Ares Management
ARES
32 hedge funds and large institutions have $141M invested in Ares Management in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
22% more capital invested
Capital invested by funds: $116M → $141M (+$25.1M)
10% more funds holding
Funds holding: 29 → 32 (+3)
0.18% less ownership
Funds ownership: 10.24% → 10.06% (-0.18%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$706K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$191K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$173K |
| 4 |
O
OppenheimerFunds
New York
|
+$71.1K |
| 5 |
Morgan Stanley
New York
|
+$69.5K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
26
Cutler Group
San Francisco,
California
| $14K | +$8.6K | +500 | +161% |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | +$11.3K | +658 | New |
|
|
PWM
28
Perigon Wealth Management
San Francisco,
California
| $9K | -$4.14K | -241 | -32% |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $9K | +$8.6K | +500 | New |
|
|
WA
30
WFG Advisors
Dallas,
Texas
| $5K | +$86 | +5 | +2% |
|
|
AWMS
31
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$2K | -150 | Closed |
|
32
Simplex Trading
Chicago,
Illinois
| – | +$585 | +34 | New |
|
ARES Hedge Fund Activity: Q3 2016 in Review
32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q3 2016, worth a combined $141M — up 22% from $116M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ARES positions and 1 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $706K. The largest seller was American Century Companies, cutting an estimated $1.89M.
- 32 institutional investors held Ares Management (ARES) as of Q3 2016, up from 29 in Q2 2016.
- Funds reported $141M of Ares Management stock for Q3 2016, up 22% quarter-over-quarter.
- 4 funds opened new Ares Management positions in Q3 2016 and 1 closed out, a net change of +3 holders.
- The largest Ares Management buyer in Q3 2016 was Wells Fargo, an estimated $706K added.
- The largest Ares Management seller in Q3 2016 was American Century Companies, an estimated $1.89M sold.
Based on aggregated 13F filings for Q3 2016.