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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
AWM
626
AE Wealth Management
Kansas
-$373K -3,079 Closed
ALAM
627
Asahi Life Asset Management
Japan
-$347K -2,920 Closed
MFS
628
Mirabella Financial Services
United Kingdom
-$309K -2,596 Closed
FFO
629
Fiduciary Family Office
Florida
-$274K -2,308 Closed
MIS
630
Morningstar Investment Services
Illinois
-$272K -2,272 Closed
IWC
631
Integrated Wealth Concepts
Massachusetts
-$241K -2,023 Closed
OFG
632
Oxford Financial Group
Indiana
-$238K -2,000 Closed
SIA
633
Schechter Investment Advisors
Michigan
-$230K -1,930 Closed
IAS
634
Insigneo Advisory Services
Florida
-$227K -1,910 Closed
EFG
635
Embree Financial Group
Illinois
-$223K -1,874 Closed
ACM
636
Advisors Capital Management
New Jersey
-$222K -1,864 Closed
LSA
637
Leonteq Securities AG
Switzerland
-$214K -1,800 Closed
CF
638
Centaurus Financial
California
-$109K -915 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
639
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$109K -914 Closed
TWC
640
TD Waterhouse Canada
Ontario, Canada
-$58.2K -500 Closed
GWSG
641
GPS Wealth Strategies Group
Colorado
-$49.9K -420 Closed
PI
642
PEAK6 Investments
Illinois
-$12.8K -100 Closed
GWS
643
Glassman Wealth Services
Virginia
-$9.04K -76 Closed
ASN
644
Advisory Services Network
Georgia
-$8.73K -73 Closed
OLVIG
645
Oliver Lagore Vanvalin Investment Group
Michigan
-$7.14K -60 Closed
ADL
646
Asset Dedication LLC
California
-$7K -55 Closed
CFB
647
Cullen/Frost Bankers
Texas
-$6.42K -54 Closed
PB
648
Pinnacle Bancorp
Nebraska
-$6.18K -52 Closed
KI
649
Kapitalo Investimentos
Brazil
-$3.69K -31 Closed
Lazard Asset Management
650
Lazard Asset Management
New York
-$1K -10 Closed