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Ares Management

604 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 202 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $19.1B → $21.5B (+$2.4B)

10% more funds holding

Funds holding: 548604 (+56)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 211

1.35% less ownership

Funds ownership: 86.55%85.2% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

69% less call options, than puts

Call options by funds: $98M | Put options by funds: $316M

Holders
604
Holders Change
+56
Holders Change %
+10.22%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
113
Increased
202
Reduced
211
Closed
49
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
301
INTECH Investment Management
Florida
$1.18M -$2.84M -22,232 -71%
AWM
302
Affinity Wealth Management
Delaware
$1.17M +$3.45K +27 +0.3%
Commonwealth Equity Services
303
Commonwealth Equity Services
Massachusetts
$1.15M -$7.03K -55 -0.6%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$1.13M +$181K +1,417 +20%
EA
305
Ellsworth Advisors
Ohio
$1.13M +$29.6K +232 +3%
GFL
306
Granite FO LLC
New Hampshire
$1.12M
CCIA
307
Campbell & Co Investment Adviser
Maryland
$1.11M +$763K +5,977 +253%
BL
308
BFSG LLC
California
$1.09M -$101K -790 -9%
SPIA
309
Steward Partners Investment Advisory
New York
$1.08M +$38.2K +299 +4%
KAS
310
Kestra Advisory Services
Texas
$1.07M -$91.2K -714 -8%
CC
311
Centiva Capital
New York
$1.05M +$629K +4,927 +165%
Mariner
312
Mariner
Kansas
$1.05M -$402K -3,144 -29%
Walleye Trading
313
Walleye Trading
New York
$1M +$961K +7,525 New
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$996K -$31.6K -247 -3%
PWG
315
Portside Wealth Group
Utah
$980K -$227K -1,780 -19%
VF
316
Virtu Financial
New York
$974K +$936K +7,326 New
BNP Paribas Asset Management
317
BNP Paribas Asset Management
France
$968K +$930K +7,282 New
LCM
318
Laurion Capital Management
New York
$967K +$929K +7,272 New
QWP
319
Quotient Wealth Partners
Texas
$944K -$261K -2,044 -22%
Teacher Retirement System of Texas
320
Teacher Retirement System of Texas
Texas
$940K -$54.7K -428 -6%
CG
321
Cynosure Group
Utah
$940K +$902K +7,065 New
RG
322
Rathbones Group
United Kingdom
$938K +$95.8K +750 +12%
CWM
323
CIBC World Markets
New York
$909K +$293K +2,291 +50%
A
324
AlphaQuest
New York
$891K +$856K +6,700 New
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$869K -$703K -5,502 -46%