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Ares Management

241 hedge funds and large institutions have $6.34B invested in Ares Management in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $8M | Put options by funds: $1.5M

26% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 76

21% more capital invested

Capital invested by funds: $5.26B → $6.34B (+$1.08B)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0% more funds holding

Funds holding: 241241 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.98% less ownership

Funds ownership: 77.7%75.72% (-2%)

Holders
241
Holders Change
Holders Change %
0%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
96
Reduced
76
Closed
31
Calls
$8M
Puts
$1.5M
Net Calls
+$6.5M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
26
1832 Asset Management
Ontario, Canada
$50.6M -$9.76M -194,126 -17%
QP
27
Quilter Plc
United Kingdom
$49M +$3.56M +70,742 +9%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$44.9M +$87.8K +1,745 +0.2%
WRF
29
Waddell & Reed Financial
Kansas
$43.5M +$4.18M +83,193 +12%
Charles Schwab
30
Charles Schwab
California
$40.6M +$3.41M +67,831 +10%
Brown Advisory
31
Brown Advisory
Maryland
$36.4M -$33.5M -665,555 -51%
Morgan Stanley
32
Morgan Stanley
New York
$35.9M +$1.89M +37,522 +6%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$34.7M +$11.4M +227,383 +58%
Northern Trust
34
Northern Trust
Illinois
$30.1M +$441K +8,775 +2%
Goldman Sachs
35
Goldman Sachs
New York
$26.6M -$2.35M -46,776 -9%
Citadel Advisors
36
Citadel Advisors
Florida
$26.1M +$13.8M +274,096 +143%
PGH
37
Partners Group Holding
Switzerland
$25.8M +$140K +2,775 +0.6%
N
38
Nuveen
North Carolina
$25M -$1.87M -37,215 -8%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$25M -$1.25M -24,922 -5%
Victory Capital Management
40
Victory Capital Management
Texas
$24.5M +$5.83M +115,893 +36%
Wells Fargo
41
Wells Fargo
California
$24.3M +$2.32M +46,046 +12%
UBS Group
42
UBS Group
Switzerland
$22.2M +$1.86M +36,955 +10%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$21.8M -$2.33M -46,261 -11%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$20.2M +$168K +3,337 +0.9%
WHG
45
Westwood Holdings Group
Texas
$20M +$5.12M +101,788 +40%
VNIM
46
Vaughan Nelson Investment Management
Texas
$19.7M -$261K -5,198 -1%
Truist Financial
47
Truist Financial
North Carolina
$18.6M +$14.4M +286,330 +622%
CS
48
Credit Suisse
Switzerland
$17.4M -$598K -11,888 -4%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$15.5M +$469K +9,316 +3%
BCIM
50
British Columbia Investment Management
British Columbia, Canada
$14.9M +$13.4M +266,365 New