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Ares Management
ARES

437 hedge funds and large institutions have $13.2B invested in Ares Management in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 159 increasing their positions, 138 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

33% more capital invested

Capital invested by funds: $9.92B → $13.2B (+$3.32B)

15% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 138

7% more funds holding

Funds holding: 407 → 437 (+30)

0.64% more ownership

Funds ownership: 83.82% → 84.46% (+0.64%)

93% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $337M

Holders
437
Holders Change
+30
Holders Change %
+7.37%
% of All Funds
6.96%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
77
Increased
159
Reduced
138
Closed
43
Calls
$23.2M
Puts
$337M
Net Calls
-$314M
Net Calls Change
-$48.8M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$255M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$126M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$100M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$73.4M
5
BlackRock
BlackRock
New York
+$55.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$143M
2
Ameriprise
Ameriprise
Minnesota
-$43.9M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$42.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$34.3M
5
SSA
Schonfeld Strategic Advisors
New York
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
451
Simplex Trading
Illinois
– -$853K -10,730 Closed
PRC
452
Pearl River Capital
Michigan
– -$622K -9,089 Closed
KI
453
Kula Investments
Illinois
– -$611K -8,931 Closed
TCM
454
Teza Capital Management
Illinois
– -$589K -8,603 Closed
ESCM
455
Echo Street Capital Management
New York
– -$535K -7,824 Closed
FCM
456
FJ Capital Management
Virginia
– -$398K -5,817 Closed
BHCM
457
Boulder Hill Capital Management
New York
– -$397K -5,800 Closed
QCM
458
Qsemble Capital Management
New York
– -$363K -5,300 Closed
SPA
459
Sherbrooke Park Advisers
New York
– -$363K -5,300 Closed
MF
460
Magnetar Financial
Illinois
– -$257K -3,759 Closed
QC
461
Quadrature Capital
United Kingdom
– -$245K -3,585 Closed
CIA
462
Capital Impact Advisors
Massachusetts
– -$240K -3,500 Closed
Marshall Wace
463
Marshall Wace
United Kingdom
– -$234K -3,426 Closed
BFM
464
Boothbay Fund Management
New York
– -$215K -3,144 Closed
MFA
465
McClarren Financial Advisors
Pennsylvania
– -$70K -1,030 Closed
Canada Pension Plan Investment Board
466
Canada Pension Plan Investment Board
Ontario, Canada
– -$47.9K -700 Closed
PMEF
467
Point72 Middle East FZE
United Arab Emirates
– -$45.9K -671 Closed
ZB
468
Zions Bancorporation
Utah
– -$45.5K -665 Closed
Nomura Holdings
469
Nomura Holdings
Japan
– -$40K -590 Closed
GWM
470
Geneos Wealth Management
Colorado
– -$20.5K -300 Closed
CA
471
Crewe Advisors
Utah
– -$7.46K -109 Closed
QL
472
Quarry LP
New York
– -$7.32K -107 Closed
ANBT
473
American National Bank & Trust
Texas
– -$6K -85 Closed
KFI
474
Key Financial Inc
Pennsylvania
– -$3.1K -50 Closed
BHWM
475
Beaird Harris Wealth Management
Texas
– -$3.22K -47 Closed
16 17 18
19
20

ARES Hedge Fund Activity: Q1 2023 in Review

437 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q1 2023, worth a combined $13.2B — up 33% from $9.92B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARES positions and 43 closed out — a net gain of 34 holders — while 159 added to existing stakes and 138 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $255M. The largest seller was Wellington Management Group, cutting an estimated $143M.

  • 437 institutional investors held Ares Management (ARES) as of Q1 2023, up from 407 in Q4 2022.
  • Funds reported $13.2B of Ares Management stock for Q1 2023, up 33% quarter-over-quarter.
  • 77 funds opened new Ares Management positions in Q1 2023 and 43 closed out, a net change of +34 holders.
  • The largest Ares Management buyer in Q1 2023 was Boston Partners, an estimated $255M added.
  • The largest Ares Management seller in Q1 2023 was Wellington Management Group, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2023.