ARES icon

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
+$129M
2
Capital World Investors
Capital World Investors
California
+$104M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$93.7M
4
Millennium Management
Millennium Management
New York
+$90.3M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$71.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$127M
2
Capital International Investors
Capital International Investors
California
-$104M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$90M
4
HCM
HMI Capital Management
California
-$76.2M
5
VVP
Vulcan Value Partners
Alabama
-$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFL
276
Granite FO LLC
New Hampshire
$793K – – –
PCIA
277
Prime Capital Investment Advisors
Kansas
$791K -$176K -1,709 -18%
CA
278
Cetera Advisors
Colorado
$782K +$216K +2,096 +38%
TCM
279
Teza Capital Management
Illinois
$776K +$776K +7,539 New
SCA
280
Snowden Capital Advisors
New York
$763K +$98.4K +957 +15%
WI
281
WBI Investments
New Jersey
$751K +$751K +7,300 New
CT
282
Coastline Trust
Rhode Island
$747K +$747K +7,264 New
RG
283
Rathbones Group
United Kingdom
$742K +$94.1K +915 +15%
AssetMark Inc
284
AssetMark Inc
California
$741K +$120K +1,167 +19%
SB
285
Strategic Blueprint
Georgia
$722K -$10.3K -100 -1%
Cambridge Investment Research Advisors
286
Cambridge Investment Research Advisors
Iowa
$707K +$20.9K +203 +3%
PFG
287
PAX Financial Group
Texas
$689K -$131K -1,274 -16%
BEI
288
Benjamin Edwards Inc
Missouri
$688K -$13.6K -132 -2%
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$684K -$36.4K -354 -5%
Mackenzie Financial
290
Mackenzie Financial
Ontario, Canada
$679K +$7.6K +76 +1%
SEC
291
Seven Eight Capital
New York
$674K +$674K +6,551 New
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$644K +$64.2K +624 +11%
DCM
293
Dudley Capital Management
Virginia
$638K – – –
BAM
294
Belpointe Asset Management
Nevada
$626K +$2.88K +28 +0.5%
CCA
295
Catalyst Capital Advisors
New York
$622K +$52.5K +510 +9%
EGA
296
Eagle Global Advisors
Texas
$617K – – –
BIAS
297
Beacon Investment Advisory Services
New Jersey
$615K – – –
Creative Planning
298
Creative Planning
Kansas
$602K +$262K +2,546 +77%
BTWM
299
Baker Tilly Wealth Management
Wisconsin
$593K -$150K -1,457 -20%
Credit Agricole
300
Credit Agricole
France
$583K +$583K +5,672 New
10 11
12
13 14