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Ares Management
ARES

Overview Fund Activity

405 hedge funds and large institutions have $9.92B invested in Ares Management in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+35
Holders Change %
+9.46%
% of All Funds
6.53%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
97
Increased
142
Reduced
112
Closed
56
Calls
$10.5M
Puts
$275M
Net Calls
-$265M
Net Calls Change
-$185M

Top Buyers

1
BlackRock
BlackRock
New York
$679M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.01B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$91.5M
4
Franklin Resources
Franklin Resources
California
$224M
5
State Street
State Street
Massachusetts
$197M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$51.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.33B
3
William Blair Investment Management
William Blair Investment Management
Illinois
$123M
4
Citadel Advisors
Citadel Advisors
Florida
$4.21M
5
Goldman Sachs
Goldman Sachs
New York
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Belpointe Asset Management
Nevada
$532K -$11K -161 -2%
WG
252
Winton Group
United Kingdom
$531K +$90.2K +1,318 +20%
BTWM
253
Baker Tilly Wealth Management
Wisconsin
$530K -$123K -1,793 -19%
VPIM
254
Vanguard Personalized Indexing Management
California
$519K +$25.8K +377 +5%
SPIA
255
Steward Partners Investment Advisory
New York
$511K -$42.4K -619 -8%
AWM
256
Avior Wealth Management
Nebraska
$509K +$116K +1,690 +29%
SB
257
Strategic Blueprint
Georgia
$508K -$15.2K -222 -3%
OC
258
Oppenheimer & Co
New York
$505K +$45.7K +667 +10%
GAM
259
Guinness Asset Management
United Kingdom
$498K – – –
CA
260
Cetera Advisors
Colorado
$482K +$482K +7,038 New
BEI
261
Benjamin Edwards Inc
Missouri
$440K +$85.7K +1,252 +24%
RG
262
Rathbones Group
United Kingdom
$431K -$17.1K -250 -4%
DCM
263
Dudley Capital Management
Virginia
$424K +$424K +6,200 New
Acadian Asset Management
264
Acadian Asset Management
Massachusetts
$419K +$61.7K +901 +17%
BIAS
265
Beacon Investment Advisory Services
New Jersey
$417K -$32.8K -479 -7%
EGA
266
Eagle Global Advisors
Texas
$411K – – –
NIMI
267
Natixis Investment Managers International
France
$403K +$134K +1,960 +50%
FCM
268
FJ Capital Management
Virginia
$398K +$398K +5,817 New
BHCM
269
Boulder Hill Capital Management
New York
$397K +$397K +5,800 New
SCA
270
Snowden Capital Advisors
New York
$396K +$24.4K +357 +7%
VanEck Associates
271
VanEck Associates
New York
$392K +$2.39K +35 +0.6%
KACA
272
Kayne Anderson Capital Advisors
California
$383K – – –
S
273
Seeyond
France
$373K +$373K +5,450 New
PAM
274
Panagora Asset Management
Massachusetts
$365K +$365K +5,327 New
SPA
275
Sherbrooke Park Advisers
New York
$363K +$363K +5,300 New
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