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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
SI
126
Stephens Inc
Arkansas
$3.23M +$64K +916 +2%
AG
127
Algert Global
California
$3.14M +$908K +12,982 +34%
CII
128
Capital International Inc
California
$3.01M
SWP
129
Stratos Wealth Partners
Ohio
$2.97M -$308K -4,408 -8%
EP
130
Edgestream Partners
New Jersey
$2.9M +$3.27M +46,805 New
Verition Fund Management
131
Verition Fund Management
Connecticut
$2.87M +$2.7M +38,608 +502%
Capital Research Global Investors
132
Capital Research Global Investors
California
$2.83M
HWM
133
Hohimer Wealth Management
Washington
$2.82M +$32.2K +460 +1%
JWM
134
Jackson Wealth Management
Florida
$2.78M +$1.68M +24,068 +116%
EAM
135
EFG Asset Management
Oregon
$2.61M +$2.95M +42,220 New
AA
136
ALPS Advisors
Colorado
$2.59M +$1.13M +16,225 +63%
PCA
137
Pallas Capital Advisors
Massachusetts
$2.53M +$67.6K +967 +3%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$2.5M +$331K +4,739 +13%
ASRS
139
Arizona State Retirement System
Arizona
$2.46M +$14.2K +203 +0.5%
EGM
140
Engineers Gate Manager
New York
$2.4M +$741K +10,602 +38%
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$2.35M +$640K +9,150 +32%
BMSSC
142
B. Metzler seel. Sohn & Co
Germany
$2.31M +$474K +6,779 +22%
DFCM
143
Dark Forest Capital Management
Puerto Rico
$2.3M +$2.59M +37,102 New
LPL Financial
144
LPL Financial
California
$2.21M -$58.4K -835 -2%
N
145
Natixis
France
$2.2M -$2.73M -39,000 -52%
SFM
146
Soros Fund Management
New York
$2.19M
OFW
147
Omnia Family Wealth
Florida
$2.17M
RJFSA
148
Raymond James Financial Services Advisors
Florida
$2.12M -$276K -3,944 -10%
Brown Advisory
149
Brown Advisory
Maryland
$2.1M +$737K +10,543 +45%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$2.06M -$64.9K -928 -3%

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.