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Ares Management
ARES

Overview Fund Activity

441 hedge funds and large institutions have $15.4B invested in Ares Management in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 158 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+8
Holders Change %
+1.85%
% of All Funds
6.95%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
59
Increased
152
Reduced
158
Closed
49
Calls
$17.6M
Puts
$5.89M
Net Calls
+$11.7M
Net Calls Change
+$325M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$441M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.81B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$358M
4
BlackRock
BlackRock
New York
$1.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B

Top Sellers

1
QP
Quilter Plc
United Kingdom
$731M
2
HCM
HMI Capital Management
California
$277M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.59M
4
Ameriprise
Ameriprise
Minnesota
$41.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
401
Huntington National Bank
Ohio
$11.5K -$380K -3,940 -97%
SIS
402
Sound Income Strategies
Florida
$11.3K – – –
GFPC
403
Global Financial Private Client
Florida
$11.1K – – –
AF
404
Allworth Financial
California
$10.8K +$1.26K +13 +13%
WIM
405
Westside Investment Management
California
$9.64K -$31.3K -325 -76%
HF
406
Halpern Financial
Virginia
$8.96K +$8.96K +93 New
AA
407
Ancora Advisors
Ohio
$7.8K -$289 -3 -4%
GWS
408
Glassman Wealth Services
Virginia
$7.32K – – –
TSWM
409
Tyler-Stone Wealth Management
Ohio
$7K +$7K +75 New
FRA
410
Front Row Advisors
California
$6K -$97 -1 -2%
EBA
411
Eagle Bay Advisors
New York
$5.49K +$1.06K +11 +24%
POIA
412
Pin Oak Investment Advisors
Texas
$5K +$5K +50 New
CSPIA
413
Cary Street Partners Investment Advisory
Virginia
$4.53K – – –
JWA
414
JFS Wealth Advisors
Pennsylvania
$4.43K -$96 -1 -2%
BIA
415
Bell Investment Advisors
California
$4.34K +$1.16K +12 +36%
QCG
416
Quadrant Capital Group
Ohio
$4.24K – – –
CAL
417
Capital Advisors Ltd
Ohio
$4K – – –
CWP
418
Concord Wealth Partners
Virginia
$3.37K +$3.37K +35 New
PTC
419
Private Trust Company
Ohio
$2.02K – – –
BBHC
420
Brown Brothers Harriman & Co
New York
$1.73K -$2.12K -22 -55%
NC
421
NewSquare Capital
Pennsylvania
$1.73K – – –
RA
422
Rise Advisors
New York
$1.31K – – –
FFA
423
Farther Finance Advisors
California
$1.25K – – –
BTI
424
Blue Trust Inc
Georgia
$1K -$10.9K -98 -92%
TFGT
425
TS Financial Group (TSFG)
Illinois
$1K +$1K +6 New
15 16
17
18 19