ARES icon

Ares Management
ARES

Overview Fund Activity

609 hedge funds and large institutions have $23.3B invested in Ares Management in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 252 increasing their positions, 187 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+10
Holders Change %
+1.67%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
87
Increased
252
Reduced
187
Closed
69
Calls
$31.8M
Puts
$23.4M
Net Calls
+$8.4M
Net Calls Change
+$227M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
2
LI
LRI Investments
Florida
$376M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$674M
4
LPC
Lone Pine Capital
Connecticut
$210M
5
Millennium Management
Millennium Management
New York
$232M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
2
Boston Partners
Boston Partners
Massachusetts
$151M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$831M
4
HCM
HMI Capital Management
California
$116M
5
Capital World Investors
Capital World Investors
California
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
Avitas Wealth Management
California
$328K -$19.1K -143 -5%
DC
427
Diametric Capital
Massachusetts
$328K +$328K +2,460 New
Lido Advisors
428
Lido Advisors
California
$325K +$92.1K +691 +40%
MYAM
429
Meiji Yasuda Asset Management
Japan
$324K +$16K +120 +5%
WS
430
Wedbush Securities
California
$314K -$52K -391 -14%
Jones Financial Companies
431
Jones Financial Companies
Missouri
$314K +$314K +2,354 New
UFF
432
USA Financial Formulas
Michigan
$312K -$36.9K -277 -11%
IC
433
IEQ Capital
California
$310K +$37.5K +281 +14%
IA
434
IFP Advisors
Florida
$306K -$6.13K -46 -2%
QCM
435
QRG Capital Management
Illinois
$306K +$88.9K +667 +41%
SG
436
Sienna Gestion
France
$295K +$295K +2,217 New
YCM
437
Yousif Capital Management
Michigan
$294K +$7.33K +55 +3%
OA
438
Oxbow Advisors
Texas
$293K – – –
MGP
439
Metis Global Partners
California
$290K +$13.9K +104 +5%
CG
440
Caprock Group
Idaho
$290K +$290K +2,174 New
MG
441
Mather Group
Illinois
$289K +$3.86K +29 +1%
CIC
442
Crawford Investment Counsel
Georgia
$287K – – –
IC
443
Inscription Capital
Texas
$284K -$55.7K -418 -16%
DC
444
Davenport & Co
Virginia
$284K +$284K +2,129 New
FA
445
Faithward Advisors
Pennsylvania
$283K -$19.2K -144 -6%
OAM
446
Oppenheimer Asset Management
New York
$283K -$255K -1,916 -47%
WT
447
Whittier Trust
California
$282K – – –
EH
448
Equitable Holdings
New York
$281K +$281K +2,111 New
Group One Trading
449
Group One Trading
Illinois
$280K -$402K -3,016 -59%
BTWM
450
Baker Tilly Wealth Management
Wisconsin
$278K -$194K -1,456 -41%
16 17
18
19 20