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Ares Management
ARES

Overview Fund Activity

542 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 198 increasing their positions, 169 reducing their positions, and 43 closing their positions.

Holders
542
Holders Change
+58
Holders Change %
+11.98%
% of All Funds
7.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
106
Increased
198
Reduced
169
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$400M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$212M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$15.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.89B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$225M
4
SBH
4
Segall Bryant & Hamill
Illinois
$29.2M
5
VVP
5
Vulcan Value Partners
Alabama
$184M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
401
IEQ Capital
California
$247K 2,074 +2,074 New
N
402
Natixis
France
$244K 2,049 +2,049 New
CI Investments Inc
403
CI Investments Inc
Ontario, Canada
$241K 2,025 +138 +7%
IWC
404
Integrated Wealth Concepts
Massachusetts
$241K 2,023 -8 -0.4%
WPP
405
Whalerock Point Partners
Rhode Island
$238K 2,000 – –
OFG
406
Oxford Financial Group
Indiana
$238K 2,000 +2,000 New
BBW
407
Blue Barn Wealth
Utah
$236K 1,988 +1,988 New
SIG
408
Stonegate Investment Group
Alabama
$234K 1,965 +1,965 New
Aberdeen Group
409
Aberdeen Group
United Kingdom
$231K 1,946 +1,946 New
YCM
410
Yousif Capital Management
Michigan
$231K 1,943 +1,943 New
SIA
411
Schechter Investment Advisors
Michigan
$230K 1,930 -536 -22%
IAS
412
Insigneo Advisory Services
Florida
$227K 1,910 -86 -4%
BRWA
413
B. Riley Wealth Advisors
Florida
$226K 1,897 -1,639 -46%
BFG
414
Bleakley Financial Group
New Jersey
$225K 1,888 +1,888 New
SS
415
Simplicity Solutions
Minnesota
$225K 1,888 +1,888 New
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$223K 1,877 +212 +13%
EFG
417
Embree Financial Group
Illinois
$223K 1,874 +1,874 New
ACM
418
Advisors Capital Management
New Jersey
$222K 1,864 +1,864 New
EWA
419
EverSource Wealth Advisors
Alabama
$220K 1,851 – –
BSHC
420
Breed's Hill Capital
Massachusetts
$220K 1,849 +1,849 New
DWT
421
Dorsey & Whitney Trust
South Dakota
$220K 1,847 +1,847 New
QCM
422
QRG Capital Management
Illinois
$218K 1,832 +1,832 New
XWM
423
Xcel Wealth Management
Florida
$214K 1,800 +1,800 New
CCM
424
Coldstream Capital Management
Washington
$213K 1,794 +1,794 New
PA
425
Procyon Advisors
Connecticut
$211K 1,778 +1,778 New
15 16
17
18 19