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Ares Management
ARES

Overview Fund Activity

609 hedge funds and large institutions have $23.3B invested in Ares Management in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 252 increasing their positions, 187 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+10
Holders Change %
+1.67%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
87
Increased
252
Reduced
187
Closed
69
Calls
$31.8M
Puts
$23.4M
Net Calls
+$8.4M
Net Calls Change
+$227M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
2
LI
LRI Investments
Florida
$376M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$674M
4
LPC
Lone Pine Capital
Connecticut
$210M
5
Millennium Management
Millennium Management
New York
$232M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
2
Boston Partners
Boston Partners
Massachusetts
$151M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$831M
4
HCM
HMI Capital Management
California
$116M
5
Capital World Investors
Capital World Investors
California
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
401
Kestra Private Wealth Services
Texas
$426K -$191K -1,430 -31%
NGA
402
Naples Global Advisors
Florida
$420K – – –
Baird Financial Group
403
Baird Financial Group
Wisconsin
$419K +$49.8K +374 +14%
FTWA
404
Fifth Third Wealth Advisors
Ohio
$407K +$186K +1,398 +84%
PCM
405
Prelude Capital Management
New York
$402K -$856K -6,426 -68%
TPA
406
Trivium Point Advisory
Connecticut
$400K -$5.73K -43 -1%
LWL
407
Leo Wealth LLC
Texas
$396K +$267 +2 +0.1%
AWA
408
Arete Wealth Advisors
Illinois
$394K +$394K +2,941 New
VFA
409
Voya Financial Advisors
Connecticut
$391K -$46.2K -340 -11%
PPWP
410
Premier Path Wealth Partners
New Jersey
$383K +$53.3K +400 +16%
BFA
411
Buttonwood Financial Advisors
Maryland
$376K -$89.3K -670 -19%
KWA
412
Kingswood Wealth Advisors
California
$376K -$236K -1,772 -39%
FIM
413
Fernwood Investment Management
Massachusetts
$373K – – –
TWM
414
Trueblood Wealth Management
Ohio
$370K +$6.8K +51 +2%
SSWM
415
Sheets Smith Wealth Management
North Carolina
$363K +$363K +2,726 New
FHB
416
First Hawaiian Bank
Hawaii
$358K -$20.1K -151 -5%
HCA
417
Harbor Capital Advisors
Illinois
$354K -$266 -2 -0.1%
Bessemer Group
418
Bessemer Group
New Jersey
$352K +$53K +398 +18%
DFCM
419
Dark Forest Capital Management
Puerto Rico
$342K +$342K +2,565 New
RIM
420
Rakuten Investment Management
Japan
$337K +$141K +1,036 +72%
EWA
421
EverSource Wealth Advisors
Alabama
$334K +$78.1K +510 +30%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$334K +$532 +4 +0.2%
FC
423
Fulcrum Capital
Washington
$333K – – –
CCA
424
Catalyst Capital Advisors
New York
$331K -$183K -1,375 -36%
SFA
425
Sequoia Financial Advisors
Ohio
$329K +$22.5K +169 +7%
15 16
17
18 19