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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 %
RW
301
RVW Wealth
California
$203K +$203K +2,500 New
IA
302
IFP Advisors
Florida
$193K +$149K +1,909 +339%
SAS
303
Stelac Advisory Services
New York
$190K -$701K -8,627 -79%
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$182K -$1.35M -16,629 -88%
NICM
305
Neo Ivy Capital Management
New York
$171K +$171K +2,105 New
FHA
306
First Horizon Advisors
Tennessee
$150K +$23.9K +295 +19%
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K +$98.2K +1,208 +245%
LWA
308
Lenox Wealth Advisors
New York
$124K – – –
FPS
309
Fieldpoint Private Securities
Connecticut
$115K – – –
Bessemer Group
310
Bessemer Group
New Jersey
$103K – – –
WTA
311
Washington Trust Advisors
Massachusetts
$101K +$101K +1,241 New
WPA
312
West Paces Advisors
Georgia
$97.4K – – –
SC
313
Settian Capital
New York
$88K +$88K +1,085 New
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$85K -$200K -2,500 -70%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$81K – – –
HFM
316
Harvest Fund Management
China
$77K – – –
FAG
317
Fortitude Advisory Group
Washington
$76K +$76K +930 New
UB
318
UMB Bank
Missouri
$74K +$74K +909 New
Manulife (Manufacturers Life Insurance)
319
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.6K -$3.03K -37,271 -4%
LIM
320
Longfellow Investment Management
Massachusetts
$59K – – –
CH
321
Canton Hathaway
Rhode Island
$57K – – –
PA
322
Parallel Advisors
California
$51K +$50.6K +624 +12,480%
FAM
323
Fred Alger Management
New York
$48K +$48K +592 New
TH
324
TCTC Holdings
Texas
$46K – – –
HIA
325
Harbor Investment Advisory
Maryland
$45K – – –
11 12
13
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