ARES icon

Ares Management
ARES

Overview Fund Activity

280 hedge funds and large institutions have $8.09B invested in Ares Management in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 23 closing their positions.

Holders
280
Holders Change
+39
Holders Change %
+16.18%
% of All Funds
4.89%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
64
Increased
131
Reduced
45
Closed
23
Calls
$3.38M
Puts
$5.21M
Net Calls
-$1.83M
Net Calls Change
-$8.33M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$970M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$97.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$858M
4
SMFG
4
Sumitomo Mitsui Financial Group
Japan
$850M
5
HCM
5
Hamlin Capital Management
New York
$78.1M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$1.26M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$209M
3
Ameriprise
3
Ameriprise
Minnesota
$89.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.58M
5
RA
5
Royce & Associates
New York
$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$60.8M -$11.5M -180,346 -16%
QP
27
Quilter Plc
United Kingdom
$60.3M +$4.74M +74,497 +9%
Macquarie Group
28
Macquarie Group
Australia
$58.9M +$58.7M +923,658 +31,396%
Charles Schwab
29
Charles Schwab
California
$53.5M +$7.39M +116,206 +16%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$53.1M +$2.09M +32,893 +4%
Millennium Management
31
Millennium Management
New York
$51.3M -$10.3M -161,887 -17%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$49.3M -$10.6M -167,828 -18%
Morgan Stanley
33
Morgan Stanley
New York
$46.6M +$5.85M +91,931 +14%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$42.2M +$2.86M +45,026 +7%
Northern Trust
35
Northern Trust
Illinois
$37.6M +$3.49M +54,905 +10%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$37.6M +$9.26M +145,642 +33%
Truist Financial
37
Truist Financial
North Carolina
$37.1M +$15.9M +250,531 +75%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$36.5M +$11.7M +184,105 +47%
Goldman Sachs
39
Goldman Sachs
New York
$33.8M +$3.59M +56,443 +12%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$33.2M +$4.86M +76,448 +17%
Victory Capital Management
41
Victory Capital Management
Texas
$29.9M +$2.04M +32,123 +7%
PGH
42
Partners Group Holding
Switzerland
$29.1M -$204K -3,210 -0.7%
UBS Group
43
UBS Group
Switzerland
$28.8M +$3.54M +55,620 +14%
Wells Fargo
44
Wells Fargo
California
$26.2M -$1.42M -22,402 -5%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$22.7M -$275K -4,321 -1%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$21.6M +$21.6M +340,149 New
CS
47
Credit Suisse
Switzerland
$21.5M +$1.86M +29,549 +10%
VNIM
48
Vaughan Nelson Investment Management
Texas
$21.4M -$969K -15,235 -4%
CCM
49
Callodine Capital Management
Massachusetts
$19.3M +$7.19M +113,096 +60%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$18.9M +$3.96M +62,204 +26%
1
2
3 4 5