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Ares Management
ARES

Overview Fund Activity

542 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 198 increasing their positions, 169 reducing their positions, and 43 closing their positions.

Holders
542
Holders Change
+58
Holders Change %
+11.98%
% of All Funds
7.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
106
Increased
198
Reduced
169
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$400M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$212M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$15.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.89B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$225M
4
SBH
4
Segall Bryant & Hamill
Illinois
$29.2M
5
VVP
5
Vulcan Value Partners
Alabama
$184M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
476
Rise Advisors
New York
$28.6K 240 +102 +74%
QCG
477
Quadrant Capital Group
Ohio
$25.4K 214 -39 -15%
FFA
478
Fairfield Financial Advisors
Massachusetts
$24.5K 206 +2 +1%
CP
479
Castleview Partners
Texas
$23.2K 195 – –
CFO
480
CVA Family Office
Colorado
$23.2K 195 +195 New
WOC
481
West Oak Capital
California
$18K 150 – –
AF
482
Advisornet Financial
Minnesota
$17.6K 148 -57 -28%
BCWM
483
Bartlett & Co Wealth Management
Ohio
$17.5K 145 +145 New
BC
484
Bartlett & Co
Ohio
$17K 145 +145 New
CA
485
Clearstead Advisors
Ohio
$16.6K 140 +60 +75%
C
486
Covestor
United Kingdom
$16K 132 -71 -35%
Fifth Third Bancorp
487
Fifth Third Bancorp
Ohio
$15.9K 134 -90 -40%
HNB
488
Huntington National Bank
Ohio
$15.6K 131 -8 -6%
RIM
489
Rakuten Investment Management
Japan
$14K 117 +117 New
SIS
490
Sound Income Strategies
Florida
$13.9K 117 – –
GFPC
491
Global Financial Private Client
Florida
$13.7K 115 – –
WIM
492
Westside Investment Management
California
$11.9K 100 – –
PI
493
PEAK6 Investments
Illinois
$11.9K 100 +100 New
GWS
494
Glassman Wealth Services
Virginia
$9.04K 76 – –
WIA
495
Wetzel Investment Advisors
Indiana
$9K 77 +77 New
TSWM
496
Tyler-Stone Wealth Management
Ohio
$8.92K 75 – –
ASN
497
Advisory Services Network
Georgia
$8.73K 73 +73 New
ME
498
McIlrath & Eck
Washington
$8.68K 73 +73 New
HFM
499
Harvest Fund Management
China
$8K 64 -68 -52%
OLVIG
500
Oliver Lagore Vanvalin Investment Group
Michigan
$7.14K 60 +24 +67%
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