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Ares Management
ARES

Overview Fund Activity

609 hedge funds and large institutions have $23.3B invested in Ares Management in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 252 increasing their positions, 187 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+10
Holders Change %
+1.67%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
87
Increased
252
Reduced
187
Closed
69
Calls
$31.8M
Puts
$23.4M
Net Calls
+$8.4M
Net Calls Change
+$227M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
2
LI
LRI Investments
Florida
$376M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$674M
4
LPC
Lone Pine Capital
Connecticut
$210M
5
Millennium Management
Millennium Management
New York
$232M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$231M
2
Boston Partners
Boston Partners
Massachusetts
$151M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$831M
4
HCM
HMI Capital Management
California
$116M
5
Capital World Investors
Capital World Investors
California
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
576
Gen-Wealth Partners
Michigan
$4.67K – – –
RCM
577
Raleigh Capital Management
North Carolina
$4.67K – – –
BIA
578
Bell Investment Advisors
California
$4.13K – – –
CA
579
Continuum Advisory
Idaho
$3.73K +$533 +4 +17%
TAM
580
Tucker Asset Management
Colorado
$3.73K +$3.73K +28 New
FCG
581
Financial Connections Group
California
$3K – – –
AW
582
Avion Wealth
Texas
$3K +$840 +7 +39%
CTC
583
Central Trust Company
Missouri
$2.93K – – –
BBHC
584
Brown Brothers Harriman & Co
New York
$2.8K +$2.8K +21 New
RIL
585
Rothschild Investment LLC
Illinois
$2.67K +$667 +5 +33%
CFB
586
Cullen/Frost Bankers
Texas
$2.13K +$2.13K +16 New
PCM
587
Penserra Capital Management
California
$2K -$483K -3,622 -100%
ZB
588
Zions Bancorporation
Utah
$1.87K +$1.87K +14 New
AWM
589
Abound Wealth Management
Tennessee
$1.73K -$267 -2 -13%
DPW
590
DiNuzzo Private Wealth
Pennsylvania
$1.73K +$267 +2 +18%
MCM
591
MV Capital Management
Maryland
$1.47K +$1.33K +10 +1,000%
Kayne Anderson Rudnick Investment Management
592
Kayne Anderson Rudnick Investment Management
California
$1.33K – – –
DF
593
Dunhill Financial
United Kingdom
$1.33K – – –
RAM
594
Riggs Asset Management
Pennsylvania
$1.2K +$1.2K +9 New
DFA
595
DHJJ Financial Advisors
Illinois
$1.07K – – –
FPB
596
First PREMIER Bank
South Dakota
$1K – – –
CPG
597
Cornerstone Planning Group
New Jersey
$937 +$268 +2 +40%
PWMG
598
Private Wealth Management Group
New Jersey
$933 – – –
FG
599
Fairman Group
Pennsylvania
$933 – – –
PWA
600
Provenance Wealth Advisors
Florida
$800 – – –
22 23
24
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