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Ares Management

604 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 202 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $19.1B → $21.5B (+$2.4B)

10% more funds holding

Funds holding: 548604 (+56)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 211

1.35% less ownership

Funds ownership: 86.55%85.2% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

69% less call options, than puts

Call options by funds: $98M | Put options by funds: $316M

Holders
604
Holders Change
+56
Holders Change %
+10.22%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
113
Increased
202
Reduced
211
Closed
49
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
426
Robeco Institutional Asset Management
Netherlands
$342K -$383 -3 -0.1%
NW
427
NewEdge Wealth
Pennsylvania
$340K +$323K +2,526 New
IC
428
Inscription Capital
Texas
$339K +$326K +2,552 New
SEP
429
Southland Equity Partners
Missouri
$334K +$321K +2,510 New
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$333K +$80.2K +628 +33%
FC
431
Fulcrum Capital
Washington
$332K -$16.4K -128 -5%
PPWP
432
Premier Path Wealth Partners
New Jersey
$329K +$3.83K +30 +1%
GC
433
Guggenheim Capital
Illinois
$322K +$309K +2,420 New
UM
434
UniSuper Management
Australia
$319K +$166K +1,300 +118%
SWM
435
Spire Wealth Management
Virginia
$316K +$140K +1,095 +86%
SCA
436
Snowden Capital Advisors
New York
$313K -$619K -4,848 -67%
IA
437
IFP Advisors
Florida
$312K +$511 +4 +0.2%
Vontobel Holding
438
Vontobel Holding
Switzerland
$312K
MYAM
439
Meiji Yasuda Asset Management
Japan
$307K +$72.8K +570 +33%
DM
440
Deerfield Management
New York
$306K +$294K +2,304 New
SFA
441
Sequoia Financial Advisors
Ohio
$305K +$8.18K +64 +3%
FA
442
Faithward Advisors
Pennsylvania
$302K +$290K +2,269 New
AIM
443
Aigen Investment Management
New York
$300K +$288K +2,254 New
Bessemer Group
444
Bessemer Group
New Jersey
$299K -$71.9K -563 -20%
MA
445
Mutual Advisors
Nebraska
$298K +$3.19K +25 +1%
OA
446
Oxbow Advisors
Texas
$293K
PP
447
Paloma Partners
Connecticut
$291K +$279K +2,188 New
AWE
448
Avidian Wealth Enterprises
Texas
$288K +$277K +2,165 New
CIC
449
Crawford Investment Counsel
Georgia
$287K
YCM
450
Yousif Capital Management
Michigan
$286K +$26.7K +209 +11%