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Ares Management
ARES

Overview Fund Activity

484 hedge funds and large institutions have $16.7B invested in Ares Management in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 184 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+43
Holders Change %
+9.75%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
81
Increased
184
Reduced
141
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$600M
2
Capital World Investors
Capital World Investors
California
$1.14B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$93.7M
4
Millennium Management
Millennium Management
New York
$270M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$151M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.8B
2
Capital International Investors
Capital International Investors
California
$573M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$0
4
HCM
HMI Capital Management
California
$220M
5
VVP
Vulcan Value Partners
Alabama
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
401
Venturi Wealth Management
Texas
$103K – – –
NS
402
NBC Securities
Alabama
$102K +$102K +1,000 New
EWP
403
Elevation Wealth Partners
California
$99.8K +$5.35K +52 +6%
CMBA
404
C.M. Bidwell & Associates
Hawaii
$99.3K – – –
S
405
SignatureFD
Georgia
$86.6K +$41.4K +402 +91%
Loomis, Sayles & Company
406
Loomis, Sayles & Company
Massachusetts
$85K +$2.69K +26 +3%
Robeco Institutional Asset Management
407
Robeco Institutional Asset Management
Netherlands
$72.9K -$594K -5,774 -89%
KHC
408
Koesten Hirschmann & Crabtree
Kansas
$72.4K – – –
CH
409
Canton Hathaway
Rhode Island
$72K – – –
QC
410
Quent Capital
New York
$71K +$50.9K +495 +254%
UB
411
UMB Bank
Missouri
$66.9K – – –
HIA
412
Harbor Investment Advisory
Maryland
$66.6K +$9.98K +97 +18%
Walleye Trading
413
Walleye Trading
New York
$63.5K +$63.5K +617 New
TWC
414
TD Waterhouse Canada
Ontario, Canada
$51.2K – – –
HCP
415
Hexagon Capital Partners
Arkansas
$50.1K +$1.23K +12 +3%
HT
416
Headlands Technologies
Illinois
$45.1K +$45.1K +438 New
WT
417
Whittier Trust
California
$44.1K +$11K +107 +33%
SIC
418
Salem Investment Counselors
North Carolina
$42.7K – – –
BF
419
BOK Financial
Oklahoma
$41.5K +$1.78K +18 +4%
Acadian Asset Management
420
Acadian Asset Management
Massachusetts
$41K -$284K -2,774 -87%
PFBT
421
Parkside Financial Bank & Trust
Missouri
$40.8K +$3.19K +31 +8%
HI
422
Harbour Investments
Wisconsin
$37.4K +$1.44K +14 +4%
SVCP
423
Silicon Valley Capital Partners
California
$29.9K +$206 +2 +0.7%
WTC
424
WhitTier Trust Company
Nevada
$28K – – –
Legacy Financial Group (Iowa)
425
Legacy Financial Group (Iowa)
Iowa
$27.2K +$27.2K +264 New
15 16
17
18 19