We are live on ! Find out more
ARES icon

Ares Management

241 hedge funds and large institutions have $6.34B invested in Ares Management in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $8M | Put options by funds: $1.5M

26% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 76

21% more capital invested

Capital invested by funds: $5.26B → $6.34B (+$1.08B)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0% more funds holding

Funds holding: 241241 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.98% less ownership

Funds ownership: 77.7%75.72% (-2%)

Holders
241
Holders Change
Holders Change %
0%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
96
Reduced
76
Closed
31
Calls
$8M
Puts
$1.5M
Net Calls
+$6.5M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$1.12M +$269K +5,347 +36%
BAS
127
Brown Advisory Securities
Maryland
$1.1M -$44K -875 -4%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$1.06M +$303K +6,016 +46%
SG Americas Securities
129
SG Americas Securities
New York
$1.06M +$527K +10,476 +125%
AB
130
Amalgamated Bank
New York
$1.02M -$80.1K -1,592 -8%
William Blair & Company
131
William Blair & Company
Illinois
$954K -$51.2K -1,017 -6%
CTA
132
Chesley Taft & Associates
Illinois
$911K +$23.9K +475 +3%
KACA
133
Kayne Anderson Capital Advisors
California
$812K
LIM
134
Leavell Investment Management
Alabama
$812K +$75.4K +1,500 +12%
LPL Financial
135
LPL Financial
California
$789K -$249K -4,954 -26%
NFC
136
Northeast Financial Consultants
Connecticut
$764K +$5.33K +106 +0.8%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$753K
ClearBridge Investments
138
ClearBridge Investments
New York
$746K +$15.5K +308 +2%
AAM
139
Advisors Asset Management
Colorado
$742K +$166K +3,299 +33%
OC
140
Oppenheimer & Co
New York
$732K -$29K -577 -4%
MFS
141
Mirabella Financial Services
United Kingdom
$714K +$641K +12,747 New
BIAS
142
Beacon Investment Advisory Services
New Jersey
$710K -$32.5K -647 -5%
PAS
143
Park Avenue Securities
New York
$706K +$218K +4,337 +52%
M&T Bank
144
M&T Bank
New York
$678K -$51.8K -1,030 -8%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$672K -$1.46M -28,984 -71%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$668K +$112K +2,225 +23%
AR
147
Advisory Research
Illinois
$660K -$27.1K -538 -4%
WG
148
Winton Group
United Kingdom
$656K +$346K +6,883 +142%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$640K -$102K -2,025 -15%
APA
150
American Portfolios Advisors
New York
$637K +$106K +2,117 +23%

ARES Hedge Fund Activity: Q1 2021 in Review

241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q1 2021, worth a combined $6.34B — up 21% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARES positions and 31 closed out — a net gain of 2 holders — while 96 added to existing stakes and 76 trimmed.

The largest buyer was Vanguard Group, adding an estimated $132M. The largest seller was Invesco, cutting an estimated $97.4M.

  • 241 institutional investors held Ares Management (ARES) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $6.34B of Ares Management stock for Q1 2021, up 21% quarter-over-quarter.
  • 33 funds opened new Ares Management positions in Q1 2021 and 31 closed out, a net change of +2 holders.
  • The largest Ares Management buyer in Q1 2021 was Vanguard Group, an estimated $132M added.
  • The largest Ares Management seller in Q1 2021 was Invesco, an estimated $97.4M sold.

Based on aggregated 13F filings for Q1 2021.