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Ares Management
ARES

Overview Fund Activity

441 hedge funds and large institutions have $15.4B invested in Ares Management in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 158 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+8
Holders Change %
+1.85%
% of All Funds
6.95%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
59
Increased
152
Reduced
158
Closed
49
Calls
$17.6M
Puts
$5.89M
Net Calls
+$11.7M
Net Calls Change
+$325M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$441M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.81B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$358M
4
BlackRock
BlackRock
New York
$1.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B

Top Sellers

1
QP
Quilter Plc
United Kingdom
$731M
2
HCM
HMI Capital Management
California
$277M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.59M
4
Ameriprise
Ameriprise
Minnesota
$41.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
426
Disciplined Investments
Oklahoma
$867 -$96 -1 -10%
WT
427
Washington Trust
Rhode Island
$771 -$193 -2 -20%
LF
428
Lee Financial
Texas
$771 – – –
FCAG
429
First Capital Advisors Group
New Jersey
$771 +$771 +8 New
BWM
430
Baystate Wealth Management
Massachusetts
$686 – – –
SIC
431
SJS Investment Consulting
Ohio
$675 -$96 -1 -13%
2L
432
25 LLC
Missouri
$607 – – –
BWM
433
BerganKDV Wealth Management
Minnesota
$579 – – –
BAAM
434
Baker Avenue Asset Management
California
$578 – – –
WWM
435
Wolff Wiese Magana
California
$482 – – –
MCM
436
Manchester Capital Management
Vermont
$386 +$386 +4 New
AWM
437
Abound Wealth Management
Tennessee
$195 +$195 +2 New
TWP
438
TFO Wealth Partners
Ohio
$96 – – –
Comerica Bank
439
Comerica Bank
Texas
$52 +$52 +92,035 New
Alyeska Investment Group
440
Alyeska Investment Group
Illinois
– -$28.6M -343,279 Closed
CCM
441
Callodine Capital Management
Massachusetts
– -$8.04M -96,354 Closed
WBC
442
Westpac Banking Corp
Australia
– -$4.9M -58,732 Closed
BC
443
Brookfield Corp
Ontario, Canada
– -$4.69M -56,168 Closed
WMSA
444
Weiss Multi-Strategy Advisers
New York
– -$4.59M -55,000 Closed
MCM
445
Maltese Capital Management
New York
– -$3.21M -38,500 Closed
Assenagon Asset Management
446
Assenagon Asset Management
Luxembourg
– -$2.97M -35,556 Closed
WAM
447
Weiss Asset Management
Massachusetts
– -$2.31M -27,679 Closed
Walleye Capital
448
Walleye Capital
New York
– -$2.01M -24,130 Closed
VRS
449
Virginia Retirement Systems
Virginia
– -$1.66M -19,917 Closed
WG
450
Winton Group
United Kingdom
– -$1.11M -13,319 Closed
16 17
18
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