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Ares Management

488 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, 186 increasing their positions, 142 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 31

31% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 142

15% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $22M

10% more funds holding

Funds holding: 445488 (+43)

8% more capital invested

Capital invested by funds: $15.5B → $16.7B (+$1.27B)

0.03% more ownership

Funds ownership: 86.1%86.13% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
488
Holders Change
+43
Holders Change %
+9.66%
% of All Funds
7.74%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
81
Increased
186
Reduced
142
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
376
Sequoia Financial Advisors
Ohio
$231K +$227K +2,246 New
MG
377
Mather Group
Illinois
$225K +$4.04K +40 +2%
CRC
378
Curi RMB Capital
Illinois
$222K +$219K +2,161 New
P
379
&Partners
Tennessee
$221K
TI
380
Tidal Investments
Wisconsin
$220K +$217K +2,141 New
BCV
381
Banque Cantonale Vaudoise
Switzerland
$216K +$213K +2,104 New
Bessemer Group
382
Bessemer Group
New Jersey
$215K -$21.9K -217 -9%
CIC
383
Crawford Investment Counsel
Georgia
$214K
CM
384
Capula Management
Cayman Islands
$214K +$210K +2,080 New
SPA
385
Sherbrooke Park Advisers
New York
$213K +$209K +2,069 New
IWC
386
Integrated Wealth Concepts
Massachusetts
$209K -$32.9K -325 -14%
BPA
387
Beacon Pointe Advisors
California
$206K +$203K +2,005 New
WPP
388
Whalerock Point Partners
Rhode Island
$206K +$202K +2,000 New
IAS
389
Insigneo Advisory Services
Florida
$205K +$202K +1,996 New
CI Investments Inc
390
CI Investments Inc
Ontario, Canada
$194K +$1.72K +17 +0.9%
EWA
391
EverSource Wealth Advisors
Alabama
$190K
LSA
392
Leonteq Securities AG
Switzerland
$185K +$171K +1,686 +1,479%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$171K +$8.7K +86 +5%
PA
394
Parallel Advisors
California
$159K -$6.07K -60 -4%
NIMI
395
Natixis Investment Managers International
France
$144K
FHA
396
First Horizon Advisors
Tennessee
$140K +$6.07K +60 +5%
OAM
397
Ostrum Asset Management
France
$139K -$1.01K -10 -0.7%
CSPIA
398
Cary Street Partners Investment Advisory
Virginia
$139K +$132K +1,305 +2,777%
DGAM
399
Desjardins Global Asset Management
Quebec, Canada
$132K +$130K +1,284 New
Northwestern Mutual Wealth Management
400
Northwestern Mutual Wealth Management
Wisconsin
$127K +$7.48K +74 +6%