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Ares Management
ARES

Overview Fund Activity

484 hedge funds and large institutions have $16.7B invested in Ares Management in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 184 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+43
Holders Change %
+9.75%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
81
Increased
184
Reduced
141
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$600M
2
Capital World Investors
Capital World Investors
California
$1.14B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$93.7M
4
Millennium Management
Millennium Management
New York
$270M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$151M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.8B
2
Capital International Investors
Capital International Investors
California
$573M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$0
4
HCM
HMI Capital Management
California
$220M
5
VVP
Vulcan Value Partners
Alabama
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
376
Curi RMB Capital
Illinois
$222K +$222K +2,161 New
P
377
&Partners
Tennessee
$221K – – –
TI
378
Tidal Investments
Wisconsin
$220K +$220K +2,141 New
BCV
379
Banque Cantonale Vaudoise
Switzerland
$216K +$216K +2,104 New
Bessemer Group
380
Bessemer Group
New Jersey
$215K -$22.3K -217 -9%
CIC
381
Crawford Investment Counsel
Georgia
$214K – – –
CM
382
Capula Management
Cayman Islands
$214K +$214K +2,080 New
SPA
383
Sherbrooke Park Advisers
New York
$213K +$213K +2,069 New
IWC
384
Integrated Wealth Concepts
Massachusetts
$209K -$33.4K -325 -14%
BPA
385
Beacon Pointe Advisors
California
$206K +$206K +2,005 New
WPP
386
Whalerock Point Partners
Rhode Island
$206K +$206K +2,000 New
IAS
387
Insigneo Advisory Services
Florida
$205K +$205K +1,996 New
CI Investments Inc
388
CI Investments Inc
Ontario, Canada
$194K +$1.75K +17 +0.9%
EWA
389
EverSource Wealth Advisors
Alabama
$190K – – –
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$171K +$8.83K +86 +5%
PA
391
Parallel Advisors
California
$159K -$6.17K -60 -4%
NIMI
392
Natixis Investment Managers International
France
$144K – – –
FHA
393
First Horizon Advisors
Tennessee
$140K +$6.17K +60 +5%
OAM
394
Ostrum Asset Management
France
$139K -$1.03K -10 -0.7%
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$139K +$134K +1,305 +2,777%
DGAM
396
Desjardins Global Asset Management
Quebec, Canada
$132K +$132K +1,284 New
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$127K +$7.61K +74 +6%
WPA
398
West Paces Advisors
Georgia
$123K – – –
UM
399
UniSuper Management
Australia
$113K – – –
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$106K -$4.12K -40 -4%
14 15
16
17 18