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Ares Management

604 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 202 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $19.1B → $21.5B (+$2.4B)

10% more funds holding

Funds holding: 548604 (+56)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 211

1.35% less ownership

Funds ownership: 86.55%85.2% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

69% less call options, than puts

Call options by funds: $98M | Put options by funds: $316M

Holders
604
Holders Change
+56
Holders Change %
+10.22%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
113
Increased
202
Reduced
211
Closed
49
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
501
Loomis, Sayles & Company
Massachusetts
$97K -$5.88K -46 -6%
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$96.5K +$75.6K +592 +442%
CH
503
Canton Hathaway
Rhode Island
$93K
QC
504
Quent Capital
New York
$91.8K
UB
505
UMB Bank
Missouri
$86.4K
HIA
506
Harbor Investment Advisory
Maryland
$86K
AWM
507
Avior Wealth Management
Nebraska
$82.6K +$79.2K +620 New
HPC
508
HM Payson & Co
Maine
$79.8K +$76.6K +600 New
CI Investments Inc
509
CI Investments Inc
Ontario, Canada
$76K -$186K -1,455 -72%
KHC
510
Koesten Hirschmann & Crabtree
Kansas
$69.8K
DI
511
DAGCO Inc
Ohio
$66.5K +$63.9K +500 New
AF
512
Allworth Financial
California
$64.4K +$1.15K +9 +2%
HI
513
Harbour Investments
Wisconsin
$62.6K -$1.02K -8 -2%
WTC
514
WhitTier Trust Company
Nevada
$61.4K +$24.3K +190 +70%
Acadian Asset Management
515
Acadian Asset Management
Massachusetts
$61K
QL
516
Quarry LP
New York
$60K +$57.6K +451 New
BF
517
BOK Financial
Oklahoma
$58.1K +$3.07K +24 +6%
PFBT
518
Parkside Financial Bank & Trust
Missouri
$56.7K +$6.26K +49 +13%
SIC
519
Salem Investment Counselors
North Carolina
$55.2K
EC
520
EntryPoint Capital
New York
$53.9K +$51.7K +405 New
LC
521
Lindbrook Capital
California
$44.8K +$2.43K +19 +6%
KFS
522
Kelly Financial Services
Massachusetts
$43.4K +$41.6K +326 New
HFM
523
Hartford Financial Management
Connecticut
$39.9K +$2.56K +20 +7%
LS
524
Livforsakringsbolaget Skandia
Sweden
$39.9K
NRG
525
Nemes Rush Group
Michigan
$39.6K +$38.1K +298 New