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Ares Management
ARES

Overview Fund Activity

609 hedge funds and large institutions have $23.3B invested in Ares Management in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 252 increasing their positions, 187 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+10
Holders Change %
+1.67%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
87
Increased
252
Reduced
187
Closed
69
Calls
$31.8M
Puts
$23.4M
Net Calls
+$8.4M
Net Calls Change
+$227M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.01B
2
LI
2
LRI Investments
Florida
$376M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$674M
4
LPC
4
Lone Pine Capital
Connecticut
$210M
5
Millennium Management
5
Millennium Management
New York
$232M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$231M
2
Boston Partners
2
Boston Partners
Massachusetts
$151M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$831M
4
HCM
4
HMI Capital Management
California
$116M
5
Capital World Investors
5
Capital World Investors
California
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
251
Hantz Financial Services
Michigan
$1.99M -$212K -1,588 -10%
IFWM
252
Institute for Wealth Management
Colorado
$1.96M +$117K +881 +6%
WLG
253
Williamson Legacy Group
Indiana
$1.93M -$13.5K -101 -0.7%
PPA
254
Painted Porch Advisors
California
$1.89M -$2.19M -16,449 -54%
HA
255
Harbor Advisors
Florida
$1.87M – – –
MAM
256
Morse Asset Management
Connecticut
$1.86M +$52K +390 +3%
MPM
257
MBB Public Markets
Illinois
$1.85M +$1.42M +10,630 +324%
MSRPS
258
Maryland State Retirement & Pension System
Maryland
$1.85M +$158K +1,189 +9%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$1.84M +$1.75M +13,117 +1,807%
PA
260
Paragon Advisors
Texas
$1.82M +$1.82M +13,652 New
Mackenzie Financial
261
Mackenzie Financial
Ontario, Canada
$1.8M +$25.9K +194 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
262
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.8M -$200K -1,500 -10%
Nordea Investment Management
263
Nordea Investment Management
Sweden
$1.79M +$93.7K +690 +6%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$1.79M – – –
DCP
265
DSM Capital Partners
Florida
$1.79M – – –
VFA
266
Valeo Financial Advisors
Indiana
$1.75M +$1.73K +13 +0.1%
NFC
267
Northeast Financial Consultants
Connecticut
$1.74M -$127K -953 -7%
Daiwa Securities Group
268
Daiwa Securities Group
Japan
$1.72M +$237K +1,775 +16%
PAS
269
Park Avenue Securities
New York
$1.68M -$64.1K -481 -4%
SGM
270
Seven Grand Managers
New York
$1.67M +$1.67M +12,500 New
O
271
Ossiam
France
$1.66M -$174K -1,307 -9%
SPIA
272
Steward Partners Investment Advisory
New York
$1.63M +$542K +4,063 +50%
AB
273
Amalgamated Bank
New York
$1.61M +$134K +1,008 +9%
VPIM
274
Vanguard Personalized Indexing Management
California
$1.59M +$228K +1,710 +17%
AR
275
Advisory Research
Illinois
$1.59M -$1.4M -10,521 -47%
9 10
11
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