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Ares Management
ARES

Overview Fund Activity

609 hedge funds and large institutions have $23.3B invested in Ares Management in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 252 increasing their positions, 187 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+10
Holders Change %
+1.67%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
87
Increased
252
Reduced
187
Closed
69
Calls
$31.8M
Puts
$23.4M
Net Calls
+$8.4M
Net Calls Change
+$227M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
2
LI
LRI Investments
Florida
$376M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$674M
4
LPC
Lone Pine Capital
Connecticut
$210M
5
Millennium Management
Millennium Management
New York
$232M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
2
Boston Partners
Boston Partners
Massachusetts
$151M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$831M
4
HCM
HMI Capital Management
California
$116M
5
Capital World Investors
Capital World Investors
California
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
476
OneDigital Investment Advisors
Kansas
$217K +$217K +1,630 New
AP
477
Americana Partners
Texas
$215K +$14.4K +108 +7%
CSPIA
478
Cary Street Partners Investment Advisory
Virginia
$213K +$213K +1,595 New
S
479
SignatureFD
Georgia
$209K +$54.6K +410 +35%
MC
480
Machina Capital
France
$202K -$592K -4,441 -75%
IAN
481
Integrated Advisors Network
Texas
$201K +$201K +1,509 New
EWP
482
Elevation Wealth Partners
California
$170K – – –
OAM
483
Ostrum Asset Management
France
$168K -$13.2K -99 -7%
WPA
484
West Paces Advisors
Georgia
$160K – – –
Nisa Investment Advisors
485
Nisa Investment Advisors
Missouri
$149K – – –
HFM
486
Harvest Fund Management
China
$148K -$102K -761 -41%
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$144K +$3.6K +27 +3%
FHA
488
First Horizon Advisors
Tennessee
$143K +$14K +105 +11%
LWANC
489
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K – – –
Mirae Asset Global ETFs Holdings
490
Mirae Asset Global ETFs Holdings
Hong Kong
$140K +$140K +1,049 New
NS
491
NBC Securities
Alabama
$133K – – –
CAM
492
Creekmur Asset Management
Illinois
$125K +$800 +6 +0.6%
NRG
493
Nemes Rush Group
Michigan
$116K +$76.1K +571 +192%
JSAM
494
J. Safra Asset Management
New York
$108K +$71.3K +535 +192%
QL
495
Quarry LP
New York
$107K +$47.3K +355 +79%
C
496
Covestor
United Kingdom
$106K +$88.5K +662 +505%
AF
497
Allworth Financial
California
$103K +$31.5K +214 +44%
Loomis, Sayles & Company
498
Loomis, Sayles & Company
Massachusetts
$100K +$2.94K +22 +3%
Walleye Trading
499
Walleye Trading
New York
$94.1K -$909K -6,819 -91%
CH
500
Canton Hathaway
Rhode Island
$93K – – –
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