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Ares Management
ARES

280 hedge funds and large institutions have $8.09B invested in Ares Management in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 45

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

28% more capital invested

Capital invested by funds: $6.34B → $8.09B (+$1.75B)

16% more funds holding

Funds holding: 241 → 280 (+39)

2.67% more ownership

Funds ownership: 75.72% → 78.39% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

35% less call options, than puts

Call options by funds: $3.38M | Put options by funds: $5.21M

Holders
280
Holders Change
+39
Holders Change %
+16.18%
% of All Funds
4.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
64
Increased
131
Reduced
45
Closed
23
Calls
$3.38M
Puts
$5.21M
Net Calls
-$1.83M
Net Calls Change
-$8.33M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$216M
2
Principal Financial Group
Principal Financial Group
Iowa
+$84.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$77.8M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
+$69M
5
HCM
Hamlin Capital Management
New York
+$68.7M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$35.2M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$23.7M
3
Ameriprise
Ameriprise
Minnesota
-$18.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$17.6M
5
RA
Royce & Associates
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
126
Citizens Business Bank
California
$2.01M – – –
BCI
127
Brinker Capital Investments
Pennsylvania
$1.99M +$1.75M +31,219 New
ASRS
128
Arizona State Retirement System
Arizona
$1.94M -$51.2K -915 -3%
SFI
129
Susquehanna Fundamental Investments
Pennsylvania
$1.94M -$2.34M -41,828 -58%
AA
130
ALPS Advisors
Colorado
$1.92M +$1.69M +30,200 New
SI
131
Stephens Inc
Arkansas
$1.8M +$39.1K +700 +3%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$1.77M +$216K +3,858 +16%
AB
133
Amalgamated Bank
New York
$1.68M +$456K +8,158 +45%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$1.6M +$1.41M +25,180 +49,373%
NIPH
135
NN Investment Partners Holdings
Netherlands
$1.6M +$1.41M +25,200 New
US Bancorp
136
US Bancorp
Minnesota
$1.59M +$8.22K +147 +0.6%
HighTower Advisors
137
HighTower Advisors
Illinois
$1.54M +$18.1K +324 +1%
CSS
138
Cubist Systematic Strategies
Connecticut
$1.54M +$1.35M +24,199 New
PIC
139
Portland Investment Counsel
Ontario, Canada
$1.48M – – –
FCM
140
FJ Capital Management
Virginia
$1.44M +$1.29M +23,000 New
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$1.35M – – –
Mirae Asset Global Investments
142
Mirae Asset Global Investments
South Korea
$1.31M +$87.2K +1,560 +8%
BAS
143
Brown Advisory Securities
Maryland
$1.3M +$50.3K +900 +5%
ACI
144
AMP Capital Investors
Australia
$1.3M +$1.14M +20,414 New
Brown Advisory
145
Brown Advisory
Maryland
$1.26M -$35.2M -630,169 -97%
APA
146
American Portfolios Advisors
New York
$1.18M +$400K +7,146 +63%
SG Americas Securities
147
SG Americas Securities
New York
$1.15M -$39.8K -712 -4%
AFS
148
Access Financial Services
Minnesota
$1.08M +$951K +17,014 New
LPL Financial
149
LPL Financial
California
$1.04M +$126K +2,254 +16%
PAS
150
Park Avenue Securities
New York
$1.01M +$184K +3,291 +26%
4 5
6
7 8

ARES Hedge Fund Activity: Q2 2021 in Review

280 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q2 2021, worth a combined $8.09B — up 28% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ARES positions and 23 closed out — a net gain of 41 holders — while 131 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Brown Advisory, cutting an estimated $35.2M.

  • 280 institutional investors held Ares Management (ARES) as of Q2 2021, up from 241 in Q1 2021.
  • Funds reported $8.09B of Ares Management stock for Q2 2021, up 28% quarter-over-quarter.
  • 64 funds opened new Ares Management positions in Q2 2021 and 23 closed out, a net change of +41 holders.
  • The largest Ares Management buyer in Q2 2021 was Wellington Management Group, an estimated $216M added.
  • The largest Ares Management seller in Q2 2021 was Brown Advisory, an estimated $35.2M sold.

Based on aggregated 13F filings for Q2 2021.