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Ares Management
ARES

Overview Fund Activity

542 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 198 increasing their positions, 169 reducing their positions, and 43 closing their positions.

Holders
542
Holders Change
+58
Holders Change %
+11.98%
% of All Funds
7.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
106
Increased
198
Reduced
169
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$400M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$212M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$15.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.89B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$225M
4
SBH
4
Segall Bryant & Hamill
Illinois
$29.2M
5
VVP
5
Vulcan Value Partners
Alabama
$184M
Name Market Value Shares Shares
Change 		Shares
Change %
PCS
351
Personal CFO Solutions
New Jersey
$430K 3,618 +9 +0.2%
VI
352
Vestcor Inc
New Brunswick, Canada
$429K 3,604 -32 -0.9%
WS
353
Wedbush Securities
California
$429K 3,605 +1,034 +40%
SSW
354
Stone Summit Wealth
Florida
$428K 3,600 – –
CFG
355
Citizens Financial Group
Rhode Island
$427K 3,592 +990 +38%
KeyBank National Association
356
KeyBank National Association
Ohio
$420K 3,528 -48 -1%
AWA
357
Arete Wealth Advisors
Illinois
$416K 3,501 -395 -10%
MYIA
358
Mount Yale Investment Advisors
Colorado
$408K 3,429 -385 -10%
NGA
359
Naples Global Advisors
Florida
$405K 3,405 – –
LCM
360
Landscape Capital Management
New Jersey
$381K 3,204 +3,204 New
CTC
361
Cetera Trust Company
Minnesota
$379K 3,190 +3,190 New
AWM
362
AE Wealth Management
Kansas
$373K 3,079 +466 +18%
EFG
363
Everhart Financial Group
Ohio
$371K 3,119 +338 +12%
GT
364
Glenmede Trust
Pennsylvania
$369K 3,099 +24 +0.8%
AAM
365
Advisors Asset Management
Colorado
$367K 3,087 -938 -23%
AIMCA
366
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$357K 3,000 -63,890 -96%
CC
367
Centiva Capital
New York
$355K 2,988 +2,988 New
TPA
368
Trivium Point Advisory
Connecticut
$351K 2,953 -195 -6%
UFF
369
USA Financial Formulas
Michigan
$349K 2,937 +2,937 New
LWL
370
Leo Wealth LLC
Texas
$349K 2,935 +2,935 New
ALAM
371
Asahi Life Asset Management
Japan
$347K 2,920 +2,920 New
Baird Financial Group
372
Baird Financial Group
Wisconsin
$337K 2,831 +104 +4%
Bessemer Group
373
Bessemer Group
New Jersey
$334K 2,809 +720 +34%
NYLIM
374
New York Life Investment Management
New York
$334K 2,808 +2,808 New
FIM
375
Fernwood Investment Management
Massachusetts
$333K 2,800 – –
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15
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