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Ares Management
ARES

548 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 199 increasing their positions, 170 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 170

14% more capital invested

Capital invested by funds: $16.7B → $19.1B (+$2.39B)

12% more funds holding

Funds holding: 488 → 548 (+60)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

0.43% more ownership

Funds ownership: 86.13% → 86.55% (+0.43%)

23% less call options, than puts

Call options by funds: $36.4M | Put options by funds: $47.5M

Holders
548
Holders Change
+60
Holders Change %
+12.3%
% of All Funds
7.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
108
Increased
199
Reduced
170
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$326M
2
Morgan Stanley
Morgan Stanley
New York
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M
4
JP Morgan Chase
JP Morgan Chase
New York
+$100M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$94.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$270M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
4
SBH
Segall Bryant & Hamill
Illinois
-$92.1M
5
VVP
Vulcan Value Partners
Alabama
-$49.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
526
Central Trust Company
Missouri
$2.62K – – –
AWM
527
Abound Wealth Management
Tennessee
$1.79K +$1.41K +13 +650%
RIL
528
Rothschild Investment LLC
Illinois
$1.78K +$1.63K +15 New
DPW
529
DiNuzzo Private Wealth
Pennsylvania
$1.31K +$1.19K +11 New
DF
530
Dunhill Financial
United Kingdom
$1.19K +$1.09K +10 New
Lazard Asset Management
531
Lazard Asset Management
New York
$1K – – –
PCM
532
Penserra Capital Management
California
$1K – – –
TFGT
533
TS Financial Group (TSFG)
Illinois
$1K – – –
AW
534
Avion Wealth
Texas
$1K +$543 +5 +100%
HDIM
535
Hanson & Doremus Investment Management
Vermont
$1K +$869 +8 New
DFA
536
DHJJ Financial Advisors
Illinois
$952 – – –
LF
537
Lee Financial
Texas
$952 – – –
CAS
538
Coppell Advisory Solutions
Texas
$951 +$869 +8 New
SIC
539
SJS Investment Consulting
Ohio
$833 – – –
PWMG
540
Private Wealth Management Group
New Jersey
$833 +$760 +7 New
FG
541
Fairman Group
Pennsylvania
$832 +$760 +7 New
PWA
542
Provenance Wealth Advisors
Florida
$714 – – –
VCM
543
Versant Capital Management
Arizona
$714 +$651 +6 New
WWM
544
Wolff Wiese Magana
California
$595 – – –
MCM
545
Manchester Capital Management
Vermont
$476 – – –
TWP
546
TFO Wealth Partners
Ohio
$119 – – –
MCM
547
MV Capital Management
Maryland
$119 +$109 +1 New
RS
548
Rakuten Securities
Japan
$119 +$109 +1 New
Hudson Bay Capital Management
549
Hudson Bay Capital Management
Connecticut
– -$13.6M -125,000 Closed
CCM
550
Cinctive Capital Management
New York
– -$8.39M -81,574 Closed
20 21
22
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ARES Hedge Fund Activity: Q4 2023 in Review

548 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q4 2023, worth a combined $19.1B — up 14% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new ARES positions and 43 closed out — a net gain of 65 holders — while 199 added to existing stakes and 170 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $326M. The largest seller was Millennium Management, cutting an estimated $270M.

  • 548 institutional investors held Ares Management (ARES) as of Q4 2023, up from 488 in Q3 2023.
  • Funds reported $19.1B of Ares Management stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Ares Management positions in Q4 2023 and 43 closed out, a net change of +65 holders.
  • The largest Ares Management buyer in Q4 2023 was T. Rowe Price Associates, an estimated $326M added.
  • The largest Ares Management seller in Q4 2023 was Millennium Management, an estimated $270M sold.

Based on aggregated 13F filings for Q4 2023.