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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
TWP
601
TFO Wealth Partners
Ohio
$133
FGAM
602
Financial Gravity Asset Management
Texas
$133 +$128 +1 New
TFM
603
TFC Financial Management
Massachusetts
$133 +$128 +1 New
FIA
604
FNY Investment Advisers
New York
$79 +$76.6K +600 New
CWP
605
Curated Wealth Partners
California
-$212M -1,663,217 Closed
AIM
606
Artemis Investment Management
United Kingdom
-$17.8M -149,920 Closed
ECM
607
Engle Capital Management
Connecticut
-$7.61M -64,000 Closed
JFG
608
Jefferies Financial Group
New York
-$6.18M -51,963 Closed
PFMOSF
609
Philadelphia Financial Management of San Francisco
California
-$5.16M -43,403 Closed
MWM
610
Meridian Wealth Management
Kentucky
-$3.65M -30,680 Closed
Point72 Asset Management
611
Point72 Asset Management
Connecticut
-$3.5M -29,400 Closed
YIH
612
Y-Intercept (HK)
Hong Kong
-$2.46M -20,725 Closed
Two Sigma Investments
613
Two Sigma Investments
New York
-$1.58M -13,300 Closed
PCMH
614
Polymer Capital Management (HK)
Hong Kong
-$1.31M -11,000 Closed
DA
615
Duality Advisers
Florida
-$1.28M -10,789 Closed
GIS
616
Grayhawk Investment Strategies
Alberta, Canada
-$1.1M -9,250 Closed
QIM
617
Quantitative Investment Management
Virginia
-$1.07M -8,975 Closed
OPERF
618
Oregon Public Employees Retirement Fund
Oregon
-$785K -6,600 Closed
SG Americas Securities
619
SG Americas Securities
New York
-$565K -4,751 Closed
CIP
620
Capital Insight Partners
Arizona
-$534K -4,494 Closed
BOH
621
Bank of Hawaii
Hawaii
-$511K -4,295 Closed
AWA
622
Arete Wealth Advisors
Illinois
-$416K -3,501 Closed
MYIA
623
Mount Yale Investment Advisors
Colorado
-$408K -3,429 Closed
LCM
624
Landscape Capital Management
New Jersey
-$381K -3,204 Closed
AAM
625
Advisors Asset Management
Colorado
-$367K -3,087 Closed