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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
$441M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.81B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$358M
4
BlackRock
BlackRock
New York
$1.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B

Top Sellers

1
QP
Quilter Plc
United Kingdom
$731M
2
HCM
HMI Capital Management
California
$277M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.59M
4
Ameriprise
Ameriprise
Minnesota
$41.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
326
Leo Brokerage
Texas
$259K +$22.4K +232 +9%
FC
327
Fulcrum Capital
Washington
$253K +$6.55K +68 +3%
AWM
328
AE Wealth Management
Kansas
$247K -$910K -9,448 -79%
EFG
329
Everhart Financial Group
Ohio
$246K +$246K +2,548 New
RW
330
RVW Wealth
California
$241K – – –
IA
331
IFP Advisors
Florida
$237K +$26.5K +275 +13%
SG Americas Securities
332
SG Americas Securities
New York
$236K +$236K +2,450 New
SGI
333
Summit Global Investments
Utah
$235K +$235K +2,434 New
BRWA
334
B. Riley Wealth Advisors
Florida
$234K -$51.3K -532 -18%
AAS
335
Avantax Advisory Services
Texas
$230K -$77.3K -802 -25%
HCA
336
Harbor Capital Advisors
Illinois
$228K – – –
IWC
337
Integrated Wealth Concepts
Massachusetts
$227K +$227K +2,356 New
IAN
338
Integrated Advisors Network
Texas
$225K -$13.3K -138 -6%
Bessemer Group
339
Bessemer Group
New Jersey
$222K +$174K +1,807 +362%
DI
340
DFPG Investments
Utah
$222K +$222K +2,171 New
CPA
341
Cowen Prime Advisors
New York
$222K – – –
SIA
342
Schechter Investment Advisors
Michigan
$219K +$219K +2,278 New
MGP
343
Metis Global Partners
California
$218K -$17.5K -182 -7%
P
344
&Partners
Tennessee
$207K +$207K +2,150 New
MG
345
Mather Group
Illinois
$207K +$207K +2,144 New
FMAEN1
346
Fund Management at Engine No 1
California
$201K +$201K +2,091 New
CIC
347
Crawford Investment Counsel
Georgia
$200K +$200K +2,080 New
CI Investments Inc
348
CI Investments Inc
Ontario, Canada
$180K -$8.76K -91 -5%
EWA
349
EverSource Wealth Advisors
Alabama
$178K -$1.83K -19 -1%
KTC
350
Kistler-Tiffany Companies
Pennsylvania
$167K +$167K +1,730 New
12 13
14
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