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Ares Management
ARES

Overview Fund Activity

609 hedge funds and large institutions have $23.3B invested in Ares Management in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 252 increasing their positions, 187 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+10
Holders Change %
+1.67%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
87
Increased
252
Reduced
187
Closed
69
Calls
$31.8M
Puts
$23.4M
Net Calls
+$8.4M
Net Calls Change
+$227M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.01B
2
LI
2
LRI Investments
Florida
$376M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$674M
4
LPC
4
Lone Pine Capital
Connecticut
$210M
5
Millennium Management
5
Millennium Management
New York
$232M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$231M
2
Boston Partners
2
Boston Partners
Massachusetts
$151M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$831M
4
HCM
4
HMI Capital Management
California
$116M
5
Capital World Investors
5
Capital World Investors
California
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
301
Cynosure Group
Utah
$1.11M +$170K +1,275 +18%
TCM
302
Teza Capital Management
Illinois
$1.09M +$1.09M +8,164 New
Mariner
303
Mariner
Kansas
$1.08M +$35.2K +264 +3%
BL
304
BFSG LLC
California
$1.08M -$14.7K -110 -1%
KAS
305
Kestra Advisory Services
Texas
$1.05M -$23.2K -174 -2%
RA
306
RFG Advisory
Alabama
$1.04M -$913K -6,848 -47%
GFL
307
Granite FO LLC
New Hampshire
$1.03M – – –
TI
308
TrueMark Investments
Illinois
$1.01M +$1.01M +7,609 New
PWG
309
Portside Wealth Group
Utah
$990K +$7.6K +57 +0.8%
RG
310
Rathbones Group
United Kingdom
$979K +$39.6K +297 +4%
CPIG
311
Chicago Partners Investment Group
Illinois
$943K +$58.2K +389 +7%
ET
312
Entropy Technologies
New York
$928K +$928K +6,965 New
SA
313
Sanctuary Advisors
Indiana
$923K +$923K +6,905 New
VanEck Associates
314
VanEck Associates
New York
$917K +$153K +1,150 +20%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$908K +$37.3K +280 +4%
SAM
316
Secure Asset Management
Michigan
$877K +$877K +6,582 New
Parnassus Investments
317
Parnassus Investments
California
$873K +$14.8K +111 +2%
HH
318
Hilltop Holdings
Texas
$871K +$157K +1,175 +22%
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$856K +$222K +1,662 +35%
CIBC World Market
320
CIBC World Market
Ontario, Canada
$850K +$7.33K +55 +0.9%
BEI
321
Benjamin Edwards Inc
Missouri
$848K +$54.3K +407 +7%
CIM
322
Caldwell Investment Management
Ontario, Canada
$838K – – –
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$836K -$10.5K -79 -1%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$835K +$486K +3,644 +139%
Walleye Capital
325
Walleye Capital
New York
$831K -$913K -6,847 -52%
11 12
13
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