ARES icon

Ares Management
ARES

Overview Fund Activity

651 hedge funds and large institutions have $27.4B invested in Ares Management in 2024 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 265 increasing their positions, 182 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+42
Holders Change %
+6.9%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
114
Increased
265
Reduced
182
Closed
67
Calls
$50.6M
Puts
$55.4M
Net Calls
-$4.82M
Net Calls Change
-$13.2M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$517M
2
ClearBridge Investments
ClearBridge Investments
New York
+$153M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
Artisan Partners
Artisan Partners
Wisconsin
+$122M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$247M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$235M
3
HCM
HMI Capital Management
California
-$86.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$85M
5
VVP
Vulcan Value Partners
Alabama
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
526
Allworth Financial
California
$116K +$6.86K +44 +6%
CI Investments Inc
527
CI Investments Inc
Ontario, Canada
$110K +$2.49K +16 +2%
CH
528
Canton Hathaway
Rhode Island
$109K – – –
QC
529
Quent Capital
New York
$108K – – –
Loomis, Sayles & Company
530
Loomis, Sayles & Company
Massachusetts
$105K -$11.9K -76 -10%
FCM
531
Fourpath Capital Management
Oklahoma
$105K +$105K +673 New
C
532
Covestor
United Kingdom
$103K -$20.8K -133 -17%
UB
533
UMB Bank
Missouri
$101K – – –
HNB
534
Huntington National Bank
Ohio
$99.9K +$35.2K +226 +54%
CFM
535
Catalyst Funds Management
Australia
$93.5K +$93.5K +600 New
BIG
536
Brooklyn Investment Group
New York
$93K +$93K +597 New
WTC
537
WhitTier Trust Company
Nevada
$87.1K +$15.1K +97 +21%
IA
538
IFP Advisors
Florida
$83.6K -$274K -1,761 -77%
SAM
539
Smartleaf Asset Management
Massachusetts
$81.7K +$43.4K +276 +113%
DI
540
DAGCO Inc
Ohio
$77.9K – – –
PFBT
541
Parkside Financial Bank & Trust
Missouri
$72.4K +$3.58K +23 +5%
LC
542
Lindbrook Capital
California
$69.8K +$5.45K +35 +8%
SIC
543
Salem Investment Counselors
North Carolina
$66.9K +$2.18K +14 +3%
Acadian Asset Management
544
Acadian Asset Management
Massachusetts
$64K -$6.94K -45 -10%
BF
545
BOK Financial
Oklahoma
$63.9K – – –
KFI
546
Key Financial Inc
Pennsylvania
$62.3K – – –
KHC
547
Koesten Hirschmann & Crabtree
Kansas
$61.9K -$19.9K -128 -24%
PMFA
548
Plante Moran Financial Advisors
Michigan
$54.5K – – –
WBC
549
Westpac Banking Corp
Australia
$51.7K – – –
ACM
550
Aster Capital Management
United Arab Emirates
$50K +$50K +321 New
20 21
22
23 24