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Ares Management
ARES

Overview Fund Activity

296 hedge funds and large institutions have $9.6B invested in Ares Management in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+16
Holders Change %
+5.71%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
49
Increased
102
Reduced
98
Closed
30
Calls
$4.06M
Puts
$4.69M
Net Calls
-$627K
Net Calls Change
+$1.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.24B
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.05B
3
BlackRock
BlackRock
New York
$434M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$48.7M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$40.4M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$51.6M
2
Ameriprise
Ameriprise
Minnesota
$71.9M
3
Franklin Resources
Franklin Resources
California
$205M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$39M
5
Victory Capital Management
Victory Capital Management
Texas
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
276
Evoke Wealth
California
$34K – – –
WOC
277
West Oak Capital
California
$33K – – –
SIM
278
Sonora Investment Management
Arizona
$27K – – –
JWM
279
Jackson Wealth Management
Florida
$18K +$897 +2,441 +5%
EBA
280
Eagle Bay Advisors
New York
$15K – – –
HPC
281
HM Payson & Co
Maine
$10K – – –
LPWM
282
Lake Point Wealth Management
Texas
$7K – – –
GWM
283
Geneos Wealth Management
Colorado
$7K – – –
ANBT
284
American National Bank & Trust
Texas
$6K +$6K +85 New
BIA
285
Bell Investment Advisors
California
$4K +$4K +48 New
AIP
286
Ameritas Investment Partners
Nebraska
$3K – – –
CFA
287
Carroll Financial Associates
North Carolina
$3K +$808 +14 +37%
TFO
288
Tarbox Family Office
California
$2K – – –
VCM
289
Versant Capital Management
Arizona
$2K +$2K +28 New
GWS
290
Glassman Wealth Services
Virginia
$1K – – –
WT
291
Washington Trust
Rhode Island
$1K +$273 +3 +38%
EI
292
Ellevest Inc
New York
$1K +$1K +10 New
Nisa Investment Advisors
293
Nisa Investment Advisors
Missouri
$263 – – –
WIM
294
Westside Investment Management
California
$31 – – –
Nomura Asset Management
295
Nomura Asset Management
Japan
– -$9.27M -145,796 Closed
Assenagon Asset Management
296
Assenagon Asset Management
Luxembourg
– -$4.35M -68,418 Closed
SSA
297
Schonfeld Strategic Advisors
New York
– -$3.21M -50,500 Closed
GC
298
Gillson Capital
Illinois
– -$2.37M -37,204 Closed
AI
299
AdvisorShares Investments
Maryland
– -$2.31M -36,308 Closed
FCM
300
FJ Capital Management
Virginia
– -$1.44M -23,000 Closed
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