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Ares Management
ARES

Overview Fund Activity

433 hedge funds and large institutions have $13.2B invested in Ares Management in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 137 reducing their positions, and 43 closing their positions.

Holders
433
Holders Change
+28
Holders Change %
+6.91%
% of All Funds
6.93%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
75
Increased
159
Reduced
137
Closed
43
Calls
$23.2M
Puts
$337M
Net Calls
-$314M
Net Calls Change
-$48.8M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$268M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$156M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$244M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$125M
5
BlackRock
5
BlackRock
New York
$886M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.47B
2
QP
2
Quilter Plc
United Kingdom
$916M
3
Ameriprise
3
Ameriprise
Minnesota
$63.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$105M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$81.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
376
Harbour Investments
Wisconsin
$29.5K 354 +240 +211%
TRCT
377
Tower Research Capital (TRC)
New York
$29K 348 -2,658 -88%
SWM
378
Spire Wealth Management
Virginia
$28.7K 344 – –
PPC
379
Park Place Capital
Alabama
$28K 336 +314 +1,427%
PI
380
PEAK6 Investments
Illinois
$24.1K 289 +289 New
BAM
381
Byrne Asset Management
New Jersey
$23K 275 -25 -8%
CP
382
Castleview Partners
Texas
$21.9K 262 +262 New
CT
383
Cambridge Trust
Massachusetts
$20.9K 250 – –
S
384
SignatureFD
Georgia
$19.5K 234 +43 +23%
C
385
Covestor
United Kingdom
$19K 224 -549 -71%
RTC
386
Riverview Trust Company
Washington
$18.2K 218 – –
WT
387
Whittier Trust
California
$17.9K 214 – –
FFA
388
Fairfield Financial Advisors
Massachusetts
$16.3K 201 +2 +1%
QC
389
Quent Capital
New York
$16.3K 195 – –
CFO
390
CVA Family Office
Colorado
$16.3K 195 – –
LC
391
Lindbrook Capital
California
$14.3K 171 +68 +66%
KFP
392
KB Financial Partners
New Jersey
$14K 167 +167 New
WOC
393
West Oak Capital
California
$12.5K 150 +150 New
QT
394
Quantbot Technologies
New York
$12.4K 149 -55,709 -100%
SIS
395
Sound Income Strategies
Florida
$9.76K 117 +117 New
GFPC
396
Global Financial Private Client
Florida
$9.46K 115 – –
AF
397
Allworth Financial
California
$8.27K 99 +23 +30%
CHA
398
Carmichael Hill & Associates
Maryland
$7.34K 88 +88 New
AA
399
Ancora Advisors
Ohio
$7.01K 84 +84 New
BTI
400
Blue Trust Inc
Georgia
$7K 107 +107 New
14 15
16
17 18