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Ares Management

356 hedge funds and large institutions have $7.92B invested in Ares Management in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 130 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $5.86M

1.28% more ownership

Funds ownership: 79.89%81.18% (+1.3%)

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

6% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 130

3% less funds holding

Funds holding: 366356 (-10)

28% less capital invested

Capital invested by funds: $11.1B → $7.92B (-$3.13B)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
356
Holders Change
-10
Holders Change %
-2.73%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
53
Increased
122
Reduced
130
Closed
54
Calls
$13.5M
Puts
$5.86M
Net Calls
+$7.64M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
251
Kore Private Wealth
New York
$300K
BEI
252
Benjamin Edwards Inc
Missouri
$300K +$11.9K +172 +3%
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$294K +$25.9K +374 +8%
SCM
254
Silvant Capital Management
Georgia
$286K
ACH
255
ArrowMark Colorado Holdings
Colorado
$284K
HA
256
Harbor Advisors
Florida
$284K
SW
257
SVB Wealth
Massachusetts
$275K +$1.38K +20 +0.4%
CAAS
258
Capital Asset Advisory Services
Michigan
$272K -$58.6K -848 -15%
TI
259
Tidal Investments
Wisconsin
$261K +$318K +4,594 New
PCM
260
Prana Capital Management
Connecticut
$259K +$315K +4,559 New
CIA
261
Capital Impact Advisors
Massachusetts
$255K +$21.4K +309 +7%
NGA
262
Naples Global Advisors
Florida
$243K
V
263
Veritable
Delaware
$240K -$11.7K -169 -4%
CBT
264
CoreFirst Bank & Trust
Kansas
$233K
ZCA
265
Zeke Capital Advisors
Pennsylvania
$232K -$37.8K -547 -12%
SSW
266
Stone Summit Wealth
Florida
$230K +$280K +4,048 New
GTCM
267
Gyon Technologies Capital Management
New Jersey
$229K +$279K +4,028 New
HNB
268
Huntington National Bank
Ohio
$227K
BFA
269
Buttonwood Financial Advisors
Maryland
$226K +$41.5K +600 +18%
TPA
270
Trivium Point Advisory
Connecticut
$223K -$29.7K -430 -11%
SBIA
271
Sheaff Brock Investment Advisors
Indiana
$223K +$622 +9 +0.2%
KL
272
KWMG LLC
Kansas
$218K
Vontobel Holding
273
Vontobel Holding
Switzerland
$216K -$463K -6,688 -64%
KeyBank National Association
274
KeyBank National Association
Ohio
$216K -$12.8K -185 -5%
FB
275
Fulton Bank
Pennsylvania
$212K -$35.9K -519 -12%