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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 %
GIM
351
Greenwich Investment Management
Connecticut
$661K +$661K +4,960 New
LFM
352
LGT Fund Management
Liechtenstein
$653K +$653K +4,900 New
PPC
353
Park Place Capital
Alabama
$642K -$6.13K -46 -0.9%
BCM
354
BluePath Capital Management
Georgia
$636K +$204K +1,528 +47%
FRA
355
Frank Rimerman Advisors
California
$627K +$627K +4,703 New
PRC
356
Pearl River Capital
Michigan
$625K +$277K +2,082 +80%
SPA
357
Sherbrooke Park Advisers
New York
$624K -$90.2K -677 -13%
FFA
358
Farther Finance Advisors
California
$622K -$22.9K -168 -4%
FB
359
Fulton Bank
Pennsylvania
$618K -$172K -1,291 -22%
FCM
360
FJ Capital Management
Virginia
$618K +$618K +4,636 New
RB
361
Renasant Bank
Mississippi
$617K +$38.3K +287 +7%
EGA
362
Eagle Global Advisors
Texas
$600K -$200K -1,500 -25%
NIMI
363
Natixis Investment Managers International
France
$596K +$73.3K +550 +14%
PFG
364
PAX Financial Group
Texas
$591K -$87.2K -654 -13%
BIAS
365
Beacon Investment Advisory Services
New Jersey
$583K – – –
SWM
366
Spire Wealth Management
Virginia
$581K +$264K +1,981 +83%
Capstone Investment Advisors
367
Capstone Investment Advisors
New York
$580K -$9.57M -71,841 -94%
EFG
368
Everhart Financial Group
Ohio
$578K +$100K +751 +21%
PCS
369
Personal CFO Solutions
New Jersey
$577K +$93.3K +700 +19%
P
370
&Partners
Tennessee
$567K +$280K +2,100 +98%
CL
371
Choreo LLC
Illinois
$566K +$566K +4,167 New
CAM
372
Close Asset Management
United Kingdom
$564K – – –
Prudential Financial
373
Prudential Financial
New Jersey
$563K -$1.35M -10,098 -70%
RJT
374
Raymond James Trust
Florida
$562K -$30.1K -226 -5%
DM
375
Deerfield Management
New York
$556K +$249K +1,871 +81%
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