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Ares Management
ARES

Overview Fund Activity

651 hedge funds and large institutions have $27.4B invested in Ares Management in 2024 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 265 increasing their positions, 182 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+42
Holders Change %
+6.9%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
114
Increased
265
Reduced
182
Closed
67
Calls
$50.6M
Puts
$55.4M
Net Calls
-$4.82M
Net Calls Change
-$13.2M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$517M
2
ClearBridge Investments
ClearBridge Investments
New York
+$153M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
Artisan Partners
Artisan Partners
Wisconsin
+$122M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$247M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$235M
3
HCM
HMI Capital Management
California
-$86.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$85M
5
VVP
Vulcan Value Partners
Alabama
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCFG
476
New Century Financial Group
New Jersey
$248K +$248K +1,591 New
HWM
477
HB Wealth Management
Georgia
$248K +$248K +1,589 New
MCM
478
MAI Capital Management
Ohio
$246K +$246K +1,578 New
OIA
479
OneDigital Investment Advisors
Kansas
$245K -$8.88K -57 -3%
NAS
480
Nicolet Advisory Services
Wisconsin
$244K +$244K +1,554 New
IAN
481
Integrated Advisors Network
Texas
$240K +$4.83K +31 +2%
NEI
482
Northwest & Ethical Investments
Ontario, Canada
$238K +$238K +1,525 New
WPC
483
Wedmont Private Capital
Pennsylvania
$237K +$237K +1,474 New
BPA
484
Beacon Pointe Advisors
California
$236K +$236K +1,513 New
RWB
485
RMR Wealth Builders
New Jersey
$234K +$234K +1,504 New
VCM
486
Virtue Capital Management
Tennessee
$234K +$234K +1,504 New
LS
487
Livforsakringsbolaget Skandia
Sweden
$234K +$187K +1,200 +400%
CGH
488
Crossmark Global Holdings
Texas
$232K +$232K +1,490 New
PI
489
PFG Investments
New York
$228K +$228K +1,466 New
WLPWM
490
Walled Lake Planning & Wealth Management
Illinois
$227K +$227K +1,457 New
WFP
491
Wrenne Financial Planning
Kentucky
$226K +$226K +1,449 New
FFM
492
Forum Financial Management
Illinois
$224K +$224K +1,440 New
IAG
493
Investmark Advisory Group
Connecticut
$223K +$223K +1,431 New
KWM
494
Kingsview Wealth Management
Oregon
$221K +$221K +1,418 New
LSA
495
Lion Street Advisors
Texas
$217K +$217K +1,390 New
MIS
496
Morningstar Investment Services
Illinois
$213K +$213K +1,356 New
EW
497
Evoke Wealth
California
$213K +$213K +1,365 New
TSS
498
Two Sigma Securities
New York
$212K +$212K +1,359 New
PWP
499
Phillips Wealth Planners
Mississippi
$209K +$209K +1,281 New
DS
500
DRW Securities
Illinois
$208K -$760K -4,879 -78%
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