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Ares Management

604 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 202 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $19.1B → $21.5B (+$2.4B)

10% more funds holding

Funds holding: 548604 (+56)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 211

1.35% less ownership

Funds ownership: 86.55%85.2% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

69% less call options, than puts

Call options by funds: $98M | Put options by funds: $316M

Holders
604
Holders Change
+56
Holders Change %
+10.22%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
113
Increased
202
Reduced
211
Closed
49
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$165M -$2.08M -16,274 -1%
HCM
27
Hamlin Capital Management
New York
$156M -$20.6M -161,332 -12%
N
28
Nuveen
North Carolina
$141M -$28.6M -223,886 -17%
EAM
29
Eagle Asset Management
Florida
$136M +$131M +1,027,113 New
Northern Trust
30
Northern Trust
Illinois
$123M +$7.97M +62,403 +7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$118M -$17.4M -136,093 -13%
PCM
32
Peregrine Capital Management
Minnesota
$112M -$1.78M -13,912 -2%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$111M +$17.2M +134,842 +19%
Legal & General Group
34
Legal & General Group
United Kingdom
$97.3M +$36.2M +283,453 +63%
Goldman Sachs
35
Goldman Sachs
New York
$93.2M -$34.8M -272,356 -28%
Westfield Capital Management
36
Westfield Capital Management
Massachusetts
$86.3M -$1.24M -9,685 -1%
QP
37
Quilter Plc
United Kingdom
$85.3M -$2.25M -17,582 -3%
PL
38
Perpetual Ltd
Australia
$84.4M -$5.65M -44,200 -7%
Federated Hermes
39
Federated Hermes
Pennsylvania
$83.1M
Charles Schwab
40
Charles Schwab
California
$81.4M +$541K +4,232 +0.7%
Truist Financial
41
Truist Financial
North Carolina
$80.6M -$5.06M -39,619 -6%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$76.2M +$59.9M +468,921 +450%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$75.5M +$7.46M +58,400 +11%
UBS Group
44
UBS Group
Switzerland
$62.6M +$11M +86,007 +22%
JCM
45
Junto Capital Management
New York
$59.8M -$10.8M -84,743 -16%
UBS AM
46
UBS AM
Illinois
$59.3M +$1.65M +12,943 +3%
Barclays
47
Barclays
United Kingdom
$57.3M -$1.86M -14,528 -3%
KI
48
Keystone Investors
Singapore
$56M -$65.5M -513,035 -55%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$52.8M +$7.62M +59,668 +18%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$52.6M +$1.36M +10,639 +3%