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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 %
DS
326
DRW Securities
Illinois
$828K +$828K +6,216 New
DCM
327
Dudley Capital Management
Virginia
$826K – – –
Balyasny Asset Management
328
Balyasny Asset Management
Illinois
$811K -$811K -6,086 -50%
FFO
329
Fiduciary Family Office
Florida
$810K +$810K +6,078 New
OFG
330
OmniStar Financial Group
North Carolina
$790K +$58K +435 +8%
GT
331
Glenmede Trust
Pennsylvania
$779K -$12.5K -94 -2%
CIA
332
Concurrent Investment Advisors
Florida
$773K +$93.8K +704 +14%
CFG
333
Citizens Financial Group
Rhode Island
$766K +$1.47K +11 +0.2%
BAM
334
Belpointe Asset Management
Nevada
$729K -$16.4K -123 -2%
Axa
335
Axa
France
$725K +$725K +5,442 New
AI
336
Atria Investments
North Carolina
$720K +$720K +5,405 New
Connor, Clark & Lunn Investment Management (CC&L)
337
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$712K +$712K +5,342 New
Allspring Global Investments
338
Allspring Global Investments
North Carolina
$701K -$12.1K -91 -2%
UM
339
UniSuper Management
Australia
$700K +$380K +2,853 +119%
RL
340
Retireful LLC
Michigan
$696K +$696K +5,221 New
BFA
341
Brown Financial Advisors
Ohio
$691K +$691K +5,186 New
NWMG
342
National Wealth Management Group
Ohio
$686K +$686K +5,150 New
TW
343
TritonPoint Wealth
Maryland
$677K -$38.3K -287 -5%
FCBT
344
First Citizens Bank & Trust
North Carolina
$677K +$435K +3,265 +180%
PFS
345
Prospera Financial Services
Texas
$674K -$10.5K -79 -2%
Pathstone Holdings
346
Pathstone Holdings
New Jersey
$674K +$79.2K +594 +13%
PS
347
Principal Securities
Iowa
$672K +$17.3K +130 +3%
SB
348
Strategic Blueprint
Georgia
$672K -$99.8K -749 -13%
ICA
349
Infrastructure Capital Advisors
New York
$666K +$666K +5,000 New
ACH
350
ArrowMark Colorado Holdings
Colorado
$666K – – –
12 13
14
15 16