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Ares Management
ARES

437 hedge funds and large institutions have $13.2B invested in Ares Management in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 159 increasing their positions, 138 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

33% more capital invested

Capital invested by funds: $9.92B → $13.2B (+$3.32B)

15% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 138

7% more funds holding

Funds holding: 407 → 437 (+30)

0.64% more ownership

Funds ownership: 83.82% → 84.46% (+0.64%)

93% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $337M

Holders
437
Holders Change
+30
Holders Change %
+7.37%
% of All Funds
6.96%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
77
Increased
159
Reduced
138
Closed
43
Calls
$23.2M
Puts
$337M
Net Calls
-$314M
Net Calls Change
-$48.8M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$255M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$126M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$100M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$73.4M
5
BlackRock
BlackRock
New York
+$55.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$143M
2
Ameriprise
Ameriprise
Minnesota
-$43.9M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$42.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$34.3M
5
SSA
Schonfeld Strategic Advisors
New York
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
301
Acadian Asset Management
Massachusetts
$315K -$186K -2,345 -38%
VI
302
Vestcor Inc
New Brunswick, Canada
$306K – – –
PCS
303
Personal CFO Solutions
New Jersey
$303K +$15.5K +195 +6%
KeyBank National Association
304
KeyBank National Association
Ohio
$301K +$12.2K +153 +4%
SSW
305
Stone Summit Wealth
Florida
$300K -$35.6K -448 -11%
QT
306
Quantamental Technologies
New York
$296K -$476K -5,990 -63%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$284K +$270K +3,398 New
Prudential Financial
308
Prudential Financial
New Jersey
$276K -$1.91K -24 -0.5%
Verition Fund Management
309
Verition Fund Management
Connecticut
$270K +$257K +3,238 New
AAS
310
Avantax Advisory Services
Texas
$267K +$12.9K +162 +5%
TI
311
Trexquant Investment
Connecticut
$262K +$250K +3,144 New
TPA
312
Trivium Point Advisory
Connecticut
$258K -$636 -8 -0.3%
JIC
313
Joel Isaacson & Co
New York
$253K – – –
USCWA
314
U.S. Capital Wealth Advisors
Texas
$250K – – –
CRC
315
Curi RMB Capital
Illinois
$247K +$236K +2,966 New
BRWA
316
B. Riley Wealth Advisors
Florida
$247K +$236K +2,963 New
FIM
317
Fernwood Investment Management
Massachusetts
$234K +$223K +2,800 New
AWM
318
Avitas Wealth Management
California
$231K +$220K +2,772 New
Baird Financial Group
319
Baird Financial Group
Wisconsin
$229K +$218K +2,743 New
TPCW
320
TD Private Client Wealth
New York
$226K +$216K +2,712 New
CIP
321
Capital Insight Partners
Arizona
$223K +$213K +2,675 New
ECM
322
ExodusPoint Capital Management
New York
$218K +$207K +2,608 New
HH
323
Hilltop Holdings
Texas
$216K -$49.1K -617 -19%
IAS
324
Insigneo Advisory Services
Florida
$215K -$33.7K -424 -14%
FC
325
Fulcrum Capital
Washington
$213K +$203K +2,556 New
11 12
13
14 15

ARES Hedge Fund Activity: Q1 2023 in Review

437 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q1 2023, worth a combined $13.2B — up 33% from $9.92B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARES positions and 43 closed out — a net gain of 34 holders — while 159 added to existing stakes and 138 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $255M. The largest seller was Wellington Management Group, cutting an estimated $143M.

  • 437 institutional investors held Ares Management (ARES) as of Q1 2023, up from 407 in Q4 2022.
  • Funds reported $13.2B of Ares Management stock for Q1 2023, up 33% quarter-over-quarter.
  • 77 funds opened new Ares Management positions in Q1 2023 and 43 closed out, a net change of +34 holders.
  • The largest Ares Management buyer in Q1 2023 was Boston Partners, an estimated $255M added.
  • The largest Ares Management seller in Q1 2023 was Wellington Management Group, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2023.