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Ares Management

356 hedge funds and large institutions have $7.92B invested in Ares Management in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 130 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $5.86M

1.28% more ownership

Funds ownership: 79.89%81.18% (+1.3%)

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

6% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 130

3% less funds holding

Funds holding: 366356 (-10)

28% less capital invested

Capital invested by funds: $11.1B → $7.92B (-$3.13B)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
356
Holders Change
-10
Holders Change %
-2.73%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
53
Increased
122
Reduced
130
Closed
54
Calls
$13.5M
Puts
$5.86M
Net Calls
+$7.64M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
301
Canton Hathaway
Rhode Island
$40K
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$39K +$6.16K +89 +15%
AF
303
Advisornet Financial
Minnesota
$38K -$39.1K -565 -46%
PA
304
Parallel Advisors
California
$37K +$2.08K +30 +5%
TH
305
TCTC Holdings
Texas
$32K
FAM
306
Fred Alger Management
New York
$31K -$19.6K -283 -34%
HIA
307
Harbor Investment Advisory
Maryland
$31K
TWC
308
TD Waterhouse Canada
Ontario, Canada
$29.3K
EW
309
Evoke Wealth
California
$27K
WOC
310
West Oak Capital
California
$26K
GWM
311
Geneos Wealth Management
Colorado
$23K
CA
312
Clearstead Advisors
Ohio
$23K +$28.1K +406 New
KFP
313
KB Financial Partners
New Jersey
$22K
BAM
314
Byrne Asset Management
New Jersey
$17K
PFBT
315
Parkside Financial Bank & Trust
Missouri
$16K +$138 +2 +0.7%
C
316
Covestor
United Kingdom
$16K +$484 +7 +3%
LSA
317
Leonteq Securities AG
Switzerland
$15.7K -$1.94K -28 -9%
CT
318
Cambridge Trust
Massachusetts
$14K
WT
319
Whittier Trust
California
$12K +$13.6K +197 +1,159%
FFA
320
Fairfield Financial Advisors
Massachusetts
$11.1K +$69 +1 +0.5%
QC
321
Quent Capital
New York
$11K
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$11K +$13.8K +200 New
CFO
323
CVA Family Office
Colorado
$7K +$692 +10 +8%
GFPC
324
Global Financial Private Client
Florida
$6.73K
VVP
325
Venture Visionary Partners
Ohio
$6.54K +$7.95K +115 New