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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
$600M
2
Capital World Investors
Capital World Investors
California
$1.14B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$93.7M
4
Millennium Management
Millennium Management
New York
$270M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$151M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.8B
2
Capital International Investors
Capital International Investors
California
$573M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$0
4
HCM
HMI Capital Management
California
$220M
5
VVP
Vulcan Value Partners
Alabama
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
351
American International Group
New York
$287K -$20K -194 -7%
EFG
352
Everhart Financial Group
Ohio
$286K +$24K +233 +9%
Baird Financial Group
353
Baird Financial Group
Wisconsin
$281K +$514 +5 +0.2%
CF
354
Centaurus Financial
California
$277K +$277K +2,690 New
NG
355
Norden Group
Utah
$273K +$273K +2,651 New
LAS
356
Lloyd Advisory Services
Georgia
$273K +$273K +2,651 New
AWM
357
Avitas Wealth Management
California
$272K -$8.74K -85 -3%
FC
358
Fulcrum Capital
Washington
$270K – – –
AWM
359
AE Wealth Management
Kansas
$269K +$5.45K +53 +2%
CFG
360
Citizens Financial Group
Rhode Island
$268K +$268K +2,602 New
MGP
361
Metis Global Partners
California
$266K +$33.7K +328 +15%
PCM
362
Prelude Capital Management
New York
$265K +$265K +2,579 New
WS
363
Wedbush Securities
California
$264K -$30.8K -300 -10%
AAS
364
Avantax Advisory Services
Texas
$263K +$17.1K +166 +7%
TPCW
365
TD Private Client Wealth
New York
$261K -$33.2K -323 -11%
RW
366
RVW Wealth
California
$257K – – –
DC
367
Diametric Capital
Massachusetts
$256K +$256K +2,484 New
SIA
368
Schechter Investment Advisors
Michigan
$254K +$19.3K +188 +8%
IA
369
IFP Advisors
Florida
$253K +$309 +3 +0.1%
HCA
370
Harbor Capital Advisors
Illinois
$244K – – –
FMAEN1
371
Fund Management at Engine No 1
California
$243K +$27.7K +269 +13%
MC
372
Machina Capital
France
$236K +$236K +2,296 New
FFA
373
Farther Finance Advisors
California
$234K +$232K +2,259 +17,377%
SFA
374
Sequoia Financial Advisors
Ohio
$231K +$231K +2,246 New
MG
375
Mather Group
Illinois
$225K +$4.12K +40 +2%
13 14
15
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