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Ares Management
ARES

Overview Fund Activity

599 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 201 increasing their positions, 210 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+57
Holders Change %
+10.52%
% of All Funds
8.68%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
112
Increased
201
Reduced
210
Closed
48
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$424M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$224M
3
EAM
Eagle Asset Management
Florida
+$136M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.4M
5
Norges Bank
Norges Bank
Norway
+$60.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$209M
2
Boston Partners
Boston Partners
Massachusetts
-$126M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$78.1M
4
KI
Keystone Investors
Singapore
-$68.2M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$333K +$83.5K +628 +33%
FC
427
Fulcrum Capital
Washington
$332K -$17K -128 -5%
PPWP
428
Premier Path Wealth Partners
New Jersey
$329K +$3.99K +30 +1%
GC
429
Guggenheim Capital
Illinois
$322K +$322K +2,420 New
UM
430
UniSuper Management
Australia
$319K +$173K +1,300 +118%
SWM
431
Spire Wealth Management
Virginia
$316K +$146K +1,095 +86%
SCA
432
Snowden Capital Advisors
New York
$313K -$645K -4,848 -67%
IA
433
IFP Advisors
Florida
$312K +$532 +4 +0.2%
Vontobel Holding
434
Vontobel Holding
Switzerland
$312K – – –
MYAM
435
Meiji Yasuda Asset Management
Japan
$307K +$75.8K +570 +33%
DM
436
Deerfield Management
New York
$306K +$306K +2,304 New
SFA
437
Sequoia Financial Advisors
Ohio
$305K +$8.51K +64 +3%
FA
438
Faithward Advisors
Pennsylvania
$302K +$302K +2,269 New
AIM
439
Aigen Investment Management
New York
$300K +$300K +2,254 New
Bessemer Group
440
Bessemer Group
New Jersey
$299K -$75K -563 -20%
MA
441
Mutual Advisors
Nebraska
$298K +$3.32K +25 +1%
OA
442
Oxbow Advisors
Texas
$293K – – –
PP
443
Paloma Partners
Connecticut
$291K +$291K +2,188 New
AWE
444
Avidian Wealth Enterprises
Texas
$288K +$288K +2,165 New
CIC
445
Crawford Investment Counsel
Georgia
$287K – – –
YCM
446
Yousif Capital Management
Michigan
$286K +$27.8K +209 +11%
P
447
&Partners
Tennessee
$286K – – –
WT
448
Whittier Trust
California
$281K +$224K +1,684 +393%
MGP
449
Metis Global Partners
California
$276K -$12.4K -93 -4%
IC
450
IEQ Capital
California
$272K -$3.99K -30 -1%
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