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Ares Management
ARES

Overview Fund Activity

599 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 201 increasing their positions, 210 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+57
Holders Change %
+10.52%
% of All Funds
8.68%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
112
Increased
201
Reduced
210
Closed
48
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$424M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$224M
3
EAM
Eagle Asset Management
Florida
+$136M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.4M
5
Norges Bank
Norges Bank
Norway
+$60.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$209M
2
Boston Partners
Boston Partners
Massachusetts
-$126M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$78.1M
4
KI
Keystone Investors
Singapore
-$68.2M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
376
Graham Capital Management
Connecticut
$504K +$504K +3,787 New
NG
377
Norden Group
Utah
$492K +$157K +1,183 +47%
PCS
378
Personal CFO Solutions
New Jersey
$482K +$1.2K +9 +0.2%
PCM
379
Penserra Capital Management
California
$482K +$480K +3,622 +24,147%
EFG
380
Everhart Financial Group
Ohio
$477K +$62.1K +467 +15%
CAAS
381
Capital Asset Advisory Services
Michigan
$472K -$38.9K -290 -8%
BTWM
382
Baker Tilly Wealth Management
Wisconsin
$471K -$234K -1,757 -33%
AWM
383
Axxcess Wealth Management
California
$468K -$38.8K -292 -8%
BFA
384
Buttonwood Financial Advisors
Maryland
$465K -$42.4K -319 -8%
KeyBank National Association
385
KeyBank National Association
Ohio
$465K -$4.65K -35 -1%
I
386
InceptionR
California
$463K +$463K +3,483 New
BAMF
387
BI Asset Management Fondsmaeglerselskab
Denmark
$460K -$2.77M -20,852 -86%
HI
388
Handelsinvest Investeringsforvaltning
Denmark
$459K -$238K -1,791 -34%
SSW
389
Stone Summit Wealth
Florida
$452K -$26.6K -200 -6%
MPM
390
MBB Public Markets
Illinois
$437K +$437K +3,284 New
JF
391
Jump Financial
Illinois
$436K -$740K -5,561 -63%
Cerity Partners
392
Cerity Partners
New York
$432K -$1.77M -13,325 -80%
BCM
393
BluePath Capital Management
Georgia
$432K +$80.6K +606 +23%
LOAMS
394
Lombard Odier Asset Management (Switzerland)
Switzerland
$431K +$431K +3,240 New
VFA
395
Voya Financial Advisors
Connecticut
$429K -$50.9K -382 -11%
AC
396
AXQ Capital
New Jersey
$426K -$239K -1,800 -36%
NGA
397
Naples Global Advisors
Florida
$420K -$33.2K -250 -7%
NYLIM
398
New York Life Investment Management
New York
$414K +$40.3K +303 +11%
AAS
399
Avantax Advisory Services
Texas
$413K +$55.2K +415 +15%
TPA
400
Trivium Point Advisory
Connecticut
$405K +$12K +90 +3%
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