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Ares Management
ARES

Overview Fund Activity

599 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 201 increasing their positions, 210 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+57
Holders Change %
+10.52%
% of All Funds
8.68%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
112
Increased
201
Reduced
210
Closed
48
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$424M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$224M
3
EAM
Eagle Asset Management
Florida
+$136M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.4M
5
Norges Bank
Norges Bank
Norway
+$60.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$209M
2
Boston Partners
Boston Partners
Massachusetts
-$126M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$78.1M
4
KI
Keystone Investors
Singapore
-$68.2M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
476
EverSource Wealth Advisors
Alabama
$223K -$23.7K -178 -10%
BBW
477
Blue Barn Wealth
Utah
$222K -$42K -316 -16%
FTWA
478
Fifth Third Wealth Advisors
Ohio
$221K +$221K +1,659 New
QCM
479
QRG Capital Management
Illinois
$217K -$26.7K -201 -11%
XT
480
XTX Topco
Cayman Islands
$217K +$217K +1,631 New
SP
481
Symmetry Partners
Connecticut
$214K +$214K +1,608 New
BPA
482
Beacon Pointe Advisors
California
$202K +$202K +1,520 New
AP
483
Americana Partners
Texas
$200K +$200K +1,505 New
TSMHT
484
Thurston Springer Miller Herd & Titak
Indiana
$199K +$199K +1,500 New
RIM
485
Rakuten Investment Management
Japan
$192K +$177K +1,328 +1,135%
OAM
486
Ostrum Asset Management
France
$181K – – –
EWP
487
Elevation Wealth Partners
California
$170K +$40.8K +307 +32%
WPA
488
West Paces Advisors
Georgia
$159K – – –
S
489
SignatureFD
Georgia
$154K +$5.72K +43 +4%
VWM
490
Venturi Wealth Management
Texas
$152K -$5.05K -38 -3%
Nisa Investment Advisors
491
Nisa Investment Advisors
Missouri
$149K -$1.49M -11,168 -91%
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K +$140K +1,054 New
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$140K +$931 +7 +0.7%
NS
494
NBC Securities
Alabama
$132K – – –
FHA
495
First Horizon Advisors
Tennessee
$129K -$51.6K -388 -29%
CAM
496
Creekmur Asset Management
Illinois
$124K +$931 +7 +0.8%
Loomis, Sayles & Company
497
Loomis, Sayles & Company
Massachusetts
$97K -$6.14K -46 -6%
Fifth Third Bancorp
498
Fifth Third Bancorp
Ohio
$96.5K +$78.7K +592 +442%
CH
499
Canton Hathaway
Rhode Island
$93K – – –
QC
500
Quent Capital
New York
$91.8K – – –
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