Ares Management
ARES
367 hedge funds and large institutions have $10.8B invested in Ares Management in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 16 closing their positions.
450% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 16
221% more call options, than puts
Call options by funds: $4.59M | Put options by funds: $1.43M
24% more funds holding
Funds holding: 297 → 367 (+70)
20% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 100
12% more capital invested
Capital invested by funds: $9.6B → $10.8B (+$1.15B)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.07% less ownership
Funds ownership: 79.58% → 79.5% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Curated Wealth Partners
El Segundo,
California
|
+$131M |
| 2 |
JP Morgan Chase
New York
|
+$100M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$41.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$116M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$56.5M |
| 3 |
HCM
HMI Capital Management
San Francisco,
California
|
-$55.8M |
| 4 |
Millennium Management
New York
|
-$54.5M |
| 5 |
Bank of New York Mellon
New York
|
-$43.7M |
ARES Hedge Fund Activity: Q4 2021 in Review
367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q4 2021, worth a combined $10.8B — up 12% from $9.6B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new ARES positions and 16 closed out — a net gain of 72 holders — while 120 added to existing stakes and 100 trimmed.
The largest buyer was Curated Wealth Partners, adding an estimated $131M. The largest seller was Wellington Management Group, cutting an estimated $116M.
- 367 institutional investors held Ares Management (ARES) as of Q4 2021, up from 297 in Q3 2021.
- Funds reported $10.8B of Ares Management stock for Q4 2021, up 12% quarter-over-quarter.
- 88 funds opened new Ares Management positions in Q4 2021 and 16 closed out, a net change of +72 holders.
- The largest Ares Management buyer in Q4 2021 was Curated Wealth Partners, an estimated $131M added.
- The largest Ares Management seller in Q4 2021 was Wellington Management Group, an estimated $116M sold.
Based on aggregated 13F filings for Q4 2021.