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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
CI
476
Cigna Investments
Connecticut
$232K +$128 +1 +0.1%
CCM
477
Coldstream Capital Management
Washington
$232K -$6.51K -51 -3%
OAM
478
Oxford Asset Management
United Kingdom
$228K +$219K +1,714 New
PA
479
Parallel Advisors
California
$225K +$15.2K +119 +8%
EWA
480
EverSource Wealth Advisors
Alabama
$223K -$22.7K -178 -10%
BBW
481
Blue Barn Wealth
Utah
$222K -$40.4K -316 -16%
FTWA
482
Fifth Third Wealth Advisors
Ohio
$221K +$212K +1,659 New
QCM
483
QRG Capital Management
Illinois
$217K -$25.7K -201 -11%
XT
484
XTX Topco
Cayman Islands
$217K +$208K +1,631 New
SP
485
Symmetry Partners
Connecticut
$214K +$205K +1,608 New
BPA
486
Beacon Pointe Advisors
California
$202K +$194K +1,520 New
AP
487
Americana Partners
Texas
$200K +$192K +1,505 New
TSMHT
488
Thurston Springer Miller Herd & Titak
Indiana
$199K +$192K +1,500 New
RIM
489
Rakuten Investment Management
Japan
$192K +$170K +1,328 +1,135%
OAM
490
Ostrum Asset Management
France
$181K
EWP
491
Elevation Wealth Partners
California
$170K +$39.2K +307 +32%
WPA
492
West Paces Advisors
Georgia
$159K
S
493
SignatureFD
Georgia
$154K +$5.49K +43 +4%
VWM
494
Venturi Wealth Management
Texas
$152K -$4.85K -38 -3%
Nisa Investment Advisors
495
Nisa Investment Advisors
Missouri
$149K -$1.43M -11,168 -91%
LWANC
496
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K +$135K +1,054 New
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$140K +$894 +7 +0.7%
NS
498
NBC Securities
Alabama
$132K
FHA
499
First Horizon Advisors
Tennessee
$129K -$49.6K -388 -29%
CAM
500
Creekmur Asset Management
Illinois
$124K +$894 +7 +0.8%