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Ares Management
ARES

437 hedge funds and large institutions have $13.2B invested in Ares Management in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 159 increasing their positions, 138 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

33% more capital invested

Capital invested by funds: $9.92B → $13.2B (+$3.32B)

15% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 138

7% more funds holding

Funds holding: 407 → 437 (+30)

0.64% more ownership

Funds ownership: 83.82% → 84.46% (+0.64%)

93% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $337M

Holders
437
Holders Change
+30
Holders Change %
+7.37%
% of All Funds
6.96%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
77
Increased
159
Reduced
138
Closed
43
Calls
$23.2M
Puts
$337M
Net Calls
-$314M
Net Calls Change
-$48.8M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$255M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$126M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$100M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$73.4M
5
BlackRock
BlackRock
New York
+$55.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$143M
2
Ameriprise
Ameriprise
Minnesota
-$43.9M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$42.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$34.3M
5
SSA
Schonfeld Strategic Advisors
New York
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
151
Assenagon Asset Management
Luxembourg
$2.97M +$2.83M +35,556 New
EAMA
152
EFG Asset Management (Americas)
Florida
$2.94M +$785K +9,876 +39%
OFW
153
Omnia Family Wealth
Florida
$2.92M – – –
SLAM
154
Swiss Life Asset Management
$2.87M +$2.73M +34,362 New
Brown Advisory
155
Brown Advisory
Maryland
$2.82M -$87.1K -1,095 -3%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$2.8M -$547K -6,876 -17%
BMSSC
157
B. Metzler seel. Sohn & Co
Germany
$2.76M -$199K -2,500 -7%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$2.73M +$171K +2,152 +7%
PCA
159
Pallas Capital Advisors
Massachusetts
$2.57M +$159K +2,005 +7%
Canada Life
160
Canada Life
Manitoba, Canada
$2.51M -$11.4K -144 -0.5%
II
161
IFM Investors
Australia
$2.51M +$220K +2,764 +10%
BCI
162
Brinker Capital Investments
Pennsylvania
$2.48M -$130K -1,630 -5%
OPS
163
Orion Portfolio Solutions
Nebraska
$2.48M +$2.37M +29,768 New
LSAG
164
Lake Street Advisors Group
New Hampshire
$2.46M +$31.2K +393 +1%
WAM
165
Weiss Asset Management
Massachusetts
$2.31M +$2.2M +27,679 New
URS
166
Utah Retirement Systems
Utah
$2.29M +$7.95K +100 +0.4%
AWAU
167
Alliance Wealth Advisors (Utah)
Utah
$2.22M +$23.2K +292 +1%
Skandinaviska Enskilda Banken (SEB)
168
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.22M +$144K +1,807 +7%
PCM
169
Prana Capital Management
Connecticut
$2.2M -$4.68M -58,889 -69%
AR
170
Advisory Research
Illinois
$2.04M -$80 -1 -0%
Allianz Asset Management
171
Allianz Asset Management
Germany
$2.03M +$34.3K +432 +2%
Walleye Capital
172
Walleye Capital
New York
$2.01M +$1.92M +24,130 New
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$2M -$836K -10,517 -31%
PAS
174
Park Avenue Securities
New York
$1.96M -$120K -1,504 -6%
PIC
175
Portland Investment Counsel
Ontario, Canada
$1.94M – – –
5 6
7
8 9

ARES Hedge Fund Activity: Q1 2023 in Review

437 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q1 2023, worth a combined $13.2B — up 33% from $9.92B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARES positions and 43 closed out — a net gain of 34 holders — while 159 added to existing stakes and 138 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $255M. The largest seller was Wellington Management Group, cutting an estimated $143M.

  • 437 institutional investors held Ares Management (ARES) as of Q1 2023, up from 407 in Q4 2022.
  • Funds reported $13.2B of Ares Management stock for Q1 2023, up 33% quarter-over-quarter.
  • 77 funds opened new Ares Management positions in Q1 2023 and 43 closed out, a net change of +34 holders.
  • The largest Ares Management buyer in Q1 2023 was Boston Partners, an estimated $255M added.
  • The largest Ares Management seller in Q1 2023 was Wellington Management Group, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2023.