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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 %
GKIM
501
GW&K Investment Management
Massachusetts
$7K 60 – –
ADL
502
Asset Dedication LLC
California
$7K 55 +55 New
HT
503
Headlands Technologies
Illinois
$6.54K 55 -383 -87%
CFB
504
Cullen/Frost Bankers
Texas
$6.42K 54 +54 New
PB
505
Pinnacle Bancorp
Nebraska
$6.18K 52 +52 New
POIA
506
Pin Oak Investment Advisors
Texas
$6K 50 – –
EBA
507
Eagle Bay Advisors
New York
$5.95K 50 -7 -12%
JWA
508
JFS Wealth Advisors
Pennsylvania
$5.95K 50 +2 +4%
CAL
509
Capital Advisors Ltd
Ohio
$5K 39 – –
VNA
510
Valley National Advisers
Pennsylvania
$5K 45 +15 +50%
FCA
511
FinTrust Capital Advisors
South Carolina
$4.84K 41 – –
GRP
512
Global Retirement Partners
California
$4.68K 40 +38 +1,900%
JSAM
513
J. Safra Asset Management
New York
$4.04K 34 +34 New
BIA
514
Bell Investment Advisors
California
$3.69K 31 -2 -6%
KI
515
Kapitalo Investimentos
Brazil
$3.69K 31 +31 New
GI
516
GAMMA Investing
California
$3.28K 27 +27 New
BTI
517
Blue Trust Inc
Georgia
$3K 26 +26 New
PTC
518
Private Trust Company
Ohio
$2.74K 23 – –
RCM
519
Raleigh Capital Management
North Carolina
$2.7K 23 +15 +188%
CTC
520
Central Trust Company
Missouri
$2.62K 22 – –
AWM
521
Abound Wealth Management
Tennessee
$1.79K 15 +13 +650%
RIL
522
Rothschild Investment LLC
Illinois
$1.78K 15 +15 New
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$1.31K 11 +11 New
DF
524
Dunhill Financial
United Kingdom
$1.19K 10 +10 New
Lazard Asset Management
525
Lazard Asset Management
New York
$1K 10 – –
19 20
21
22 23