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Ares Management
ARES

Overview Fund Activity

542 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 198 increasing their positions, 169 reducing their positions, and 43 closing their positions.

Holders
542
Holders Change
+58
Holders Change %
+11.98%
% of All Funds
7.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
106
Increased
198
Reduced
169
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$400M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$212M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$15.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.89B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$225M
4
SBH
4
Segall Bryant & Hamill
Illinois
$29.2M
5
VVP
5
Vulcan Value Partners
Alabama
$184M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
301
Cambridge Investment Research Advisors
Iowa
$758K 6,374 -497 -7%
BAM
302
Belpointe Asset Management
Nevada
$751K 6,319 +229 +4%
RG
303
Rathbones Group
United Kingdom
$749K 6,300 -915 -13%
DCM
304
Dudley Capital Management
Virginia
$737K 6,200 – –
EGA
305
Eagle Global Advisors
Texas
$714K 6,000 – –
TW
306
TritonPoint Wealth
Maryland
$706K 5,934 +5,934 New
CIA
307
Concurrent Investment Advisors
Florida
$695K 5,843 +5,843 New
SB
308
Strategic Blueprint
Georgia
$688K 5,786 -1,235 -18%
ACM
309
Aquatic Capital Management
Illinois
$678K 5,700 +300 +6%
Allspring Global Investments
310
Allspring Global Investments
North Carolina
$678K 5,698 -2,061 -27%
Pathstone Holdings
311
Pathstone Holdings
New Jersey
$666K 5,603 +5,603 New
Parnassus Investments
312
Parnassus Investments
California
$652K 5,482 +378 +7%
PS
313
Principal Securities
Iowa
$635K 5,342 +5,342 New
PAM
314
Panagora Asset Management
Massachusetts
$633K 5,327 – –
IMCOOI
315
Investment Management Corp of Ontario (IMCO)
Canada
$633K 5,323 +5,323 New
BTWM
316
Baker Tilly Wealth Management
Wisconsin
$631K 5,302 -462 -8%
VanEck Associates
317
VanEck Associates
New York
$626K 5,262 +1,015 +24%
HI
318
Handelsinvest Investeringsforvaltning
Denmark
$623K 5,242 +5,242 New
CPIG
319
Chicago Partners Investment Group
Illinois
$618K 5,260 +296 +6%
PFS
320
Prospera Financial Services
Texas
$609K 5,121 +184 +4%
MCM
321
Maltese Capital Management
New York
$595K 5,000 +5,000 New
AC
322
AXQ Capital
New Jersey
$595K 5,000 +5,000 New
ACH
323
ArrowMark Colorado Holdings
Colorado
$594K 4,998 – –
RJT
324
Raymond James Trust
Florida
$590K 4,962 +350 +8%
Prudential Financial
325
Prudential Financial
New Jersey
$572K 4,812 +57 +1%
11 12
13
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