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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
CPIH
551
Consolidated Press International Holdings
Australia
– -$7.99M -77,716 Closed
Balyasny Asset Management
552
Balyasny Asset Management
Illinois
– -$6.94M -67,508 Closed
CF
553
CNA Financial
Illinois
– -$5.14M -50,000 Closed
LC
554
Loews Corp
New York
– -$5.14M -50,000 Closed
MMA
555
Mizuho Markets Americas
New York
– -$3.17M -30,820 Closed
HF
556
HRT Financial
New York
– -$1.3M -12,674 Closed
VCM
557
Vetamer Capital Management
California
– -$1.26M -12,209 Closed
DFCM
558
Dark Forest Capital Management
Puerto Rico
– -$1.04M -10,141 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
559
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$988K -9,600 Closed
TCM
560
Teza Capital Management
Illinois
– -$776K -7,539 Closed
WI
561
WBI Investments
New Jersey
– -$751K -7,300 Closed
SEC
562
Seven Eight Capital
New York
– -$674K -6,551 Closed
OTL
563
Oak Thistle LLC
New York
– -$535K -5,199 Closed
GCM
564
Greenland Capital Management
New York
– -$484K -4,705 Closed
XT
565
XTX Topco
Cayman Islands
– -$459K -4,463 Closed
SW
566
SVB Wealth
Massachusetts
– -$417K -4,058 Closed
JIC
567
Joel Isaacson & Co
New York
– -$312K -3,036 Closed
USCWA
568
U.S. Capital Wealth Advisors
Texas
– -$309K -3,000 Closed
PRS
569
Pinkerton Retirement Specialists
Idaho
– -$292K -2,843 Closed
LAS
570
Lloyd Advisory Services
Georgia
– -$273K -2,651 Closed
RW
571
RVW Wealth
California
– -$257K -2,500 Closed
DC
572
Diametric Capital
Massachusetts
– -$256K -2,484 Closed
FMAEN1
573
Fund Management at Engine No 1
California
– -$243K -2,360 Closed
MC
574
Machina Capital
France
– -$236K -2,296 Closed
BCV
575
Banque Cantonale Vaudoise
Switzerland
– -$216K -2,104 Closed
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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.