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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 %
HNB
526
Huntington National Bank
Ohio
$35.8K +$18.4K +138 +105%
HCM
527
Hollencrest Capital Management
California
$34.8K – – –
GRP
528
Global Retirement Partners
California
$34.8K +$29.5K +222 +555%
CT
529
Cambridge Trust
Massachusetts
$33.2K – – –
WOC
530
West Oak Capital
California
$33K +$13.2K +100 +67%
AGWCA
531
Annis Gardner Whiting Capital Advisors
Florida
$29.7K +$29.7K +222 New
GKIM
532
GW&K Investment Management
Massachusetts
$29K +$21.1K +160 +267%
RTC
533
Riverview Trust Company
Washington
$29K +$29K +218 New
CWM
534
Compass Wealth Management
Connecticut
$27.9K +$27.9K +210 New
QCG
535
Quadrant Capital Group
Ohio
$27.3K -$1.2K -9 -4%
PTC
536
Private Trust Company
Ohio
$27.1K +$24.1K +181 +787%
HCP
537
Hexagon Capital Partners
Arkansas
$26.1K -$11.7K -88 -31%
CFO
538
CVA Family Office
Colorado
$25.9K – – –
CP
539
Castleview Partners
Texas
$25.9K – – –
ME
540
McIlrath & Eck
Washington
$24.1K +$14.4K +108 +148%
RS
541
Rakuten Securities
Japan
$23.3K +$23.1K +174 +17,400%
AF
542
Advisornet Financial
Minnesota
$20.3K +$665 +5 +3%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$19.3K – – –
SAM
544
Smartleaf Asset Management
Massachusetts
$18.5K +$18.5K +138 New
C
545
Covestor
United Kingdom
$17K -$130 -1 -0.8%
SIS
546
Sound Income Strategies
Florida
$15.6K – – –
GFPC
547
Global Financial Private Client
Florida
$15.2K – – –
CA
548
Clearstead Advisors
Ohio
$14K -$5.61K -40 -29%
WIM
549
Westside Investment Management
California
$13.3K – – –
ACM
550
Anfield Capital Management
California
$13.2K +$13.2K +99 New
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