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Ares Management
ARES

Overview Fund Activity

542 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 198 increasing their positions, 169 reducing their positions, and 43 closing their positions.

Holders
542
Holders Change
+58
Holders Change %
+11.98%
% of All Funds
7.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
106
Increased
198
Reduced
169
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$400M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$212M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$15.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.89B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$225M
4
SBH
4
Segall Bryant & Hamill
Illinois
$29.2M
5
VVP
5
Vulcan Value Partners
Alabama
$184M
Name Market Value Shares Shares
Change 		Shares
Change %
DGAM
426
Desjardins Global Asset Management
Quebec, Canada
$209K 1,760 +476 +37%
BFA
427
Beaumont Financial Advisors
Massachusetts
$209K 1,755 +1,755 New
Lido Advisors
428
Lido Advisors
California
$208K 1,750 +1,750 New
CI
429
Cigna Investments
Connecticut
$208K 1,745 +1,745 New
MYAM
430
Meiji Yasuda Asset Management
Japan
$207K 1,740 +1,740 New
FG
431
Fiduciary Group
Georgia
$207K 1,737 +1,737 New
TPCW
432
TD Private Client Wealth
New York
$201K 1,691 -851 -33%
PA
433
Parallel Advisors
California
$187K 1,576 +33 +2%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$166K 1,397 +162 +13%
OAM
435
Ostrum Asset Management
France
$162K 1,361 +6 +0.4%
FHA
436
First Horizon Advisors
Tennessee
$161K 1,356 -6 -0.4%
SWM
437
Spire Wealth Management
Virginia
$149K 1,280 +1,272 +15,900%
WPA
438
West Paces Advisors
Georgia
$143K 1,199 – –
VWM
439
Venturi Wealth Management
Texas
$141K 1,183 +183 +18%
FDCDDQ
440
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K 1,163 -3,888 -77%
S
441
SignatureFD
Georgia
$133K 1,117 +275 +33%
UM
442
UniSuper Management
Australia
$131K 1,100 – –
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$124K 1,046 +12 +1%
NS
444
NBC Securities
Alabama
$118K 1,000 – –
CAM
445
Creekmur Asset Management
Illinois
$110K 923 +923 New
CF
446
Centaurus Financial
California
$109K 915 -1,775 -66%
Caisse de Depot et Placement du Quebec (CDPQ)
447
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$109K 914 -8,676 -90%
TRCT
448
Tower Research Capital (TRC)
New York
$104K 877 -9,712 -92%
EWP
449
Elevation Wealth Partners
California
$99.8K 970 – –
Loomis, Sayles & Company
450
Loomis, Sayles & Company
Massachusetts
$91K 773 -50 -6%
16 17
18
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