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Ares Management

371 hedge funds and large institutions have $8.82B invested in Ares Management in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 127 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

11% more capital invested

Capital invested by funds: $7.92B → $8.82B (+$893M)

4% more funds holding

Funds holding: 356371 (+15)

1.71% more ownership

Funds ownership: 81.18%82.89% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 120

86% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $92M

Holders
371
Holders Change
+15
Holders Change %
+4.21%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
57
Increased
127
Reduced
120
Closed
39
Calls
$12.4M
Puts
$92M
Net Calls
-$79.6M
Net Calls Change
-$87.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Brookfield Corp
Ontario, Canada
$5.58M +$2.13M +30,444 +51%
HCM
102
Hilton Capital Management
New York
$5.28M -$110K -1,575 -2%
TC
103
TownSquare Capital
Utah
$5.27M +$295K +4,221 +5%
PE
104
Point72 Europe
United Kingdom
$5.25M +$5.92M +84,700 New
IIM
105
INTECH Investment Management
Florida
$5.18M -$650K -9,292 -10%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$5.18M
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.78M +$48.7K +697 +0.9%
EVM
108
Eaton Vance Management
Massachusetts
$4.69M +$10.6K +152 +0.2%
Man Group
109
Man Group
United Kingdom
$4.42M +$4.99M +71,405 New
LCH
110
Lee Capital Holdings
New York
$4.34M
VOYA Investment Management
111
VOYA Investment Management
Georgia
$4.3M +$335K +4,791 +7%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$4.22M +$2.55M +36,465 +115%
Nomura Asset Management
113
Nomura Asset Management
Japan
$4.09M -$939K -13,432 -17%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$4.05M +$54.5K +780 +1%
SO
115
STRS Ohio
Ohio
$3.96M
Marshall Wace
116
Marshall Wace
United Kingdom
$3.92M +$3.55M +50,788 +406%
Stifel Financial
117
Stifel Financial
Missouri
$3.74M +$1.02M +14,605 +32%
CBA
118
Coastal Bridge Advisors
Connecticut
$3.74M -$161K -2,296 -4%
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$3.71M +$259K +3,704 +7%
Squarepoint
120
Squarepoint
New York
$3.59M +$4.05M +57,930 New
Osaic Holdings
121
Osaic Holdings
Arizona
$3.59M -$447K -6,392 -10%
MML Investors Services
122
MML Investors Services
Massachusetts
$3.43M -$3.77K -54 -0.1%
SFI
123
Susquehanna Fundamental Investments
Pennsylvania
$3.4M +$3.83M +54,814 New
Natixis Advisors
124
Natixis Advisors
Massachusetts
$3.38M +$771K +11,023 +25%
WBC
125
Westpac Banking Corp
Australia
$3.25M -$170K -2,434 -4%

ARES Hedge Fund Activity: Q3 2022 in Review

371 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q3 2022, worth a combined $8.82B — up 11% from $7.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ARES positions and 39 closed out — a net gain of 18 holders — while 127 added to existing stakes and 120 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $170M. The largest seller was Fidelity Investments, cutting an estimated $82M.

  • 371 institutional investors held Ares Management (ARES) as of Q3 2022, up from 356 in Q2 2022.
  • Funds reported $8.82B of Ares Management stock for Q3 2022, up 11% quarter-over-quarter.
  • 57 funds opened new Ares Management positions in Q3 2022 and 39 closed out, a net change of +18 holders.
  • The largest Ares Management buyer in Q3 2022 was Vulcan Value Partners, an estimated $170M added.
  • The largest Ares Management seller in Q3 2022 was Fidelity Investments, an estimated $82M sold.

Based on aggregated 13F filings for Q3 2022.