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Ares Management
ARES

Overview Fund Activity

484 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, 184 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+43
Holders Change %
+9.75%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
81
Increased
184
Reduced
141
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$600M
2
Capital World Investors
Capital World Investors
California
$1.14B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$93.7M
4
Millennium Management
Millennium Management
New York
$270M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$151M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.8B
2
Capital International Investors
Capital International Investors
California
$573M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$0
4
HCM
HMI Capital Management
California
$220M
5
VVP
Vulcan Value Partners
Alabama
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
451
Front Row Advisors
California
$6.38K – – –
GKIM
452
GW&K Investment Management
Massachusetts
$6K +$6K +60 New
EBA
453
Eagle Bay Advisors
New York
$5.86K – – –
POIA
454
Pin Oak Investment Advisors
Texas
$5K – – –
JWA
455
JFS Wealth Advisors
Pennsylvania
$4.94K +$206 +2 +4%
FCA
456
FinTrust Capital Advisors
South Carolina
$4.18K +$4.18K +41 New
CAL
457
Capital Advisors Ltd
Ohio
$4K – – –
OLVIG
458
Oliver Lagore Vanvalin Investment Group
Michigan
$3.71K +$3.71K +36 New
CWP
459
Concord Wealth Partners
Virginia
$3.6K – – –
BIA
460
Bell Investment Advisors
California
$3.4K -$1.24K -12 -27%
VNA
461
Valley National Advisers
Pennsylvania
$3K +$3K +30 New
FDCC
462
Foster Dykema Cabot & Co
Massachusetts
$3K +$3K +30 New
PTC
463
Private Trust Company
Ohio
$2.37K +$206 +2 +10%
CTC
464
Central Trust Company
Missouri
$2.26K +$2.26K +22 New
SFG
465
Steward Financial Group
Texas
$2K +$2K +29 New
BBHC
466
Brown Brothers Harriman & Co
New York
$1.85K – – –
LFG
467
Larson Financial Group
Missouri
$1.54K +$1.54K +15 New
Lazard Asset Management
468
Lazard Asset Management
New York
$1K – – –
TFGT
469
TS Financial Group (TSFG)
Illinois
$1K – – –
PCM
470
Penserra Capital Management
California
$1K +$1K +15 New
WT
471
Washington Trust
Rhode Island
$823 – – –
LF
472
Lee Financial
Texas
$823 – – –
DFA
473
DHJJ Financial Advisors
Illinois
$823 +$823 +8 New
SWM
474
Spire Wealth Management
Virginia
$823 +$823 +8 New
RCM
475
Raleigh Capital Management
North Carolina
$792 +$792 +8 New
17 18
19
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