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Ares Management

488 hedge funds and large institutions have $16.7B invested in Ares Management in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 31

31% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 142

15% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $22M

10% more funds holding

Funds holding: 445488 (+43)

8% more capital invested

Capital invested by funds: $15.5B → $16.7B (+$1.27B)

0.03% more ownership

Funds ownership: 86.1%86.13% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
488
Holders Change
+43
Holders Change %
+9.66%
% of All Funds
7.74%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
81
Increased
186
Reduced
142
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
451
Benjamin F. Edwards & Company
Missouri
$9K -$24.9K -246 -73%
CA
452
Clearstead Advisors
Ohio
$8.23K +$8.09K +80 New
TSWM
453
Tyler-Stone Wealth Management
Ohio
$8K
GWS
454
Glassman Wealth Services
Virginia
$7.82K
FRA
455
Front Row Advisors
California
$6.38K
GKIM
456
GW&K Investment Management
Massachusetts
$6K +$6.07K +60 New
EBA
457
Eagle Bay Advisors
New York
$5.86K
POIA
458
Pin Oak Investment Advisors
Texas
$5K
JWA
459
JFS Wealth Advisors
Pennsylvania
$4.94K +$202 +2 +4%
FCA
460
FinTrust Capital Advisors
South Carolina
$4.18K +$4.15K +41 New
CAL
461
Capital Advisors Ltd
Ohio
$4K
OLVIG
462
Oliver Lagore Vanvalin Investment Group
Michigan
$3.71K +$3.64K +36 New
CWP
463
Concord Wealth Partners
Virginia
$3.6K
BIA
464
Bell Investment Advisors
California
$3.4K -$1.21K -12 -27%
FDCC
465
Foster Dykema Cabot & Co
Massachusetts
$3K +$3.03K +30 New
VNA
466
Valley National Advisers
Pennsylvania
$3K +$3.03K +30 New
PTC
467
Private Trust Company
Ohio
$2.37K +$202 +2 +10%
CTC
468
Central Trust Company
Missouri
$2.26K +$2.23K +22 New
SFG
469
Steward Financial Group
Texas
$2K +$2.93K +29 New
BBHC
470
Brown Brothers Harriman & Co
New York
$1.85K
LFG
471
Larson Financial Group
Missouri
$1.54K +$1.52K +15 New
Lazard Asset Management
472
Lazard Asset Management
New York
$1K
TFGT
473
TS Financial Group (TSFG)
Illinois
$1K
PCM
474
Penserra Capital Management
California
$1K +$1.52K +15 New
LF
475
Lee Financial
Texas
$823