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Ares Management
ARES

Overview Fund Activity

366 hedge funds and large institutions have $10.8B invested in Ares Management in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+70
Holders Change %
+23.65%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
88
Increased
120
Reduced
100
Closed
16
Calls
$4.59M
Puts
$1.43M
Net Calls
+$3.16M
Net Calls Change
+$3.79M

Top Buyers

1
CWP
1
Curated Wealth Partners
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$119M
3
Citadel Advisors
3
Citadel Advisors
Florida
$42.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$84.5M
5
Bank of America
5
Bank of America
North Carolina
$154M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.25B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B
3
HCM
3
HMI Capital Management
California
$411M
4
Millennium Management
4
Millennium Management
New York
$5.65M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
276
KWMG LLC
Kansas
$312K – – –
FB
277
Fulton Bank
Pennsylvania
$311K +$311K +3,830 New
SBIA
278
Sheaff Brock Investment Advisors
Indiana
$297K +$10.3K +127 +4%
ZCA
279
Zeke Capital Advisors
Pennsylvania
$287K – – –
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$286K +$132K +1,625 +86%
LWAC
281
Laurel Wealth Advisors (California)
California
$286K +$286K +3,525 New
Jane Street
282
Jane Street
New York
$279K -$534K -6,561 -66%
Verition Fund Management
283
Verition Fund Management
Connecticut
$277K +$277K +3,407 New
CFN
284
Cordasco Financial Network
Florida
$271K +$1.54K +19 +0.6%
FHB
285
First Hawaiian Bank
Hawaii
$259K -$6.51K -80 -2%
JIC
286
Joel Isaacson & Co
New York
$247K – – –
USCWA
287
U.S. Capital Wealth Advisors
Texas
$244K – – –
American Century Companies
288
American Century Companies
Missouri
$233K +$233K +2,863 New
FIM
289
Fernwood Investment Management
Massachusetts
$228K – – –
P
290
&Partners
Tennessee
$226K – – –
JF
291
Jump Financial
Illinois
$226K +$226K +2,777 New
ISWM
292
Independent Solutions Wealth Management
New York
$225K +$225K +2,774 New
HKIMG
293
Hutchens & Kramer Investment Management Group
Indiana
$213K +$213K +2,652 New
Two Sigma Advisers
294
Two Sigma Advisers
New York
$211K +$211K +2,600 New
KAS
295
Kestra Advisory Services
Texas
$210K +$210K +2,582 New
RJT
296
Raymond James Trust
Florida
$209K +$209K +2,577 New
AIG
297
American International Group
New York
$208K -$244 -3 -0.1%
OIA
298
Optimum Investment Advisors
Illinois
$203K – – –
TWM
299
Tradition Wealth Management
Minnesota
$203K – – –
AAS
300
Avantax Advisory Services
Texas
$203K +$203K +2,500 New
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12
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