ARES icon

Ares Management
ARES

Overview Fund Activity

484 hedge funds and large institutions have $16.7B invested in Ares Management in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 184 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+43
Holders Change %
+9.75%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
81
Increased
184
Reduced
141
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$600M
2
Capital World Investors
Capital World Investors
California
$1.14B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$93.7M
4
Millennium Management
Millennium Management
New York
$270M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$151M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.8B
2
Capital International Investors
Capital International Investors
California
$573M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$0
4
HCM
HMI Capital Management
California
$220M
5
VVP
Vulcan Value Partners
Alabama
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
176
Canada Life
Manitoba, Canada
$3M -$23.6K -229 -0.8%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$2.98M +$95.1K +903 +3%
AWAU
178
Alliance Wealth Advisors (Utah)
Utah
$2.92M +$104K +1,012 +4%
KBC Group
179
KBC Group
Belgium
$2.83M -$4.37M -42,529 -61%
URS
180
Utah Retirement Systems
Utah
$2.83M – – –
AR
181
Advisory Research
Illinois
$2.81M -$266K -2,584 -9%
NA
182
NewEdge Advisors
Louisiana
$2.8M +$458K +4,448 +20%
EGM
183
Engineers Gate Manager
New York
$2.76M +$1.5M +14,595 +119%
RBA
184
Richard Bernstein Advisors
New York
$2.76M +$2.76M +26,844 New
PCA
185
Pallas Capital Advisors
Massachusetts
$2.75M +$29.7K +293 +1%
BCI
186
Brinker Capital Investments
Pennsylvania
$2.74M -$198K -1,925 -7%
OPS
187
Orion Portfolio Solutions
Nebraska
$2.74M -$198K -1,925 -7%
SFM
188
Signet Financial Management
New Jersey
$2.66M +$2.66M +25,892 New
OC
189
Oppenheimer & Co
New York
$2.65M +$167K +1,628 +7%
HHGC
190
Hunting Hill Global Capital
New York
$2.61M +$1.01M +9,837 +63%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$2.61M +$771K +7,468 +42%
DekaBank Deutsche Girozentrale
192
DekaBank Deutsche Girozentrale
Germany
$2.56M +$882K +8,409 +52%
DZ Bank
193
DZ Bank
Germany
$2.54M +$1.48M +14,395 +139%
SWS
194
SYSTM Wealth Solutions
Illinois
$2.42M +$383K +3,721 +19%
PIC
195
Portland Investment Counsel
Ontario, Canada
$2.39M – – –
MFS
196
Mirabella Financial Services
United Kingdom
$2.38M -$3.97M -38,577 -62%
X
197
Xponance
Pennsylvania
$2.35M +$20.2K +196 +0.9%
HFS
198
Hantz Financial Services
Michigan
$2.35M +$9.36K +91 +0.4%
SLI
199
Sumitomo Life Insurance
Japan
$2.34M +$120K +1,167 +5%
AG
200
AIA Group
Hong Kong
$2.32M +$20.6K +200 +0.9%
6 7
8
9 10