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Ares Management

488 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, 186 increasing their positions, 142 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 31

31% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 142

15% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $22M

10% more funds holding

Funds holding: 445488 (+43)

8% more capital invested

Capital invested by funds: $15.5B → $16.7B (+$1.27B)

0.03% more ownership

Funds ownership: 86.1%86.13% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
488
Holders Change
+43
Holders Change %
+9.66%
% of All Funds
7.74%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
81
Increased
186
Reduced
142
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
276
Ellsworth Advisors
Ohio
$798K +$768K +7,594 New
Allspring Global Investments
277
Allspring Global Investments
North Carolina
$798K +$125K +1,232 +19%
GFL
278
Granite FO LLC
New Hampshire
$793K
PCIA
279
Prime Capital Investment Advisors
Kansas
$791K -$173K -1,709 -18%
CA
280
Cetera Advisors
Colorado
$782K +$212K +2,096 +38%
TCM
281
Teza Capital Management
Illinois
$776K +$762K +7,539 New
SCA
282
Snowden Capital Advisors
New York
$763K +$96.8K +957 +15%
WI
283
WBI Investments
New Jersey
$751K +$738K +7,300 New
CT
284
Coastline Trust
Rhode Island
$747K +$735K +7,264 New
RG
285
Rathbones Group
United Kingdom
$742K +$92.5K +915 +15%
AssetMark Inc
286
AssetMark Inc
California
$741K +$118K +1,167 +19%
SB
287
Strategic Blueprint
Georgia
$722K -$10.1K -100 -1%
Cambridge Investment Research Advisors
288
Cambridge Investment Research Advisors
Iowa
$707K +$20.5K +203 +3%
PFG
289
PAX Financial Group
Texas
$689K -$129K -1,274 -16%
BEI
290
Benjamin Edwards Inc
Missouri
$688K -$13.3K -132 -2%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$684K -$35.8K -354 -5%
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
$679K +$7.69K +76 +1%
SEC
293
Seven Eight Capital
New York
$674K +$662K +6,551 New
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$644K +$63.1K +624 +11%
DCM
295
Dudley Capital Management
Virginia
$638K
BAM
296
Belpointe Asset Management
Nevada
$626K +$2.83K +28 +0.5%
CCA
297
Catalyst Capital Advisors
New York
$622K +$51.6K +510 +9%
EGA
298
Eagle Global Advisors
Texas
$617K
BIAS
299
Beacon Investment Advisory Services
New Jersey
$615K
Creative Planning
300
Creative Planning
Kansas
$602K +$257K +2,546 +77%