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Ares Management

604 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 202 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $19.1B → $21.5B (+$2.4B)

10% more funds holding

Funds holding: 548604 (+56)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 211

1.35% less ownership

Funds ownership: 86.55%85.2% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

69% less call options, than puts

Call options by funds: $98M | Put options by funds: $316M

Holders
604
Holders Change
+56
Holders Change %
+10.22%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
113
Increased
202
Reduced
211
Closed
49
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
401
New York Life Investment Management
New York
$414K +$38.7K +303 +11%
AAS
402
Avantax Advisory Services
Texas
$413K +$53K +415 +15%
TPA
403
Trivium Point Advisory
Connecticut
$405K +$11.5K +90 +3%
SLAM
404
Swiss Life Asset Management
$404K -$353K -2,761 -48%
AIMCA
405
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$399K
OTL
406
Oak Thistle LLC
New York
$398K +$382K +2,992 New
CTC
407
Cetera Trust Company
Minnesota
$398K -$25.5K -200 -6%
LWL
408
Leo Wealth LLC
Texas
$395K +$4.47K +35 +1%
TSS
409
Two Sigma Securities
New York
$385K +$370K +2,898 New
FHB
410
First Hawaiian Bank
Hawaii
$378K -$170K -1,334 -32%
SGI
411
Summit Global Investments
Utah
$375K +$361K +2,823 New
FIM
412
Fernwood Investment Management
Massachusetts
$372K
AIG
413
American International Group
New York
$371K +$3.07K +24 +0.9%
Baird Financial Group
414
Baird Financial Group
Wisconsin
$368K -$7.79K -61 -2%
WS
415
Wedbush Securities
California
$366K -$109K -855 -24%
BRWA
416
B. Riley Wealth Advisors
Florida
$364K +$209K +1,639 +86%
TWM
417
Trueblood Wealth Management
Ohio
$363K +$24.9K +195 +8%
VI
418
Vestcor Inc
New Brunswick, Canada
$361K -$113K -888 -25%
HCA
419
Harbor Capital Advisors
Illinois
$354K +$39K +305 +13%
UFF
420
USA Financial Formulas
Michigan
$348K -$40.5K -317 -11%
PAG
421
Private Advisor Group
New Jersey
$348K +$21.7K +170 +7%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$348K +$156K +1,221 +87%
PRC
423
Pearl River Capital
Michigan
$347K -$2.19M -17,144 -87%
AWM
424
Avitas Wealth Management
California
$347K -$2.94K -23 -0.9%
TRCT
425
Tower Research Capital (TRC)
New York
$342K +$217K +1,696 +193%