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Ares Management
ARES

548 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 199 increasing their positions, 170 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 170

14% more capital invested

Capital invested by funds: $16.7B → $19.1B (+$2.39B)

12% more funds holding

Funds holding: 488 → 548 (+60)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

0.43% more ownership

Funds ownership: 86.13% → 86.55% (+0.43%)

23% less call options, than puts

Call options by funds: $36.4M | Put options by funds: $47.5M

Holders
548
Holders Change
+60
Holders Change %
+12.3%
% of All Funds
7.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
108
Increased
199
Reduced
170
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$326M
2
Morgan Stanley
Morgan Stanley
New York
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M
4
JP Morgan Chase
JP Morgan Chase
New York
+$100M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$94.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$270M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
4
SBH
Segall Bryant & Hamill
Illinois
-$92.1M
5
VVP
Vulcan Value Partners
Alabama
-$49.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Hamlin Capital Management
New York
$158M -$3.54M -32,584 -2%
N
27
Nuveen
North Carolina
$153M -$451K -4,157 -0.3%
Corient Private Wealth
28
Corient Private Wealth
Florida
$149M +$93.1M +857,245 +216%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$122M -$11.9M -110,038 -10%
Goldman Sachs
30
Goldman Sachs
New York
$116M +$30M +275,880 +40%
KI
31
Keystone Investors
Singapore
$111M +$46.7M +429,953 +85%
AllianceBernstein
32
AllianceBernstein
Tennessee
$104M -$11.3M -104,293 -11%
Northern Trust
33
Northern Trust
Illinois
$102M -$6.97M -64,169 -7%
PCM
34
Peregrine Capital Management
Minnesota
$101M -$3.53M -32,505 -4%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$83.2M +$65M +598,947 +594%
PL
36
Perpetual Ltd
Australia
$80.8M +$821K +7,561 +1%
QP
37
Quilter Plc
United Kingdom
$79M -$6.56M -60,415 -8%
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$78.4M -$7.43M -68,450 -9%
Truist Financial
39
Truist Financial
North Carolina
$76.8M -$3.17M -29,221 -4%
Federated Hermes
40
Federated Hermes
Pennsylvania
$74.3M – – –
Charles Schwab
41
Charles Schwab
California
$72.3M +$3.76M +34,594 +6%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$67.8M +$20.1M +185,419 +48%
JCM
43
Junto Capital Management
New York
$63.5M -$13.6M -125,069 -19%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$60.6M +$427K +3,930 +0.8%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$60.3M +$11M +101,689 +25%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$58.6M +$531K +4,891 +1%
Legal & General Group
47
Legal & General Group
United Kingdom
$53.3M +$1.14M +10,492 +2%
Barclays
48
Barclays
United Kingdom
$52.9M +$11.6M +106,601 +31%
UBS AM
49
UBS AM
Illinois
$51.5M +$2.09M +19,281 +5%
Fidelity International
50
Fidelity International
Bermuda
$50.4M -$10M -92,401 -18%
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ARES Hedge Fund Activity: Q4 2023 in Review

548 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q4 2023, worth a combined $19.1B — up 14% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new ARES positions and 43 closed out — a net gain of 65 holders — while 199 added to existing stakes and 170 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $326M. The largest seller was Millennium Management, cutting an estimated $270M.

  • 548 institutional investors held Ares Management (ARES) as of Q4 2023, up from 488 in Q3 2023.
  • Funds reported $19.1B of Ares Management stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Ares Management positions in Q4 2023 and 43 closed out, a net change of +65 holders.
  • The largest Ares Management buyer in Q4 2023 was T. Rowe Price Associates, an estimated $326M added.
  • The largest Ares Management seller in Q4 2023 was Millennium Management, an estimated $270M sold.

Based on aggregated 13F filings for Q4 2023.