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Ares Management
ARES

Overview Fund Activity

366 hedge funds and large institutions have $10.8B invested in Ares Management in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+70
Holders Change %
+23.65%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
88
Increased
120
Reduced
100
Closed
16
Calls
$4.59M
Puts
$1.43M
Net Calls
+$3.16M
Net Calls Change
+$3.79M

Top Buyers

1
CWP
1
Curated Wealth Partners
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$119M
3
Citadel Advisors
3
Citadel Advisors
Florida
$42.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$84.5M
5
Bank of America
5
Bank of America
North Carolina
$154M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.25B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B
3
HCM
3
HMI Capital Management
California
$411M
4
Millennium Management
4
Millennium Management
New York
$5.65M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Advisornet Financial
Minnesota
$42K +$42K +511 New
EW
327
Evoke Wealth
California
$38K – – –
WOC
328
West Oak Capital
California
$37K – – –
BAM
329
Byrne Asset Management
New Jersey
$33K +$33K +400 New
KFP
330
KB Financial Partners
New Jersey
$31K +$31K +383 New
LWCFA
331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$25K +307 New
AWM
332
Atticus Wealth Management
Florida
$22K -$87.9K -1,063 -80%
CT
333
Cambridge Trust
Massachusetts
$20K +$20K +250 New
QC
334
Quent Capital
New York
$16K +$16K +195 New
DI
335
Disciplined Investments
Oklahoma
$16K +$16K +200 New
CFRPA
336
Castle Financial & Retirement Planning Associates
New Jersey
$12K +$12K +156 New
EBA
337
Eagle Bay Advisors
New York
$11K -$4.38K -55 -28%
CFA
338
Carroll Financial Associates
North Carolina
$10K +$6.06K +80 +154%
GFPC
339
Global Financial Private Client
Florida
$9.35K +$9.35K +115 New
HPC
340
HM Payson & Co
Maine
$9K -$2.89K -34 -24%
BIA
341
Bell Investment Advisors
California
$9K +$5.21K +66 +138%
GWM
342
Geneos Wealth Management
Colorado
$8K – – –
LPWM
343
Lake Point Wealth Management
Texas
$8K – – –
AS
344
Altshuler Shaham
Israel
$8K +$8K +92 New
CFO
345
CVA Family Office
Colorado
$8K +$8K +100 New
ANBT
346
American National Bank & Trust
Texas
$7K – – –
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +89 New
Simplex Trading
348
Simplex Trading
Illinois
$7K +$7K +91 New
DFCM
349
Dark Forest Capital Management
Puerto Rico
$5K +$5K +64 New
AIP
350
Ameritas Investment Partners
Nebraska
$4K – – –
12 13
14
15 16