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Ares Management
ARES

Overview Fund Activity

441 hedge funds and large institutions have $15.4B invested in Ares Management in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 158 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+8
Holders Change %
+1.85%
% of All Funds
6.95%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
59
Increased
152
Reduced
158
Closed
49
Calls
$17.6M
Puts
$5.89M
Net Calls
+$11.7M
Net Calls Change
+$325M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$372M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$110M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$75.8M
4
BlackRock
BlackRock
New York
+$74.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$48.8M

Top Sellers

1
QP
Quilter Plc
United Kingdom
-$184M
2
HCM
HMI Capital Management
California
-$90.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.4M
4
Ameriprise
Ameriprise
Minnesota
-$31.9M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
301
KWMG LLC
Kansas
$370K – – –
CAAS
302
Capital Asset Advisory Services
Michigan
$362K -$38.7K -383 -10%
VFA
303
Voya Financial Advisors
Connecticut
$357K -$102K -1,063 -22%
CAM
304
Close Asset Management
United Kingdom
$356K +$356K +3,690 New
CIP
305
Capital Insight Partners
Arizona
$355K +$97K +1,007 +38%
PCS
306
Personal CFO Solutions
New Jersey
$353K +$2.79K +29 +0.8%
VI
307
Vestcor Inc
New Brunswick, Canada
$350K -$3.47K -36 -1%
KeyBank National Association
308
KeyBank National Association
Ohio
$350K +$1.54K +16 +0.4%
SSW
309
Stone Summit Wealth
Florida
$347K – – –
Verition Fund Management
310
Verition Fund Management
Connecticut
$344K +$32K +332 +10%
GCM
311
Greenland Capital Management
New York
$337K +$337K +3,500 New
Creative Planning
312
Creative Planning
Kansas
$319K +$317K +3,295 +29,955%
Acadian Asset Management
313
Acadian Asset Management
Massachusetts
$305K -$57.9K -603 -16%
TPA
314
Trivium Point Advisory
Connecticut
$297K -$1.73K -18 -0.6%
JIC
315
Joel Isaacson & Co
New York
$292K – – –
USCWA
316
U.S. Capital Wealth Advisors
Texas
$289K – – –
AIG
317
American International Group
New York
$287K +$67.3K +698 +31%
Prudential Financial
318
Prudential Financial
New Jersey
$286K +$9.95K +170 +4%
TRCT
319
Tower Research Capital (TRC)
New York
$285K +$251K +2,608 +749%
WS
320
Wedbush Securities
California
$277K -$104K -1,079 -27%
TPCW
321
TD Private Client Wealth
New York
$276K +$14.7K +153 +6%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$272K +$272K +2,821 New
FIM
323
Fernwood Investment Management
Massachusetts
$270K – – –
AWM
324
Avitas Wealth Management
California
$263K -$4.05K -42 -2%
Baird Financial Group
325
Baird Financial Group
Wisconsin
$262K -$2.02K -21 -0.8%
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