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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
$2.33B
3
EAM
Eagle Asset Management
Florida
$136M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$76.2M
5
Norges Bank
Norges Bank
Norway
$291M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$238M
2
Boston Partners
Boston Partners
Massachusetts
$261M
3
AllianceBernstein
AllianceBernstein
Tennessee
$38.4M
4
KI
Keystone Investors
Singapore
$56M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
501
UMB Bank
Missouri
$86.4K – – –
HIA
502
Harbor Investment Advisory
Maryland
$86K – – –
AWM
503
Avior Wealth Management
Nebraska
$82.6K +$82.6K +620 New
HPC
504
HM Payson & Co
Maine
$79.8K +$79.8K +600 New
CI Investments Inc
505
CI Investments Inc
Ontario, Canada
$76K -$194K -1,455 -72%
KHC
506
Koesten Hirschmann & Crabtree
Kansas
$69.8K – – –
DI
507
DAGCO Inc
Ohio
$66.5K +$66.5K +500 New
AF
508
Allworth Financial
California
$64.4K +$1.2K +9 +2%
HI
509
Harbour Investments
Wisconsin
$62.6K -$1.06K -8 -2%
WTC
510
WhitTier Trust Company
Nevada
$61.4K +$25.3K +190 +70%
Acadian Asset Management
511
Acadian Asset Management
Massachusetts
$61K – – –
QL
512
Quarry LP
New York
$60K +$60K +451 New
BF
513
BOK Financial
Oklahoma
$58.1K +$3.18K +24 +6%
PFBT
514
Parkside Financial Bank & Trust
Missouri
$56.7K +$6.52K +49 +13%
SIC
515
Salem Investment Counselors
North Carolina
$55.2K – – –
EC
516
EntryPoint Capital
New York
$53.9K +$53.9K +405 New
LC
517
Lindbrook Capital
California
$44.8K +$2.53K +19 +6%
KFS
518
Kelly Financial Services
Massachusetts
$43.4K +$43.4K +326 New
HFM
519
Hartford Financial Management
Connecticut
$39.9K +$2.66K +20 +7%
LS
520
Livforsakringsbolaget Skandia
Sweden
$39.9K – – –
NRG
521
Nemes Rush Group
Michigan
$39.6K +$39.6K +298 New
RA
522
Rise Advisors
New York
$39.1K +$7.19K +54 +23%
SVCP
523
Silicon Valley Capital Partners
California
$38.9K – – –
AT
524
Arlington Trust
Alabama
$37.6K – – –
JSAM
525
J. Safra Asset Management
New York
$37K +$32.4K +244 +718%
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