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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 %
AIM
651
Aigen Investment Management
New York
– -$300K -2,254 Closed
PP
652
Paloma Partners
Connecticut
– -$291K -2,188 Closed
AWE
653
Avidian Wealth Enterprises
Texas
– -$288K -2,165 Closed
CRC
654
Curi RMB Capital
Illinois
– -$247K -1,855 Closed
ETC
655
Exchange Traded Concepts
Oklahoma
– -$244K -1,838 Closed
XWM
656
Xcel Wealth Management
Florida
– -$239K -1,800 Closed
SIG
657
Stonegate Investment Group
Alabama
– -$236K -1,778 Closed
GM
658
GeoWealth Management
Illinois
– -$232K -1,745 Closed
OAM
659
Oxford Asset Management
United Kingdom
– -$228K -1,714 Closed
SP
660
Symmetry Partners
Connecticut
– -$214K -1,608 Closed
BPA
661
Beacon Pointe Advisors
California
– -$202K -1,520 Closed
TSMHT
662
Thurston Springer Miller Herd & Titak
Indiana
– -$199K -1,500 Closed
FIA
663
FNY Investment Advisers
New York
– -$79 -600 Closed
EC
664
EntryPoint Capital
New York
– -$53.9K -405 Closed
CP
665
Castleview Partners
Texas
– -$25.9K -195 Closed
ME
666
McIlrath & Eck
Washington
– -$24.1K -181 Closed
RS
667
Rakuten Securities
Japan
– -$23.3K -175 Closed
ACM
668
Anfield Capital Management
California
– -$13.2K -99 Closed
WIA
669
Wetzel Investment Advisors
Indiana
– -$12.4K -95 Closed
PCMC
670
Planning Capital Management Corporation
Pennsylvania
– -$11K -83 Closed
TH
671
TCTC Holdings
Texas
– -$10.6K -80 Closed
ACA
672
Atlas Capital Advisors
Wyoming
– -$5.72K -43 Closed
SC
673
SouthState Corp
Florida
– -$3.33K -25 Closed
GWM
674
Geneos Wealth Management
Colorado
– -$1.46K -11 Closed
TPCW
675
TD Private Client Wealth
New York
– -$665 -5 Closed
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