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Ares Management
ARES

Overview Fund Activity

441 hedge funds and large institutions have $15.4B invested in Ares Management in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 158 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+8
Holders Change %
+1.85%
% of All Funds
6.95%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
59
Increased
152
Reduced
158
Closed
49
Calls
$17.6M
Puts
$5.89M
Net Calls
+$11.7M
Net Calls Change
+$325M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$441M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.81B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$358M
4
BlackRock
BlackRock
New York
$1.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B

Top Sellers

1
QP
Quilter Plc
United Kingdom
$731M
2
HCM
HMI Capital Management
California
$277M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.59M
4
Ameriprise
Ameriprise
Minnesota
$41.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
376
BOK Financial
Oklahoma
$38.8K -$13.9K -144 -26%
PFBT
377
Parkside Financial Bank & Trust
Missouri
$35.2K +$482 +5 +1%
HI
378
Harbour Investments
Wisconsin
$33.7K -$385 -4 -1%
AF
379
Advisornet Financial
Minnesota
$33.5K -$2.12K -22 -6%
PPC
380
Park Place Capital
Alabama
$32.4K – – –
BFEC
381
Benjamin F. Edwards & Company
Missouri
$32K -$28.8K -302 -47%
WT
382
Whittier Trust
California
$31K +$10.4K +108 +50%
SVCP
383
Silicon Valley Capital Partners
California
$27.8K +$27.8K +288 New
WTC
384
WhitTier Trust Company
Nevada
$26.2K +$22.6K +235 +635%
BAM
385
Byrne Asset Management
New Jersey
$26K -$23K -275 Closed
AP
386
Arlington Partners
Alabama
$25.8K +$22.3K +231 +624%
CT
387
Cambridge Trust
Massachusetts
$24.1K – – –
IAIM
388
Industrial Alliance Investment Management
Quebec, Canada
$24K +$24K +250 New
RTC
389
Riverview Trust Company
Washington
$21K – – –
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$20.5K +$17.2K +178 +509%
C
391
Covestor
United Kingdom
$20K -$1.13K -12 -5%
FFA
392
Fairfield Financial Advisors
Massachusetts
$19.5K +$193 +2 +1%
CP
393
Castleview Partners
Texas
$18.8K -$6.46K -67 -26%
CFO
394
CVA Family Office
Colorado
$18.8K – – –
QC
395
Quent Capital
New York
$18.8K – – –
QL
396
Quarry LP
New York
$17.8K +$17.8K +185 New
KFP
397
KB Financial Partners
New Jersey
$16K -$194 -2 -1%
LC
398
Lindbrook Capital
California
$15.6K -$867 -9 -5%
WOC
399
West Oak Capital
California
$14.5K – – –
WTG
400
West Tower Group
Virginia
$13.7K +$13.7K +142 New
14 15
16
17 18