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Ares Management
ARES

Overview Fund Activity

433 hedge funds and large institutions have $13.2B invested in Ares Management in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 137 reducing their positions, and 43 closing their positions.

Holders
433
Holders Change
+28
Holders Change %
+6.91%
% of All Funds
6.93%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
75
Increased
159
Reduced
137
Closed
43
Calls
$23.2M
Puts
$337M
Net Calls
-$314M
Net Calls Change
-$48.8M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$268M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$156M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$244M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$125M
5
BlackRock
5
BlackRock
New York
$886M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.47B
2
QP
2
Quilter Plc
United Kingdom
$916M
3
Ameriprise
3
Ameriprise
Minnesota
$63.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$105M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$81.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VI
301
Vestcor Inc
New Brunswick, Canada
$306K 3,672 – –
PCS
302
Personal CFO Solutions
New Jersey
$303K 3,633 +195 +6%
KeyBank National Association
303
KeyBank National Association
Ohio
$301K 3,612 +153 +4%
SSW
304
Stone Summit Wealth
Florida
$300K 3,600 -448 -11%
QT
305
Quantamental Technologies
New York
$296K 3,542 -5,990 -63%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$284K 3,398 +3,398 New
Prudential Financial
307
Prudential Financial
New Jersey
$276K 4,722 -24 -0.5%
Verition Fund Management
308
Verition Fund Management
Connecticut
$270K 3,238 +3,238 New
AAS
309
Avantax Advisory Services
Texas
$267K 3,194 +162 +5%
TI
310
Trexquant Investment
Connecticut
$262K 3,144 +3,144 New
TPA
311
Trivium Point Advisory
Connecticut
$258K 3,098 -8 -0.3%
JIC
312
Joel Isaacson & Co
New York
$253K 3,036 – –
USCWA
313
U.S. Capital Wealth Advisors
Texas
$250K 3,000 – –
CRC
314
Curi RMB Capital
Illinois
$247K 2,966 +2,966 New
BRWA
315
B. Riley Wealth Advisors
Florida
$247K 2,963 +2,963 New
FIM
316
Fernwood Investment Management
Massachusetts
$234K 2,800 +2,800 New
AWM
317
Avitas Wealth Management
California
$231K 2,772 +2,772 New
Baird Financial Group
318
Baird Financial Group
Wisconsin
$229K 2,743 +2,743 New
TPCW
319
TD Private Client Wealth
New York
$226K 2,712 +2,712 New
CIP
320
Capital Insight Partners
Arizona
$223K 2,675 +2,675 New
ECM
321
ExodusPoint Capital Management
New York
$218K 2,608 +2,608 New
HH
322
Hilltop Holdings
Texas
$216K 2,587 -617 -19%
IAS
323
Insigneo Advisory Services
Florida
$215K 2,580 -424 -14%
FC
324
Fulcrum Capital
Washington
$213K 2,556 +2,556 New
RW
325
RVW Wealth
California
$209K 2,500 +2,500 New
11 12
13
14 15