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Ares Management

488 hedge funds and large institutions have $16.7B invested in Ares Management in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 31

31% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 142

15% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $22M

10% more funds holding

Funds holding: 445488 (+43)

8% more capital invested

Capital invested by funds: $15.5B → $16.7B (+$1.27B)

0.03% more ownership

Funds ownership: 86.1%86.13% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
488
Holders Change
+43
Holders Change %
+9.66%
% of All Funds
7.74%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
81
Increased
186
Reduced
142
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
326
CoreFirst Bank & Trust
Kansas
$421K
SW
327
SVB Wealth
Massachusetts
$417K -$26.2K -259 -6%
AAM
328
Advisors Asset Management
Colorado
$414K -$292K -2,892 -42%
BFA
329
Buttonwood Financial Advisors
Maryland
$410K
BOH
330
Bank of Hawaii
Hawaii
$409K +$402K +3,980 New
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$408K
AWA
332
Arete Wealth Advisors
Illinois
$401K +$394K +3,896 New
AWM
333
Axxcess Wealth Management
California
$400K +$393K +3,888 New
DAS
334
Dynamic Advisor Solutions
Arizona
$398K -$20.5K -203 -5%
KL
335
KWMG LLC
Kansas
$395K
MYIA
336
Mount Yale Investment Advisors
Colorado
$392K +$386K +3,814 New
RB
337
Renasant Bank
Mississippi
$387K +$380K +3,761 New
VFA
338
Voya Financial Advisors
Connecticut
$385K -$5.97K -59 -2%
VI
339
Vestcor Inc
New Brunswick, Canada
$374K
PCS
340
Personal CFO Solutions
New Jersey
$371K -$5.36K -53 -1%
SSW
341
Stone Summit Wealth
Florida
$370K
CAM
342
Close Asset Management
United Kingdom
$370K -$9.1K -90 -2%
PFO
343
Pathstone Family Office
New Jersey
$369K +$362K +3,582 New
KeyBank National Association
344
KeyBank National Association
Ohio
$368K -$5.26K -52 -1%
BRWA
345
B. Riley Wealth Advisors
Florida
$364K +$112K +1,105 +45%
NGA
346
Naples Global Advisors
Florida
$350K -$62.7K -620 -15%
GT
347
Glenmede Trust
Pennsylvania
$316K +$311K +3,075 New
TPA
348
Trivium Point Advisory
Connecticut
$315K +$6.88K +68 +2%
JIC
349
Joel Isaacson & Co
New York
$312K
USCWA
350
U.S. Capital Wealth Advisors
Texas
$309K