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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 %
KFI
351
Key Financial Inc
Pennsylvania
$4K +$4K +50 New
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +42 New
TFO
353
Tarbox Family Office
California
$2K – – –
VCM
354
Versant Capital Management
Arizona
$2K – – –
LF
355
Lee Financial
Texas
$2K +$2K +20 New
VRS
356
Virginia Retirement Systems
Virginia
$1.49K +$41 +500 +3%
WT
357
Washington Trust
Rhode Island
$1K -$100 -1 -9%
GWS
358
Glassman Wealth Services
Virginia
$1K +$250 +3 +33%
SC
359
Schubert & Co
Texas
$1K +$1K +8 New
C
360
Covestor
United Kingdom
$1K +$1K +8 New
JWA
361
JFS Wealth Advisors
Pennsylvania
$1K +$1K +13 New
SC
362
SouthState Corp
Florida
$1K +$1K +14 New
SCA
363
Snowden Capital Advisors
New York
$1K +$1K +18 New
WIM
364
Westside Investment Management
California
$34 – – –
WHG
365
Westwood Holdings Group
Texas
– -$10.2M -138,183 Closed
OCAM
366
Onex Canada Asset Management
Ontario, Canada
– -$1.96M -43,725 Closed
TC
367
TwinBeech Capital
New York
– -$2.37M -32,106 Closed
PP
368
Paloma Partners
Connecticut
– -$1.54M -20,817 Closed
GCM
369
Ghisallo Capital Management
Massachusetts
– -$1.48M -20,000 Closed
PCM
370
Penserra Capital Management
California
– -$1.41M -19,080 Closed
BS
371
Banco Santander
Spain
– -$1.38M -18,712 Closed
DA
372
Duality Advisers
Florida
– -$1.26M -17,070 Closed
SEC
373
Seven Eight Capital
New York
– -$731K -9,900 Closed
JG
374
Jefferies Group
New York
– -$467K -6,325 Closed
ACI
375
AMP Capital Investors
Australia
– -$431K -5,833 Closed
12 13 14
15
16