Ares Management
ARES
613 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, 253 increasing their positions, 190 reducing their positions, and 70 closing their positions.
36% more call options, than puts
Call options by funds: $31.8M | Put options by funds: $23.4M
33% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 190
24% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 70
8% more capital invested
Capital invested by funds: $21.5B → $23.3B (+$1.79B)
4.05% more ownership
Funds ownership: 85.2% → 89.25% (+4.1%)
1% more funds holding
Funds holding: 604 → 613 (+9)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$573M |
| 2 |
LI
LRI Investments
Palm Beach Gardens,
Florida
|
+$385M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$255M |
| 4 |
CWP
Curated Wealth Partners
El Segundo,
California
|
+$226M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$215M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$304M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$113M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$106M |
| 4 |
HCM
HMI Capital Management
San Francisco,
California
|
-$78.7M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$74.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TH
676
TCTC Holdings
Dallas,
Texas
| – | -$10.6K | -80 | Closed |
|
|
ACA
677
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$5.72K | -43 | Closed |
|
|
SC
678
SouthState Corp
Winter Haven,
Florida
| – | -$3.33K | -25 | Closed |
|
|
GWM
679
Geneos Wealth Management
Englewood,
Colorado
| – | -$1.46K | -11 | Closed |
|
|
TPCW
680
TD Private Client Wealth
New York
| – | -$665 | -5 | Closed |
|
|
FGAM
681
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$133 | -1 | Closed |
|
|
TWP
682
TFO Wealth Partners
Maumee,
Ohio
| – | -$133 | -1 | Closed |
|
683
Lazard Asset Management
New York
| – | +$546 | +4 | New |
|
ARES Hedge Fund Activity: Q2 2024 in Review
613 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q2 2024, worth a combined $23.3B — up 8.3% from $21.5B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new ARES positions and 70 closed out — a net gain of 17 holders — while 253 added to existing stakes and 190 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $573M. The largest seller was T. Rowe Price Associates, cutting an estimated $304M.
- 613 institutional investors held Ares Management (ARES) as of Q2 2024, up from 604 in Q1 2024.
- Funds reported $23.3B of Ares Management stock for Q2 2024, up 8.3% quarter-over-quarter.
- 87 funds opened new Ares Management positions in Q2 2024 and 70 closed out, a net change of +17 holders.
- The largest Ares Management buyer in Q2 2024 was JP Morgan Chase, an estimated $573M added.
- The largest Ares Management seller in Q2 2024 was T. Rowe Price Associates, an estimated $304M sold.
Based on aggregated 13F filings for Q2 2024.