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Ares Management
ARES

Overview Fund Activity

599 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 201 increasing their positions, 210 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+57
Holders Change %
+10.52%
% of All Funds
8.68%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
112
Increased
201
Reduced
210
Closed
48
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$424M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$224M
3
EAM
Eagle Asset Management
Florida
+$136M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.4M
5
Norges Bank
Norges Bank
Norway
+$60.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$209M
2
Boston Partners
Boston Partners
Massachusetts
-$126M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$78.1M
4
KI
Keystone Investors
Singapore
-$68.2M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPP
451
Whalerock Point Partners
Rhode Island
$266K – – –
PP
452
Prudential plc
United Kingdom
$266K -$797K -5,993 -75%
MG
453
Mather Group
Illinois
$255K +$238 +2 +0.1%
MM
454
MQS Management
New York
$251K +$251K +1,885 New
HFM
455
Harvest Fund Management
China
$249K +$240K +1,806 +2,822%
CRC
456
Curi RMB Capital
Illinois
$247K -$36.7K -276 -13%
BSHC
457
Breed's Hill Capital
Massachusetts
$246K – – –
ETC
458
Exchange Traded Concepts
Oklahoma
$244K +$244K +1,838 New
BFG
459
Bleakley Financial Group
New Jersey
$242K -$8.64K -65 -3%
SW
460
Simplicity Wealth
New Jersey
$242K +$242K +1,823 New
FCBT
461
First Citizens Bank & Trust
North Carolina
$241K +$241K +1,811 New
XWM
462
Xcel Wealth Management
Florida
$239K – – –
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$238K +$91K +721 +62%
DWT
464
Dorsey & Whitney Trust
South Dakota
$237K -$8.25K -62 -3%
WANY
465
Wealthspire Advisors (New York)
New York
$237K +$237K +1,783 New
SIG
466
Stonegate Investment Group
Alabama
$236K -$24.9K -187 -10%
PA
467
Procyon Advisors
Connecticut
$236K -$532 -4 -0.2%
FG
468
Fiduciary Group
Georgia
$235K +$3.72K +28 +2%
BFA
469
Beaumont Financial Advisors
Massachusetts
$233K – – –
Lido Advisors
470
Lido Advisors
California
$232K -$266 -2 -0.1%
GM
471
GeoWealth Management
Illinois
$232K +$232K +1,745 New
CI
472
Cigna Investments
Connecticut
$232K +$133 +1 +0.1%
CCM
473
Coldstream Capital Management
Washington
$232K -$6.78K -51 -3%
OAM
474
Oxford Asset Management
United Kingdom
$228K +$228K +1,714 New
PA
475
Parallel Advisors
California
$225K +$15.8K +119 +8%
17 18
19
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