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Ares Management
ARES

Overview Fund Activity

651 hedge funds and large institutions have $27.4B invested in Ares Management in 2024 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 265 increasing their positions, 182 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+42
Holders Change %
+6.9%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
114
Increased
265
Reduced
182
Closed
67
Calls
$50.6M
Puts
$55.4M
Net Calls
-$4.82M
Net Calls Change
-$13.2M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$517M
2
ClearBridge Investments
ClearBridge Investments
New York
+$153M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
Artisan Partners
Artisan Partners
Wisconsin
+$122M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$247M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$235M
3
HCM
HMI Capital Management
California
-$86.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$85M
5
VVP
Vulcan Value Partners
Alabama
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALAM
426
Asahi Life Asset Management
Japan
$396K +$396K +2,540 New
MYAM
427
Meiji Yasuda Asset Management
Japan
$394K +$15.6K +100 +4%
IC
428
IEQ Capital
California
$394K +$31.5K +202 +9%
AWS
429
Atria Wealth Solutions
New York
$393K +$393K +2,524 New
BTWM
430
Baker Tilly Wealth Management
Wisconsin
$390K +$64.7K +415 +20%
NWMG
431
National Wealth Management Group
Ohio
$387K -$415K -2,666 -52%
WS
432
Wedbush Securities
California
$382K +$14.6K +94 +4%
MGP
433
Metis Global Partners
California
$370K +$30.4K +195 +9%
EH
434
Equitable Holdings
New York
$365K +$36K +231 +11%
FHB
435
First Hawaiian Bank
Hawaii
$360K -$58.4K -375 -14%
Vontobel Holding
436
Vontobel Holding
Switzerland
$359K +$52.8K +339 +17%
AWM
437
Avitas Wealth Management
California
$357K -$27.1K -174 -7%
YCM
438
Yousif Capital Management
Michigan
$356K +$12.5K +80 +4%
QCM
439
QRG Capital Management
Illinois
$355K -$2.65K -17 -0.7%
AWA
440
Arete Wealth Advisors
Illinois
$355K -$101K -652 -22%
CCM
441
Coldstream Capital Management
Washington
$354K +$70K +443 +25%
WT
442
Whittier Trust
California
$353K +$23.7K +152 +7%
BIM
443
Bridges Investment Management
Nebraska
$350K +$30.4K +195 +10%
SG
444
Sienna Gestion
France
$345K – – –
FC
445
Fulcrum Capital
Washington
$343K -$46.4K -298 -12%
MG
446
Mather Group
Illinois
$342K +$3.12K +20 +0.9%
HIA
447
Harbor Investment Advisory
Maryland
$335K +$233K +1,498 +231%
IC
448
Inscription Capital
Texas
$334K +$1.71K +11 +0.5%
BRWA
449
B. Riley Wealth Advisors
Florida
$331K +$40.3K +258 +14%
GC
450
Gilbert & Cook
Iowa
$329K +$329K +2,110 New
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