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Ares Management

405 hedge funds and large institutions have $9.92B invested in Ares Management in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+35
Holders Change %
+9.46%
% of All Funds
6.53%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
97
Increased
142
Reduced
112
Closed
56
Calls
$10.5M
Puts
$275M
Net Calls
-$265M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
376
Quadrant Capital Group
Ohio
$3.7K -$205 -3 -5%
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$3.22K +$3.22K +47 New
BHWM
378
Beaird Harris Wealth Management
Texas
$3.22K +$3.22K +47 New
KFI
379
Key Financial Inc
Pennsylvania
$3.1K
CAL
380
Capital Advisors Ltd
Ohio
$3K +$1.2K +16 +67%
JWA
381
JFS Wealth Advisors
Pennsylvania
$2.94K -$411 -6 -12%
CWP
382
Concord Wealth Partners
Virginia
$2.4K +$2.4K +35 New
BIA
383
Bell Investment Advisors
California
$2.26K
PPC
384
Park Place Capital
Alabama
$2K +$2K +22 New
Jones Financial Companies
385
Jones Financial Companies
Missouri
$2K +$2K +27 New
LF
386
Lee Financial
Texas
$1.92K +$137 +2 +8%
AWM
387
Accurate Wealth Management
Florida
$1.81K +$1.81K +25 New
NA
388
NewEdge Advisors
Louisiana
$1.71K +$1.71K +34 New
CA
389
CoreCap Advisors
Michigan
$1.44K +$1.44K +21 New
NC
390
NewSquare Capital
Pennsylvania
$1.23K +$1.23K +18 New
SC
391
Schubert & Co
Texas
$1.03K -$479 -7 -32%
PTC
392
Private Trust Company
Ohio
$1K
RA
393
Rise Advisors
New York
$916
FFA
394
Farther Finance Advisors
California
$890 +$890 +13 New
WT
395
Washington Trust
Rhode Island
$684
SIC
396
SJS Investment Consulting
Ohio
$684 +$342 +5 +100%
AWM
397
Atticus Wealth Management
Florida
$548 -$7.26K -106 -93%
DI
398
Disciplined Investments
Oklahoma
$548 -$69 -1 -11%
BAAM
399
Baker Avenue Asset Management
California
$411 +$411 +6 New
BWM
400
BerganKDV Wealth Management
Minnesota
$411 +$411 +6 New