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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
SIS
551
Sound Income Strategies
Florida
$15.6K
GFPC
552
Global Financial Private Client
Florida
$15.2K
CA
553
Clearstead Advisors
Ohio
$14K -$5.11K -40 -29%
WIM
554
Westside Investment Management
California
$13.3K
ACM
555
Anfield Capital Management
California
$13.2K +$12.6K +99 New
WIA
556
Wetzel Investment Advisors
Indiana
$12.4K +$2.3K +18 +23%
PCMC
557
Planning Capital Management Corporation
Pennsylvania
$11K +$10.6K +83 New
GI
558
GAMMA Investing
California
$10.9K +$7.03K +55 +204%
TH
559
TCTC Holdings
Texas
$10.6K +$10.2K +80 New
TSWM
560
Tyler-Stone Wealth Management
Ohio
$9.97K
MAM
561
Meeder Asset Management
Ohio
$7.58K +$7.28K +57 New
POIA
562
Pin Oak Investment Advisors
Texas
$7K
JWA
563
JFS Wealth Advisors
Pennsylvania
$6.65K
MRCM
564
M&R Capital Management
New Jersey
$6.25K +$6K +47 New
CAL
565
Capital Advisors Ltd
Ohio
$6K +$639 +5 +13%
VNA
566
Valley National Advisers
Pennsylvania
$6K +$639 +5 +11%
EBA
567
Eagle Bay Advisors
New York
$5.98K -$639 -5 -10%
ACA
568
Atlas Capital Advisors
Wyoming
$5.72K +$5.49K +43 New
FFC
569
First Financial Corp
Indiana
$5.58K +$5.37K +42 New
FCA
570
FinTrust Capital Advisors
South Carolina
$5.41K
SIC
571
SJS Investment Consulting
Ohio
$5.32K +$4.21K +33 +471%
RCM
572
Raleigh Capital Management
North Carolina
$4.66K +$1.53K +12 +52%
GWP
573
Gen-Wealth Partners
Michigan
$4.65K +$4.47K +35 New
BIA
574
Bell Investment Advisors
California
$4.12K
FCG
575
Financial Connections Group
California
$4K +$3.83K +30 New