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Ares Management
ARES

Overview Fund Activity

484 hedge funds and large institutions have $16.7B invested in Ares Management in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 184 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+43
Holders Change %
+9.75%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
81
Increased
184
Reduced
141
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$600M
2
Capital World Investors
Capital World Investors
California
$1.14B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$93.7M
4
Millennium Management
Millennium Management
New York
$270M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$151M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.8B
2
Capital International Investors
Capital International Investors
California
$573M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$0
4
HCM
HMI Capital Management
California
$220M
5
VVP
Vulcan Value Partners
Alabama
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
426
Hollencrest Capital Management
California
$27K +$27K +262 New
QCG
427
Quadrant Capital Group
Ohio
$26K +$21.5K +209 +475%
CT
428
Cambridge Trust
Massachusetts
$25.7K – – –
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$23K +$1.13K +11 +5%
RTC
430
Riverview Trust Company
Washington
$22.4K – – –
AF
431
Advisornet Financial
Minnesota
$21.1K -$14.7K -143 -41%
FFA
432
Fairfield Financial Advisors
Massachusetts
$21K +$103 +1 +0.5%
C
433
Covestor
United Kingdom
$21K -$931 -9 -4%
CP
434
Castleview Partners
Texas
$20.1K – – –
HFM
435
Hartford Financial Management
Connecticut
$19.5K +$19.5K +190 New
LC
436
Lindbrook Capital
California
$18.5K +$1.85K +18 +11%
KFP
437
KB Financial Partners
New Jersey
$17K -$104 -1 -0.6%
AF
438
Allworth Financial
California
$17K +$5.45K +53 +47%
WTG
439
West Tower Group
Virginia
$15.8K +$1.23K +12 +8%
WOC
440
West Oak Capital
California
$15K – – –
HNB
441
Huntington National Bank
Ohio
$14.3K +$2.06K +20 +17%
RA
442
Rise Advisors
New York
$14.2K +$12.7K +124 +886%
HFM
443
Harvest Fund Management
China
$14K +$13.7K +129 +4,300%
SIS
444
Sound Income Strategies
Florida
$12K – – –
GFPC
445
Global Financial Private Client
Florida
$11.8K – – –
WIM
446
Westside Investment Management
California
$10.3K – – –
BFEC
447
Benjamin F. Edwards & Company
Missouri
$9K -$24.6K -246 -73%
CA
448
Clearstead Advisors
Ohio
$8.23K +$8.23K +80 New
TSWM
449
Tyler-Stone Wealth Management
Ohio
$8K – – –
GWS
450
Glassman Wealth Services
Virginia
$7.82K – – –
16 17
18
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