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Ares Management
ARES

Overview Fund Activity

651 hedge funds and large institutions have $27.4B invested in Ares Management in 2024 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 265 increasing their positions, 182 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+42
Holders Change %
+6.9%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
114
Increased
265
Reduced
182
Closed
67
Calls
$50.6M
Puts
$55.4M
Net Calls
-$4.82M
Net Calls Change
-$13.2M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$517M
2
ClearBridge Investments
ClearBridge Investments
New York
+$153M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
Artisan Partners
Artisan Partners
Wisconsin
+$122M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$247M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$235M
3
HCM
HMI Capital Management
California
-$86.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$85M
5
VVP
Vulcan Value Partners
Alabama
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
401
Copley Financial Group
California
$487K +$487K +3,127 New
NGA
402
Naples Global Advisors
Florida
$484K -$7.79K -50 -2%
BFA
403
Brown Financial Advisors
Ohio
$481K -$327K -2,098 -40%
MS
404
Maven Securities
Jersey
$468K +$468K +3,000 New
LWL
405
Leo Wealth LLC
Texas
$467K +$3.43K +22 +0.7%
Verition Fund Management
406
Verition Fund Management
Connecticut
$460K +$460K +2,953 New
KWA
407
Kingswood Wealth Advisors
California
$454K +$15K +96 +3%
MA
408
MJP Associates
Connecticut
$448K +$448K +2,877 New
TPA
409
Trivium Point Advisory
Connecticut
$445K -$57.6K -344 -11%
FIM
410
Fernwood Investment Management
Massachusetts
$436K – – –
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$430K +$39.4K +253 +10%
DC
412
Davenport & Co
Virginia
$430K +$98K +629 +30%
VFA
413
Voya Financial Advisors
Connecticut
$429K -$22.8K -145 -5%
Lido Advisors
414
Lido Advisors
California
$428K +$48.2K +309 +13%
TWM
415
Trueblood Wealth Management
Ohio
$427K -$5.77K -37 -1%
Assenagon Asset Management
416
Assenagon Asset Management
Luxembourg
$426K -$11.7M -75,390 -96%
PPWP
417
Premier Path Wealth Partners
New Jersey
$426K -$21.7K -139 -5%
BFA
418
Buttonwood Financial Advisors
Maryland
$423K -$17.3K -111 -4%
FTDI
419
First Trust Direct Indexing
Massachusetts
$418K +$160K +1,027 +62%
HCA
420
Harbor Capital Advisors
Illinois
$417K +$2.65K +17 +0.6%
AAIS
421
ABN AMRO Investment Solutions
$416K +$416K +2,669 New
TRCT
422
Tower Research Capital (TRC)
New York
$415K -$2.07M -13,291 -83%
CCA
423
Catalyst Capital Advisors
New York
$409K +$21.5K +138 +6%
SFA
424
Sequoia Financial Advisors
Ohio
$399K +$14.8K +95 +4%
AQR Capital Management
425
AQR Capital Management
Connecticut
$399K +$399K +2,558 New
15 16
17
18 19