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Ares Management

241 hedge funds and large institutions have $5.26B invested in Ares Management in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

69% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $3.07M

40% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 68

18% more capital invested

Capital invested by funds: $4.45B → $5.26B (+$809M)

14% more funds holding

Funds holding: 212241 (+29)

0.54% more ownership

Funds ownership: 77.17%77.7% (+0.54%)

Holders
241
Holders Change
+29
Holders Change %
+13.68%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
44
Increased
95
Reduced
68
Closed
14
Calls
$5.17M
Puts
$3.07M
Net Calls
+$2.11M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
26
Jennison Associates
New York
$41.4M -$2.1M -46,478 -5%
QP
27
Quilter Plc
United Kingdom
$37.8M +$863K +19,081 +2%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$37.6M +$4.3M +95,088 +13%
WRF
29
Waddell & Reed Financial
Kansas
$32.6M +$2.62M +58,013 +9%
Charles Schwab
30
Charles Schwab
California
$30.9M -$97.7K -2,159 -0.3%
Morgan Stanley
31
Morgan Stanley
New York
$28.4M +$4.12M +91,154 +18%
JCM
32
Junto Capital Management
New York
$27.8M -$25.8M -570,981 -49%
Northern Trust
33
Northern Trust
Illinois
$24.9M -$277K -6,126 -1%
Goldman Sachs
34
Goldman Sachs
New York
$24.5M -$11.2M -246,890 -32%
N
35
Nuveen
North Carolina
$22.7M +$5.79M +127,923 +36%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$22.2M +$3.54M +78,336 +20%
PGH
37
Partners Group Holding
Switzerland
$21.5M +$1.41M +31,255 +7%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$20.5M +$526K +11,627 +3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$18.4M +$4.01M +88,563 +29%
Wells Fargo
40
Wells Fargo
California
$18.3M -$2.11M -46,697 -11%
UBS Group
41
UBS Group
Switzerland
$16.9M +$2.1M +46,421 +15%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$16.8M -$987K -21,818 -6%
VNIM
43
Vaughan Nelson Investment Management
Texas
$16.8M -$369K -8,147 -2%
CS
44
Credit Suisse
Switzerland
$15.2M +$731K +16,154 +5%
Victory Capital Management
45
Victory Capital Management
Texas
$15.1M +$1.06M +23,326 +8%
PC
46
PM Capital
Australia
$13.6M -$8.41M -186,000 -39%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$13.4M +$1.09M +24,172 +9%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$12.6M +$974K +21,526 +9%
WHG
49
Westwood Holdings Group
Texas
$12M -$5.96M -131,795 -34%
Swiss National Bank
50
Swiss National Bank
Switzerland
$11.4M +$801K +17,700 +8%