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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 %
WIA
551
Wetzel Investment Advisors
Indiana
$12.4K +$2.35K +18 +23%
PCMC
552
Planning Capital Management Corporation
Pennsylvania
$11K +$11K +83 New
GI
553
GAMMA Investing
California
$10.9K +$7.31K +55 +204%
TH
554
TCTC Holdings
Texas
$10.6K +$10.6K +80 New
TSWM
555
Tyler-Stone Wealth Management
Ohio
$9.97K – – –
MAM
556
Meeder Asset Management
Ohio
$7.58K +$7.58K +57 New
POIA
557
Pin Oak Investment Advisors
Texas
$7K – – –
JWA
558
JFS Wealth Advisors
Pennsylvania
$6.65K – – –
MRCM
559
M&R Capital Management
New Jersey
$6.25K +$6.25K +47 New
VNA
560
Valley National Advisers
Pennsylvania
$6K +$600 +5 +11%
CAL
561
Capital Advisors Ltd
Ohio
$6K +$682 +5 +13%
EBA
562
Eagle Bay Advisors
New York
$5.98K -$665 -5 -10%
ACA
563
Atlas Capital Advisors
Wyoming
$5.72K +$5.72K +43 New
FFC
564
First Financial Corp
Indiana
$5.59K +$5.59K +42 New
FCA
565
FinTrust Capital Advisors
South Carolina
$5.41K – – –
SIC
566
SJS Investment Consulting
Ohio
$5.32K +$4.39K +33 +471%
RCM
567
Raleigh Capital Management
North Carolina
$4.66K +$1.6K +12 +52%
GWP
568
Gen-Wealth Partners
Michigan
$4.65K +$4.65K +35 New
BIA
569
Bell Investment Advisors
California
$4.12K – – –
FCG
570
Financial Connections Group
California
$4K +$4K +30 New
BTI
571
Blue Trust Inc
Georgia
$3.59K +$133 +1 +4%
CA
572
Continuum Advisory
Idaho
$3.42K +$3.42K +24 New
SC
573
SouthState Corp
Florida
$3.33K +$3.33K +25 New
AW
574
Avion Wealth
Texas
$3K +$1.33K +8 +80%
CTC
575
Central Trust Company
Missouri
$2.93K – – –
21 22
23
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