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Ares Management
ARES

Overview Fund Activity

433 hedge funds and large institutions have $13.2B invested in Ares Management in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 137 reducing their positions, and 43 closing their positions.

Holders
433
Holders Change
+28
Holders Change %
+6.91%
% of All Funds
6.93%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
75
Increased
159
Reduced
137
Closed
43
Calls
$23.2M
Puts
$337M
Net Calls
-$314M
Net Calls Change
-$48.8M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$268M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$156M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$244M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$125M
5
BlackRock
5
BlackRock
New York
$886M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.47B
2
QP
2
Quilter Plc
United Kingdom
$916M
3
Ameriprise
3
Ameriprise
Minnesota
$63.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$105M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$81.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GWS
401
Glassman Wealth Services
Virginia
$6.34K 76 +3 +4%
FRA
402
Front Row Advisors
California
$5K 63 +63 New
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$3.92K 47 – –
JWA
404
JFS Wealth Advisors
Pennsylvania
$3.92K 47 +4 +9%
EBA
405
Eagle Bay Advisors
New York
$3.84K 46 -10 -18%
QCG
406
Quadrant Capital Group
Ohio
$3.67K 44 -10 -19%
BBHC
407
Brown Brothers Harriman & Co
New York
$3.34K 40 +40 New
AP
408
Arlington Partners
Alabama
$3.09K 37 +37 New
WTC
409
WhitTier Trust Company
Nevada
$3.09K 37 +37 New
CAL
410
Capital Advisors Ltd
Ohio
$3K 39 -1 -3%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$2.92K 35 +35 New
BIA
412
Bell Investment Advisors
California
$2.75K 33 – –
SFG
413
Steward Financial Group
Texas
$2K 27 +14 +108%
PTC
414
Private Trust Company
Ohio
$1.75K 21 – –
SC
415
Schubert & Co
Texas
$1.59K 19 +4 +27%
NC
416
NewSquare Capital
Pennsylvania
$1.5K 18 – –
RA
417
Rise Advisors
New York
$1.13K 14 +1 +8%
FFA
418
Farther Finance Advisors
California
$1.09K 13 – –
Creative Planning
419
Creative Planning
Kansas
$918 11 +11 New
WT
420
Washington Trust
Rhode Island
$834 10 – –
DI
421
Disciplined Investments
Oklahoma
$834 10 +2 +25%
LF
422
Lee Financial
Texas
$668 8 -20 -71%
SIC
423
SJS Investment Consulting
Ohio
$668 8 -2 -20%
BWM
424
Baystate Wealth Management
Massachusetts
$590 7 +7 New
Commonwealth Equity Services
425
Commonwealth Equity Services
Massachusetts
$551 6,606 +2,591 +65%
15 16
17
18 19