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Ares Management
ARES

Overview Fund Activity

542 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 198 increasing their positions, 169 reducing their positions, and 43 closing their positions.

Holders
542
Holders Change
+58
Holders Change %
+11.98%
% of All Funds
7.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
106
Increased
198
Reduced
169
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$400M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$212M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$15.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.89B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$225M
4
SBH
4
Segall Bryant & Hamill
Illinois
$29.2M
5
VVP
5
Vulcan Value Partners
Alabama
$184M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
376
American International Group
New York
$329K 2,764 -22 -0.8%
AAS
377
Avantax Advisory Services
Texas
$320K 2,694 +136 +5%
BCM
378
BluePath Capital Management
Georgia
$313K 2,640 -2,657 -50%
AWM
379
Avitas Wealth Management
California
$313K 2,629 -16 -0.6%
FC
380
Fulcrum Capital
Washington
$312K 2,624 – –
MFS
381
Mirabella Financial Services
United Kingdom
$309K 2,596 -20,556 -89%
Robeco Institutional Asset Management
382
Robeco Institutional Asset Management
Netherlands
$306K 2,573 +1,864 +263%
TWM
383
Trueblood Wealth Management
Ohio
$301K 2,533 +2,533 New
NG
384
Norden Group
Utah
$300K 2,519 -132 -5%
PAG
385
Private Advisor Group
New Jersey
$291K 2,448 +2,448 New
PPWP
386
Premier Path Wealth Partners
New Jersey
$291K 2,444 +2,444 New
CCIA
387
Campbell & Co Investment Adviser
Maryland
$281K 2,359 +2,359 New
HCA
388
Harbor Capital Advisors
Illinois
$280K 2,356 -13 -0.5%
Vontobel Holding
389
Vontobel Holding
Switzerland
$279K 2,344 -2,805 -54%
IA
390
IFP Advisors
Florida
$278K 2,340 -123 -5%
FFO
391
Fiduciary Family Office
Florida
$274K 2,308 +2,308 New
MIS
392
Morningstar Investment Services
Illinois
$272K 2,272 +2,272 New
SFA
393
Sequoia Financial Advisors
Ohio
$265K 2,232 -14 -0.6%
MA
394
Mutual Advisors
Nebraska
$263K 2,213 +2,213 New
OA
395
Oxbow Advisors
Texas
$262K 2,200 +2,200 New
MGP
396
Metis Global Partners
California
$258K 2,167 -422 -16%
CIC
397
Crawford Investment Counsel
Georgia
$257K 2,157 +77 +4%
P
398
&Partners
Tennessee
$256K 2,150 – –
MG
399
Mather Group
Illinois
$255K 2,144 -40 -2%
CRC
400
Curi RMB Capital
Illinois
$253K 2,131 -30 -1%
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