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Ares Management
ARES

548 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 199 increasing their positions, 170 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 170

14% more capital invested

Capital invested by funds: $16.7B → $19.1B (+$2.39B)

12% more funds holding

Funds holding: 488 → 548 (+60)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

0.43% more ownership

Funds ownership: 86.13% → 86.55% (+0.43%)

23% less call options, than puts

Call options by funds: $36.4M | Put options by funds: $47.5M

Holders
548
Holders Change
+60
Holders Change %
+12.3%
% of All Funds
7.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
108
Increased
199
Reduced
170
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$326M
2
Morgan Stanley
Morgan Stanley
New York
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M
4
JP Morgan Chase
JP Morgan Chase
New York
+$100M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$94.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$270M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
4
SBH
Segall Bryant & Hamill
Illinois
-$92.1M
5
VVP
Vulcan Value Partners
Alabama
-$49.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$50.4M +$10.8M +99,333 +31%
RJA
52
Raymond James & Associates
Florida
$47.9M +$2.12M +19,511 +5%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$45.8M +$1.33M +12,271 +3%
UBS Group
54
UBS Group
Switzerland
$45.7M +$3.65M +33,634 +10%
Wells Fargo
55
Wells Fargo
California
$42.5M +$247K +2,277 +0.6%
MME
56
Meag Munich Ergo
Germany
$42.5M +$280K +2,582 +0.7%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$40.3M +$6.58M +60,591 +22%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$40.1M +$1.18M +10,899 +3%
CRCM
59
Cat Rock Capital Management
Connecticut
$37.9M +$34.6M +319,000 New
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$35.8M -$640K -5,894 -2%
Macquarie Group
61
Macquarie Group
Australia
$33.5M -$2.9M -26,682 -9%
RA
62
Royce & Associates
New York
$33.4M -$1.2M -11,089 -4%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$33.2M +$26.4M +243,417 +680%
CS
64
Credit Suisse
Switzerland
$32.5M +$941K +8,669 +3%
Ameriprise
65
Ameriprise
Minnesota
$32.1M -$9.01M -83,023 -24%
Deutsche Bank
66
Deutsche Bank
Germany
$31.9M +$8.29M +76,370 +40%
UCFA
67
United Capital Financial Advisors
Texas
$29.9M -$36M -331,337 -57%
National Pension Service
68
National Pension Service
South Korea
$29.3M – – –
SBH
69
Segall Bryant & Hamill
Illinois
$29.2M -$92.1M -848,026 -78%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$28M +$325K +2,996 +1%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$26M +$682K +6,282 +3%
SSA
72
Schonfeld Strategic Advisors
New York
$25.5M +$12.8M +117,737 +122%
PGH
73
Partners Group Holding
Switzerland
$24.7M -$2.85M -26,262 -11%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.6M -$35.2M -324,462 -62%
SMDAM
75
Sumitomo Mitsui DS Asset Management
Japan
$23.4M +$2.65M +24,429 +14%
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ARES Hedge Fund Activity: Q4 2023 in Review

548 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q4 2023, worth a combined $19.1B — up 14% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new ARES positions and 43 closed out — a net gain of 65 holders — while 199 added to existing stakes and 170 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $326M. The largest seller was Millennium Management, cutting an estimated $270M.

  • 548 institutional investors held Ares Management (ARES) as of Q4 2023, up from 488 in Q3 2023.
  • Funds reported $19.1B of Ares Management stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Ares Management positions in Q4 2023 and 43 closed out, a net change of +65 holders.
  • The largest Ares Management buyer in Q4 2023 was T. Rowe Price Associates, an estimated $326M added.
  • The largest Ares Management seller in Q4 2023 was Millennium Management, an estimated $270M sold.

Based on aggregated 13F filings for Q4 2023.