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Ares Management
ARES

437 hedge funds and large institutions have $13.2B invested in Ares Management in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 159 increasing their positions, 138 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

33% more capital invested

Capital invested by funds: $9.92B → $13.2B (+$3.32B)

15% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 138

7% more funds holding

Funds holding: 407 → 437 (+30)

0.64% more ownership

Funds ownership: 83.82% → 84.46% (+0.64%)

93% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $337M

Holders
437
Holders Change
+30
Holders Change %
+7.37%
% of All Funds
6.96%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
77
Increased
159
Reduced
138
Closed
43
Calls
$23.2M
Puts
$337M
Net Calls
-$314M
Net Calls Change
-$48.8M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$255M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$126M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$100M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$73.4M
5
BlackRock
BlackRock
New York
+$55.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$143M
2
Ameriprise
Ameriprise
Minnesota
-$43.9M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$42.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$34.3M
5
SSA
Schonfeld Strategic Advisors
New York
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
426
Lee Financial
Texas
$668 -$1.59K -20 -71%
SIC
427
SJS Investment Consulting
Ohio
$668 -$159 -2 -20%
BWM
428
Baystate Wealth Management
Massachusetts
$590 +$557 +7 New
Commonwealth Equity Services
429
Commonwealth Equity Services
Massachusetts
$551 +$206K +2,591 +65%
BAAM
430
Baker Avenue Asset Management
California
$501 – – –
BWM
431
BerganKDV Wealth Management
Minnesota
$501 – – –
CFB
432
Cullen/Frost Bankers
Texas
$501 +$477 +6 New
2L
433
25 LLC
Missouri
$492 +$477 +6 New
WWM
434
Wolff Wiese Magana
California
$418 – – –
TWA
435
TCI Wealth Advisors
Arizona
$251 – – –
CSS
436
Cubist Systematic Strategies
Connecticut
$167 -$1.63M -20,529 -100%
TWP
437
TFO Wealth Partners
Ohio
$83 -$80 -1 -50%
Holocene Advisors
438
Holocene Advisors
New York
– -$19.2M -280,120 Closed
TC
439
TwinBeech Capital
New York
– -$15.6M -228,427 Closed
LP
440
LMR Partners
United Kingdom
– -$13.4M -195,609 Closed
Hudson Bay Capital Management
441
Hudson Bay Capital Management
Connecticut
– -$12M -175,000 Closed
PR
442
Payden & Rygel
California
– -$9.9M -144,600 Closed
LCH
443
Lee Capital Holdings
New York
– -$4.79M -70,000 Closed
JWM
444
Jackson Wealth Management
Florida
– -$2.95M -43,086 Closed
PI
445
Putnam Investments
Massachusetts
– -$2.72M -39,693 Closed
DA
446
Duality Advisers
Florida
– -$2.59M -37,897 Closed
Connor, Clark & Lunn Investment Management (CC&L)
447
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.41M -35,271 Closed
ACM
448
Aquatic Capital Management
Illinois
– -$1.79M -26,200 Closed
ProShare Advisors
449
ProShare Advisors
Maryland
– -$816K -11,927 Closed
EH
450
EMG Holdings
Connecticut
– -$794K -11,600 Closed
16 17
18
19 20

ARES Hedge Fund Activity: Q1 2023 in Review

437 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q1 2023, worth a combined $13.2B — up 33% from $9.92B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARES positions and 43 closed out — a net gain of 34 holders — while 159 added to existing stakes and 138 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $255M. The largest seller was Wellington Management Group, cutting an estimated $143M.

  • 437 institutional investors held Ares Management (ARES) as of Q1 2023, up from 407 in Q4 2022.
  • Funds reported $13.2B of Ares Management stock for Q1 2023, up 33% quarter-over-quarter.
  • 77 funds opened new Ares Management positions in Q1 2023 and 43 closed out, a net change of +34 holders.
  • The largest Ares Management buyer in Q1 2023 was Boston Partners, an estimated $255M added.
  • The largest Ares Management seller in Q1 2023 was Wellington Management Group, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2023.