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Ares Management

604 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 202 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $19.1B → $21.5B (+$2.4B)

10% more funds holding

Funds holding: 548604 (+56)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 211

1.35% less ownership

Funds ownership: 86.55%85.2% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

69% less call options, than puts

Call options by funds: $98M | Put options by funds: $316M

Holders
604
Holders Change
+56
Holders Change %
+10.22%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
113
Increased
202
Reduced
211
Closed
49
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
NRD
376
Nebula Research & Development
New York
$521K +$501K +3,920 New
CCA
377
Catalyst Capital Advisors
New York
$513K -$38.3K -300 -7%
KL
378
KWMG LLC
Kansas
$511K
GCM
379
Graham Capital Management
Connecticut
$504K +$484K +3,787 New
NG
380
Norden Group
Utah
$492K +$151K +1,183 +47%
PCS
381
Personal CFO Solutions
New Jersey
$482K +$1.15K +9 +0.2%
PCM
382
Penserra Capital Management
California
$482K +$463K +3,622 +24,147%
EFG
383
Everhart Financial Group
Ohio
$477K +$59.7K +467 +15%
CAAS
384
Capital Asset Advisory Services
Michigan
$472K -$37K -290 -8%
BTWM
385
Baker Tilly Wealth Management
Wisconsin
$471K -$224K -1,757 -33%
AWM
386
Axxcess Wealth Management
California
$468K -$37.3K -292 -8%
BFA
387
Buttonwood Financial Advisors
Maryland
$465K -$40.7K -319 -8%
KeyBank National Association
388
KeyBank National Association
Ohio
$465K -$4.47K -35 -1%
I
389
InceptionR
California
$463K +$445K +3,483 New
BAMF
390
BI Asset Management Fondsmaeglerselskab
Denmark
$460K -$2.66M -20,852 -86%
HI
391
Handelsinvest Investeringsforvaltning
Denmark
$459K -$229K -1,791 -34%
SSW
392
Stone Summit Wealth
Florida
$452K -$25.5K -200 -6%
MPM
393
MBB Public Markets
Illinois
$437K +$419K +3,284 New
JF
394
Jump Financial
Illinois
$436K -$710K -5,561 -63%
Cerity Partners
395
Cerity Partners
New York
$432K -$1.7M -13,325 -80%
BCM
396
BluePath Capital Management
Georgia
$432K +$77.4K +606 +23%
LOAMS
397
Lombard Odier Asset Management (Switzerland)
Switzerland
$431K +$414K +3,240 New
VFA
398
Voya Financial Advisors
Connecticut
$429K -$48.8K -382 -11%
AC
399
AXQ Capital
New Jersey
$426K -$230K -1,800 -36%
NGA
400
Naples Global Advisors
Florida
$420K -$31.9K -250 -7%