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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 %
CI Investments Inc
501
CI Investments Inc
Ontario, Canada
$92K +$16K +120 +21%
QC
502
Quent Capital
New York
$92K – – –
UB
503
UMB Bank
Missouri
$86.6K – – –
HIA
504
Harbor Investment Advisory
Maryland
$86.5K +$267 +2 +0.3%
HPC
505
HM Payson & Co
Maine
$80K – – –
LFG
506
Larson Financial Group
Missouri
$80K +$80K +600 New
ATPW
507
Ashton Thomas Private Wealth
Arizona
$78K +$78K +585 New
KHC
508
Koesten Hirschmann & Crabtree
Kansas
$69.8K – – –
DI
509
DAGCO Inc
Ohio
$66.6K – – –
WTC
510
WhitTier Trust Company
Nevada
$61.6K – – –
Acadian Asset Management
511
Acadian Asset Management
Massachusetts
$61K – – –
HI
512
Harbour Investments
Wisconsin
$59.8K -$2.93K -22 -5%
PFBT
513
Parkside Financial Bank & Trust
Missouri
$58.9K +$2.13K +16 +4%
PI
514
PEAK6 Investments
Illinois
$56.6K +$56.6K +425 New
SIC
515
Salem Investment Counselors
North Carolina
$55.3K – – –
HNB
516
Huntington National Bank
Ohio
$55.3K +$19.5K +146 +54%
LC
517
Lindbrook Capital
California
$55K +$10.1K +76 +23%
BF
518
BOK Financial
Oklahoma
$54.2K -$4.27K -32 -7%
KFI
519
Key Financial Inc
Pennsylvania
$53.3K +$53.3K +400 New
Simplex Trading
520
Simplex Trading
Illinois
$49K -$741K -5,595 -94%
FNWA
521
Financial Network Wealth Advisors
Utah
$46.8K +$46.8K +350 New
WOC
522
West Oak Capital
California
$46.6K +$13.3K +100 +40%
PMFA
523
Plante Moran Financial Advisors
Michigan
$46.6K +$46.6K +350 New
WBC
524
Westpac Banking Corp
Australia
$44.2K -$2.49M -18,674 -98%
IWA
525
IBEX Wealth Advisors
New Jersey
$43.7K +$43.7K +328 New
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