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Ares Management
ARES

Overview Fund Activity

609 hedge funds and large institutions have $23.3B invested in Ares Management in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 252 increasing their positions, 187 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+10
Holders Change %
+1.67%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
87
Increased
252
Reduced
187
Closed
69
Calls
$31.8M
Puts
$23.4M
Net Calls
+$8.4M
Net Calls Change
+$227M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
2
LI
LRI Investments
Florida
$376M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$674M
4
LPC
Lone Pine Capital
Connecticut
$210M
5
Millennium Management
Millennium Management
New York
$232M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
2
Boston Partners
Boston Partners
Massachusetts
$151M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$831M
4
HCM
HMI Capital Management
California
$116M
5
Capital World Investors
Capital World Investors
California
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
451
Jefferies Financial Group
New York
$277K +$277K +2,076 New
PA
452
Procyon Advisors
Connecticut
$277K +$40.1K +301 +17%
BIM
453
Bridges Investment Management
Nebraska
$273K +$273K +2,051 New
WPP
454
Whalerock Point Partners
Rhode Island
$267K – – –
PP
455
Prudential plc
United Kingdom
$266K – – –
GSEP
456
Golden State Equity Partners
California
$265K +$265K +1,989 New
Vontobel Holding
457
Vontobel Holding
Switzerland
$262K -$50.4K -378 -16%
CI
458
Cigna Investments
Connecticut
$251K +$18.6K +140 +8%
BRWA
459
B. Riley Wealth Advisors
Florida
$248K -$223K -1,672 -47%
BSHC
460
Breed's Hill Capital
Massachusetts
$246K – – –
BBW
461
Blue Barn Wealth
Utah
$246K +$23.2K +174 +10%
SW
462
Simplicity Wealth
New Jersey
$242K -$1.2K -9 -0.5%
BFG
463
Bleakley Financial Group
New Jersey
$242K -$1.2K -9 -0.5%
NW
464
NewEdge Wealth
Pennsylvania
$241K -$96.1K -721 -29%
MM
465
MQS Management
New York
$240K -$11.5K -86 -5%
CCM
466
Coldstream Capital Management
Washington
$239K +$6.8K +51 +3%
DWT
467
Dorsey & Whitney Trust
South Dakota
$238K – – –
PA
468
Parallel Advisors
California
$236K +$9.73K +73 +4%
FG
469
Fiduciary Group
Georgia
$235K – – –
Wolverine Trading
470
Wolverine Trading
Illinois
$235K +$235K +1,762 New
BFA
471
Beaumont Financial Advisors
Massachusetts
$234K – – –
Two Sigma Investments
472
Two Sigma Investments
New York
$230K +$230K +1,722 New
Robeco Institutional Asset Management
473
Robeco Institutional Asset Management
Netherlands
$229K -$114K -853 -33%
WANY
474
Wealthspire Advisors (New York)
New York
$223K -$14.9K -112 -6%
FTDI
475
First Trust Direct Indexing
Massachusetts
$221K +$221K +1,656 New
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