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Ares Management

488 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, 186 increasing their positions, 142 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 31

31% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 142

15% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $22M

10% more funds holding

Funds holding: 445488 (+43)

8% more capital invested

Capital invested by funds: $15.5B → $16.7B (+$1.27B)

0.03% more ownership

Funds ownership: 86.1%86.13% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
488
Holders Change
+43
Holders Change %
+9.66%
% of All Funds
7.74%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
81
Increased
186
Reduced
142
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
426
Silicon Valley Capital Partners
California
$29.9K +$202 +2 +0.7%
CT
427
Caldwell Trust
Florida
$29.3K
WTC
428
WhitTier Trust Company
Nevada
$28K
Legacy Financial Group (Iowa)
429
Legacy Financial Group (Iowa)
Iowa
$27.2K +$26.7K +264 New
HCM
430
Hollencrest Capital Management
California
$27K +$26.5K +262 New
QCG
431
Quadrant Capital Group
Ohio
$26K +$21.1K +209 +475%
CT
432
Cambridge Trust
Massachusetts
$25.7K
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$23K +$1.11K +11 +5%
RTC
434
Riverview Trust Company
Washington
$22.4K
AF
435
Advisornet Financial
Minnesota
$21.1K -$14.5K -143 -41%
FFA
436
Fairfield Financial Advisors
Massachusetts
$21K +$101 +1 +0.5%
C
437
Covestor
United Kingdom
$21K -$910 -9 -4%
CP
438
Castleview Partners
Texas
$20.1K
HFM
439
Hartford Financial Management
Connecticut
$19.5K +$19.2K +190 New
LC
440
Lindbrook Capital
California
$18.5K +$1.82K +18 +11%
KFP
441
KB Financial Partners
New Jersey
$17K -$101 -1 -0.6%
AF
442
Allworth Financial
California
$17K +$5.36K +53 +47%
WTG
443
West Tower Group
Virginia
$15.8K +$1.21K +12 +8%
WOC
444
West Oak Capital
California
$15K
HNB
445
Huntington National Bank
Ohio
$14.3K +$2.02K +20 +17%
RA
446
Rise Advisors
New York
$14.2K +$12.5K +124 +886%
HFM
447
Harvest Fund Management
China
$14K +$13K +129 +4,300%
SIS
448
Sound Income Strategies
Florida
$12K
GFPC
449
Global Financial Private Client
Florida
$11.8K
WIM
450
Westside Investment Management
California
$10.3K