Ares Management
ARES
76 hedge funds and large institutions have $814M invested in Ares Management in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.
925% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 4
271% more call options, than puts
Call options by funds: $5.06M | Put options by funds: $1.36M
188% more capital invested
Capital invested by funds: $283M → $814M (+$531M)
95% more funds holding
Funds holding: 39 → 76 (+37)
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
28.75% more ownership
Funds ownership: 17.21% → 45.95% (+29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Alleghany Corporation
New York
|
+$221M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$63.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$40.7M |
| 4 |
Millennium Management
New York
|
+$26.8M |
| 5 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.45M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.85M |
| 3 |
Renaissance Technologies
New York
|
-$2.1M |
| 4 |
RA
Royce & Associates
New York
|
-$1.83M |
| 5 |
O
OppenheimerFunds
New York
|
-$1.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Group One Trading
Chicago,
Illinois
| $13K | +$13.6K | +600 | New |
|
|
GCP
77
GSA Capital Partners
London,
United Kingdom
| – | -$587K | -29,335 | Closed |
|
|
AFNAS
78
American Financial Network Advisory Services
Calabasas,
California
| – | -$150K | -7,490 | Closed |
|
|
SIAP
79
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| – | -$110K | -5,500 | Closed |
|
80
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$53K | -2,643 | Closed |
|
ARES Hedge Fund Activity: Q1 2018 in Review
76 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q1 2018, worth a combined $814M — up 188% from $283M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new ARES positions and 4 closed out — a net gain of 37 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Alleghany Corporation, opening a new position worth an estimated $221M. The largest seller was Morgan Stanley, cutting an estimated $6.45M.
- 76 institutional investors held Ares Management (ARES) as of Q1 2018, up from 39 in Q4 2017.
- Funds reported $814M of Ares Management stock for Q1 2018, up 188% quarter-over-quarter.
- 41 funds opened new Ares Management positions in Q1 2018 and 4 closed out, a net change of +37 holders.
- The largest Ares Management buyer in Q1 2018 was Alleghany Corporation, an estimated $221M added.
- The largest Ares Management seller in Q1 2018 was Morgan Stanley, an estimated $6.45M sold.
Based on aggregated 13F filings for Q1 2018.