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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
RA
526
Rise Advisors
New York
$39.1K +$6.9K +54 +23%
SVCP
527
Silicon Valley Capital Partners
California
$38.9K
CT
528
Caldwell Trust
Florida
$37.9K
AT
529
Arlington Trust
Alabama
$37.6K
JSAM
530
J. Safra Asset Management
New York
$37K +$31.2K +244 +718%
HNB
531
Huntington National Bank
Ohio
$35.8K +$17.6K +138 +105%
HCM
532
Hollencrest Capital Management
California
$34.8K
GRP
533
Global Retirement Partners
California
$34.8K +$28.4K +222 +555%
CT
534
Cambridge Trust
Massachusetts
$33.2K
WOC
535
West Oak Capital
California
$33K +$12.8K +100 +67%
AGWCA
536
Annis Gardner Whiting Capital Advisors
Florida
$29.7K +$28.4K +222 New
GKIM
537
GW&K Investment Management
Massachusetts
$29K +$20.4K +160 +267%
RTC
538
Riverview Trust Company
Washington
$29K +$27.8K +218 New
CWM
539
Compass Wealth Management
Connecticut
$27.9K +$26.8K +210 New
QCG
540
Quadrant Capital Group
Ohio
$27.3K -$1.15K -9 -4%
PTC
541
Private Trust Company
Ohio
$27.1K +$23.1K +181 +787%
HCP
542
Hexagon Capital Partners
Arkansas
$26.1K -$11.2K -88 -31%
CP
543
Castleview Partners
Texas
$25.9K
CFO
544
CVA Family Office
Colorado
$25.9K
ME
545
McIlrath & Eck
Washington
$24.1K +$13.8K +108 +148%
RS
546
Rakuten Securities
Japan
$23.3K +$22.2K +174 +17,400%
AF
547
Advisornet Financial
Minnesota
$20.3K +$639 +5 +3%
BCWM
548
Bartlett & Co Wealth Management
Ohio
$19.3K
SAM
549
Smartleaf Asset Management
Massachusetts
$18.5K +$17.6K +138 New
C
550
Covestor
United Kingdom
$17K -$128 -1 -0.8%