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Ares Management

604 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 202 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $19.1B → $21.5B (+$2.4B)

10% more funds holding

Funds holding: 548604 (+56)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 211

1.35% less ownership

Funds ownership: 86.55%85.2% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

69% less call options, than puts

Call options by funds: $98M | Put options by funds: $316M

Holders
604
Holders Change
+56
Holders Change %
+10.22%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
113
Increased
202
Reduced
211
Closed
49
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
P
451
&Partners
Tennessee
$286K
WT
452
Whittier Trust
California
$281K +$215K +1,684 +393%
MGP
453
Metis Global Partners
California
$276K -$11.9K -93 -4%
IC
454
IEQ Capital
California
$272K -$3.83K -30 -1%
WPP
455
Whalerock Point Partners
Rhode Island
$266K
PP
456
Prudential plc
United Kingdom
$266K -$766K -5,993 -75%
MG
457
Mather Group
Illinois
$255K +$255 +2 +0.1%
MM
458
MQS Management
New York
$251K +$241K +1,885 New
HFM
459
Harvest Fund Management
China
$249K +$231K +1,806 +2,822%
CRC
460
Curi RMB Capital
Illinois
$247K -$35.3K -276 -13%
BSHC
461
Breed's Hill Capital
Massachusetts
$246K
ETC
462
Exchange Traded Concepts
Oklahoma
$244K +$235K +1,838 New
BFG
463
Bleakley Financial Group
New Jersey
$242K -$8.3K -65 -3%
SW
464
Simplicity Wealth
New Jersey
$242K +$233K +1,823 New
FCBT
465
First Citizens Bank & Trust
North Carolina
$241K +$231K +1,811 New
XWM
466
Xcel Wealth Management
Florida
$239K
FDCDDQ
467
Federation des caisses Desjardins du Quebec
Quebec, Canada
$238K +$92.1K +721 +62%
DWT
468
Dorsey & Whitney Trust
South Dakota
$237K -$7.92K -62 -3%
WANY
469
Wealthspire Advisors (New York)
New York
$237K +$228K +1,783 New
SIG
470
Stonegate Investment Group
Alabama
$236K -$23.9K -187 -10%
PA
471
Procyon Advisors
Connecticut
$236K -$511 -4 -0.2%
FG
472
Fiduciary Group
Georgia
$235K +$3.58K +28 +2%
BFA
473
Beaumont Financial Advisors
Massachusetts
$233K
Lido Advisors
474
Lido Advisors
California
$232K -$255 -2 -0.1%
GM
475
GeoWealth Management
Illinois
$232K +$223K +1,745 New