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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
PRS
351
Pinkerton Retirement Specialists
Idaho
$292K -$325K -3,210 -53%
FIM
352
Fernwood Investment Management
Massachusetts
$288K
AIG
353
American International Group
New York
$287K -$19.6K -194 -7%
EFG
354
Everhart Financial Group
Ohio
$286K +$23.6K +233 +9%
Baird Financial Group
355
Baird Financial Group
Wisconsin
$281K +$506 +5 +0.2%
CF
356
Centaurus Financial
California
$277K +$272K +2,690 New
LAS
357
Lloyd Advisory Services
Georgia
$273K +$268K +2,651 New
NG
358
Norden Group
Utah
$273K +$268K +2,651 New
AWM
359
Avitas Wealth Management
California
$272K -$8.6K -85 -3%
FC
360
Fulcrum Capital
Washington
$270K
AWM
361
AE Wealth Management
Kansas
$269K +$5.36K +53 +2%
CFG
362
Citizens Financial Group
Rhode Island
$268K +$263K +2,602 New
MGP
363
Metis Global Partners
California
$266K +$33.2K +328 +15%
PCM
364
Prelude Capital Management
New York
$265K +$261K +2,579 New
WS
365
Wedbush Securities
California
$264K -$30.3K -300 -10%
AAS
366
Avantax Advisory Services
Texas
$263K +$16.8K +166 +7%
TPCW
367
TD Private Client Wealth
New York
$261K -$32.7K -323 -11%
RW
368
RVW Wealth
California
$257K
DC
369
Diametric Capital
Massachusetts
$256K +$251K +2,484 New
SIA
370
Schechter Investment Advisors
Michigan
$254K +$19K +188 +8%
IA
371
IFP Advisors
Florida
$253K +$303 +3 +0.1%
HCA
372
Harbor Capital Advisors
Illinois
$244K
FMAEN1
373
Fund Management at Engine No 1
California
$243K +$27.2K +269 +13%
MC
374
Machina Capital
France
$236K +$232K +2,296 New
FFA
375
Farther Finance Advisors
California
$234K +$228K +2,259 +17,377%