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Ares Management
ARES

Overview Fund Activity

484 hedge funds and large institutions have $16.7B invested in Ares Management in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 184 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+43
Holders Change %
+9.75%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
81
Increased
184
Reduced
141
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$600M
2
Capital World Investors
Capital World Investors
California
$1.14B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$93.7M
4
Millennium Management
Millennium Management
New York
$270M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$151M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.8B
2
Capital International Investors
Capital International Investors
California
$573M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$0
4
HCM
HMI Capital Management
California
$220M
5
VVP
Vulcan Value Partners
Alabama
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
251
Oregon Public Employees Retirement Fund
Oregon
$1.13M -$494K -4,800 -30%
AWM
252
Apollon Wealth Management
South Carolina
$1.12M +$57.2K +556 +5%
Nordea Investment Management
253
Nordea Investment Management
Sweden
$1.11M +$21.3K +202 +2%
TRCT
254
Tower Research Capital (TRC)
New York
$1.09M +$785K +7,633 +258%
DFCM
255
Dark Forest Capital Management
Puerto Rico
$1.04M +$1.04M +10,141 New
OAM
256
Oppenheimer Asset Management
New York
$1.04M -$823 -8 -0.1%
MIM
257
MetLife Investment Management
New Jersey
$1.01M +$514 +5 +0.1%
PWG
258
Portside Wealth Group
Utah
$1.01M -$2.88K -28 -0.3%
Daiwa Securities Group
259
Daiwa Securities Group
Japan
$988K +$41.2K +400 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
260
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$988K +$988K +9,600 New
Caisse de Depot et Placement du Quebec (CDPQ)
261
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$987K -$834K -8,110 -46%
BL
262
BFSG LLC
California
$984K +$62.5K +608 +7%
Nisa Investment Advisors
263
Nisa Investment Advisors
Missouri
$943K +$827K +8,044 +718%
FB
264
Fulton Bank
Pennsylvania
$936K +$163K +1,588 +21%
Mariner
265
Mariner
Kansas
$912K -$13.7K -133 -1%
AWM
266
Affinity Wealth Management
Delaware
$895K +$3.19K +31 +0.4%
Commonwealth Equity Services
267
Commonwealth Equity Services
Massachusetts
$890K +$64.9K +631 +8%
KAS
268
Kestra Advisory Services
Texas
$868K -$46.1K -448 -5%
Citadel Advisors
269
Citadel Advisors
Florida
$859K +$59.3K +576 +7%
VPIM
270
Vanguard Personalized Indexing Management
California
$842K +$43.6K +424 +5%
HA
271
Harbor Advisors
Florida
$823K +$309K +3,000 +60%
PP
272
Prudential plc
United Kingdom
$823K -$175K -1,702 -18%
SPIA
273
Steward Partners Investment Advisory
New York
$818K +$24K +233 +3%
EA
274
Ellsworth Advisors
Ohio
$798K +$798K +7,594 New
Allspring Global Investments
275
Allspring Global Investments
North Carolina
$798K +$127K +1,232 +19%
9 10
11
12 13