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Ares Management
ARES

Overview Fund Activity

484 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, 184 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+43
Holders Change %
+9.75%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
81
Increased
184
Reduced
141
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M
2
Capital World Investors
Capital World Investors
California
+$104M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$93.7M
4
Millennium Management
Millennium Management
New York
+$90.3M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$71.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$127M
2
Capital International Investors
Capital International Investors
California
-$104M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$90M
4
HCM
HMI Capital Management
California
-$76.2M
5
VVP
Vulcan Value Partners
Alabama
-$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
326
Advisors Asset Management
Colorado
$414K -$298K -2,892 -42%
BFA
327
Buttonwood Financial Advisors
Maryland
$410K – – –
BOH
328
Bank of Hawaii
Hawaii
$409K +$409K +3,980 New
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$408K – – –
AWA
330
Arete Wealth Advisors
Illinois
$401K +$401K +3,896 New
AWM
331
Axxcess Wealth Management
California
$400K +$400K +3,888 New
DAS
332
Dynamic Advisor Solutions
Arizona
$398K -$20.9K -203 -5%
KL
333
KWMG LLC
Kansas
$395K – – –
MYIA
334
Mount Yale Investment Advisors
Colorado
$392K +$392K +3,814 New
RB
335
Renasant Bank
Mississippi
$387K +$387K +3,761 New
VFA
336
Voya Financial Advisors
Connecticut
$385K -$6.19K -59 -2%
VI
337
Vestcor Inc
New Brunswick, Canada
$374K – – –
PCS
338
Personal CFO Solutions
New Jersey
$371K -$5.45K -53 -1%
SSW
339
Stone Summit Wealth
Florida
$370K – – –
CAM
340
Close Asset Management
United Kingdom
$370K -$9.25K -90 -2%
PFO
341
Pathstone Family Office
New Jersey
$369K +$369K +3,582 New
KeyBank National Association
342
KeyBank National Association
Ohio
$368K -$5.35K -52 -1%
BRWA
343
B. Riley Wealth Advisors
Florida
$364K +$114K +1,105 +45%
NGA
344
Naples Global Advisors
Florida
$350K -$63.8K -620 -15%
GT
345
Glenmede Trust
Pennsylvania
$316K +$316K +3,075 New
TPA
346
Trivium Point Advisory
Connecticut
$315K +$6.8K +68 +2%
JIC
347
Joel Isaacson & Co
New York
$312K – – –
USCWA
348
U.S. Capital Wealth Advisors
Texas
$309K – – –
PRS
349
Pinkerton Retirement Specialists
Idaho
$292K -$330K -3,210 -53%
FIM
350
Fernwood Investment Management
Massachusetts
$288K – – –
12 13
14
15 16