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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 %
PIC
576
Portland Investment Counsel
Ontario, Canada
$2.53K – – –
AWM
577
Abound Wealth Management
Tennessee
$2K – – –
RIL
578
Rothschild Investment LLC
Illinois
$2K – – –
DPW
579
DiNuzzo Private Wealth
Pennsylvania
$1.46K – – –
GWM
580
Geneos Wealth Management
Colorado
$1.46K +$1.46K +11 New
DF
581
Dunhill Financial
United Kingdom
$1.33K – – –
Kayne Anderson Rudnick Investment Management
582
Kayne Anderson Rudnick Investment Management
California
$1.33K +$1.33K +10 New
DFA
583
DHJJ Financial Advisors
Illinois
$1.06K – – –
FPB
584
First PREMIER Bank
South Dakota
$1K +$1K +4 New
AssetMark Inc
585
AssetMark Inc
California
$985 -$1.43M -10,137 -100%
PWMG
586
Private Wealth Management Group
New Jersey
$931 – – –
FG
587
Fairman Group
Pennsylvania
$931 – – –
PWA
588
Provenance Wealth Advisors
Florida
$798 – – –
VCM
589
Versant Capital Management
Arizona
$798 – – –
TPCW
590
TD Private Client Wealth
New York
$665 -$224K -1,686 -100%
WWM
591
Wolff Wiese Magana
California
$665 – – –
CPG
592
Cornerstone Planning Group
New Jersey
$660 +$660 +5 New
MCM
593
Manchester Capital Management
Vermont
$532 – – –
WWP
594
WR Wealth Planners
Missouri
$266 +$266 +2 New
MCM
595
MV Capital Management
Maryland
$133 – – –
TWP
596
TFO Wealth Partners
Ohio
$133 – – –
TFM
597
TFC Financial Management
Massachusetts
$133 +$133 +1 New
FGAM
598
Financial Gravity Asset Management
Texas
$133 +$133 +1 New
FIA
599
FNY Investment Advisers
New York
$79 +$79 +600 New
CWP
600
Curated Wealth Partners
California
– -$198M -1,663,217 Closed
22 23
24
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