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Ares Management
ARES

Overview Fund Activity

599 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 201 increasing their positions, 210 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+57
Holders Change %
+10.52%
% of All Funds
8.68%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
112
Increased
201
Reduced
210
Closed
48
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$424M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$224M
3
EAM
Eagle Asset Management
Florida
+$136M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.4M
5
Norges Bank
Norges Bank
Norway
+$60.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$209M
2
Boston Partners
Boston Partners
Massachusetts
-$126M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$78.1M
4
KI
Keystone Investors
Singapore
-$68.2M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
401
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$399K – – –
OTL
402
Oak Thistle LLC
New York
$398K +$398K +2,992 New
CTC
403
Cetera Trust Company
Minnesota
$398K -$26.6K -200 -6%
LWL
404
Leo Wealth LLC
Texas
$395K +$4.65K +35 +1%
TSS
405
Two Sigma Securities
New York
$385K +$385K +2,898 New
FHB
406
First Hawaiian Bank
Hawaii
$378K -$177K -1,334 -32%
SGI
407
Summit Global Investments
Utah
$375K +$375K +2,823 New
FIM
408
Fernwood Investment Management
Massachusetts
$372K – – –
AIG
409
American International Group
New York
$371K +$3.19K +24 +0.9%
Baird Financial Group
410
Baird Financial Group
Wisconsin
$368K -$8.11K -61 -2%
WS
411
Wedbush Securities
California
$366K -$114K -855 -24%
BRWA
412
B. Riley Wealth Advisors
Florida
$364K +$169K +1,639 +86%
TWM
413
Trueblood Wealth Management
Ohio
$363K +$25.9K +195 +8%
VI
414
Vestcor Inc
New Brunswick, Canada
$361K -$118K -888 -25%
HCA
415
Harbor Capital Advisors
Illinois
$354K +$40.6K +305 +13%
UFF
416
USA Financial Formulas
Michigan
$348K -$42.2K -317 -11%
PAG
417
Private Advisor Group
New Jersey
$348K +$22.6K +170 +7%
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$348K +$162K +1,221 +87%
PRC
419
Pearl River Capital
Michigan
$347K -$2.28M -17,144 -87%
AWM
420
Avitas Wealth Management
California
$347K -$3.06K -23 -0.9%
TRCT
421
Tower Research Capital (TRC)
New York
$342K +$226K +1,696 +193%
Robeco Institutional Asset Management
422
Robeco Institutional Asset Management
Netherlands
$342K -$399 -3 -0.1%
NW
423
NewEdge Wealth
Pennsylvania
$340K +$340K +2,526 New
IC
424
Inscription Capital
Texas
$339K +$339K +2,552 New
SEP
425
Southland Equity Partners
Missouri
$334K +$334K +2,510 New
15 16
17
18 19