We are live on ! Find out more
ARES icon

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
BTI
576
Blue Trust Inc
Georgia
$3.59K +$128 +1 +4%
CA
577
Continuum Advisory
Idaho
$3.42K +$3.07K +24 New
SC
578
SouthState Corp
Florida
$3.33K +$3.19K +25 New
AW
579
Avion Wealth
Texas
$3K +$1.02K +8 +80%
CTC
580
Central Trust Company
Missouri
$2.93K
PIC
581
Portland Investment Counsel
Ontario, Canada
$2.53K
AWM
582
Abound Wealth Management
Tennessee
$2K
RIL
583
Rothschild Investment LLC
Illinois
$2K
DPW
584
DiNuzzo Private Wealth
Pennsylvania
$1.46K
GWM
585
Geneos Wealth Management
Colorado
$1.46K +$1.41K +11 New
DF
586
Dunhill Financial
United Kingdom
$1.33K
Kayne Anderson Rudnick Investment Management
587
Kayne Anderson Rudnick Investment Management
California
$1.33K +$1.28K +10 New
DFA
588
DHJJ Financial Advisors
Illinois
$1.06K
FPB
589
First PREMIER Bank
South Dakota
$1K +$511 +4 New
AssetMark Inc
590
AssetMark Inc
California
$985 -$1.29M -10,137 -100%
FG
591
Fairman Group
Pennsylvania
$931
PWMG
592
Private Wealth Management Group
New Jersey
$931
PWA
593
Provenance Wealth Advisors
Florida
$798
VCM
594
Versant Capital Management
Arizona
$798
TPCW
595
TD Private Client Wealth
New York
$665 -$215K -1,686 -100%
WWM
596
Wolff Wiese Magana
California
$665
CPG
597
Cornerstone Planning Group
New Jersey
$660 +$639 +5 New
MCM
598
Manchester Capital Management
Vermont
$532
WWP
599
WR Wealth Planners
Missouri
$266 +$255 +2 New
MCM
600
MV Capital Management
Maryland
$133