
Benjamin Edwards Inc
Missouri
$385K +$8.78K +108 +2%
PHK
259
Point72 Hong Kong
Hong Kong
$382K +$382K +4,697 New
Sumitomo Mitsui Trust Group
260
Sumitomo Mitsui Trust Group
Japan
$381K +$146K +1,791 +62%
GCP
261
GSA Capital Partners
United Kingdom
$357K -$63.5K -782 -15%
NGA
262
Naples Global Advisors
Florida
$347K – – –
PCS
263
Personal CFO Solutions
New Jersey
$345K +$22.8K +280 +7%
GAM
264
Gotham Asset Management
New York
$344K +$38.7K +476 +13%
V
265
Veritable
Delaware
$341K -$98.3K -1,209 -22%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$337K +$337K +4,145 New
CBT
267
CoreFirst Bank & Trust
Kansas
$332K – – –
NCM
268
Noesis Capital Mangement
Florida
$329K – – –
VPIM
269
Vanguard Personalized Indexing Management
California
$329K +$2.85K +35 +0.9%
KeyBank National Association
270
KeyBank National Association
Ohio
$327K -$2.6K -32 -0.8%
TPA
271
Trivium Point Advisory
Connecticut
$327K -$2.28K -28 -0.7%
HNB
272
Huntington National Bank
Ohio
$325K +$81 +1 +0%
CSS
273
Cubist Systematic Strategies
Connecticut
$315K +$12.1K +149 +4%
Cambridge Investment Research Advisors
274
Cambridge Investment Research Advisors
Iowa
$314K -$713K -8,772 -69%
SEI Investments
275
SEI Investments
Pennsylvania
$313K +$313K +4,605 New
9 10
11
12 13