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Ares Management

212 hedge funds and large institutions have $4.45B invested in Ares Management in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 52

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3% more funds holding

Funds holding: 206212 (+6)

4% more capital invested

Capital invested by funds: $4.27B → $4.45B (+$176M)

3% more call options, than puts

Call options by funds: $6.63M | Put options by funds: $6.46M

4.18% less ownership

Funds ownership: 81.34%77.17% (-4.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
33
Increased
90
Reduced
52
Closed
26
Calls
$6.63M
Puts
$6.46M
Net Calls
+$170K
Net Calls Change
-$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
101
Rafferty Asset Management
New York
$1.37M +$546K +13,681 +68%
CBB
102
Citizens Business Bank
California
$1.29M
Barclays
103
Barclays
United Kingdom
$1.22M -$561K -14,038 -32%
ASRS
104
Arizona State Retirement System
Arizona
$1.21M +$395K +9,898 +49%
SAS
105
Stelac Advisory Services
New York
$1.2M +$217K +5,429 +22%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$1.13M +$1.12M +27,934 New
SI
107
Stephens Inc
Arkansas
$1.06M +$272K +6,810 +35%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$1.05M +$121K +3,024 +13%
CCM
109
Callodine Capital Management
Massachusetts
$1.01M +$998K +25,000 New
HCL
110
Heard Capital LLC
Illinois
$1.01M
HighTower Advisors
111
HighTower Advisors
Illinois
$926K +$20K +501 +2%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$924K -$18.7K -468 -2%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$869K -$68.3K -1,710 -7%
CFGS
114
Concourse Financial Group Securities
Alabama
$869K +$203K +5,073 +31%
Handelsbanken Fonder
115
Handelsbanken Fonder
Sweden
$861K
US Bancorp
116
US Bancorp
Minnesota
$844K +$958 +24 +0.1%
BAS
117
Brown Advisory Securities
Maryland
$829K
AB
118
Amalgamated Bank
New York
$802K -$19.9K -498 -2%
BIAS
119
Beacon Investment Advisory Services
New Jersey
$781K +$3.39K +85 +0.4%
William Blair & Company
120
William Blair & Company
Illinois
$780K +$88.3K +2,211 +13%
BAM
121
Belpointe Asset Management
Nevada
$682K +$559 +14 +0.1%
PIC
122
Portland Investment Counsel
Ontario, Canada
$674K -$1.65M -41,280 -71%
LPL Financial
123
LPL Financial
California
$668K +$437K +10,945 +196%
M&T Bank
124
M&T Bank
New York
$637K +$190K +4,769 +43%
OC
125
Oppenheimer & Co
New York
$607K -$212K -5,314 -26%