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Ares Management
ARES

Overview Fund Activity

651 hedge funds and large institutions have $27.4B invested in Ares Management in 2024 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 265 increasing their positions, 182 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+42
Holders Change %
+6.9%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
114
Increased
265
Reduced
182
Closed
67
Calls
$50.6M
Puts
$55.4M
Net Calls
-$4.82M
Net Calls Change
-$13.2M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$517M
2
ClearBridge Investments
ClearBridge Investments
New York
+$153M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
Artisan Partners
Artisan Partners
Wisconsin
+$122M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$247M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$235M
3
HCM
HMI Capital Management
California
-$86.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$85M
5
VVP
Vulcan Value Partners
Alabama
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFM
351
LGT Fund Management
Liechtenstein
$774K – – –
CL
352
Choreo LLC
Illinois
$771K +$120K +768 +18%
ICA
353
Infrastructure Capital Advisors
New York
$770K -$9.2K -59 -1%
SWM
354
Spire Wealth Management
Virginia
$752K +$73.6K +472 +11%
BMSSC
355
B. Metzler seel. Sohn & Co
Germany
$745K -$2.93M -18,801 -80%
Allspring Global Investments
356
Allspring Global Investments
North Carolina
$741K -$78.9K -506 -10%
FRA
357
Frank Rimerman Advisors
California
$734K +$1.09K +7 +0.1%
Prudential Financial
358
Prudential Financial
New Jersey
$727K +$68.3K +438 +10%
FB
359
Fulton Bank
Pennsylvania
$727K +$3.58K +23 +0.5%
MA
360
Mutual Advisors
Nebraska
$724K +$218K +1,276 +43%
BAM
361
Belpointe Asset Management
Nevada
$709K -$144K -926 -17%
EGA
362
Eagle Global Advisors
Texas
$701K – – –
NIMI
363
Natixis Investment Managers International
France
$697K – – –
TI
364
TrueMark Investments
Illinois
$696K -$490K -3,142 -41%
CIM
365
Caldwell Investment Management
Ontario, Canada
$690K -$298K -1,900 -30%
BIAS
366
Beacon Investment Advisory Services
New Jersey
$682K – – –
PCS
367
Personal CFO Solutions
New Jersey
$678K +$3.27K +21 +0.5%
OAM
368
Oppenheimer Asset Management
New York
$672K +$342K +2,192 +103%
PAG
369
Private Advisor Group
New Jersey
$667K +$16.8K +108 +3%
KeyBank National Association
370
KeyBank National Association
Ohio
$660K +$73.1K +469 +12%
CAM
371
Close Asset Management
United Kingdom
$659K – – –
UM
372
UniSuper Management
Australia
$655K -$164K -1,053 -20%
UH
373
Unigestion Holding
Switzerland
$641K +$641K +4,113 New
CBT
374
CoreFirst Bank & Trust
Kansas
$637K – – –
BCG
375
BayBridge Capital Group
California
$624K -$17.9K -115 -3%
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