Ares Management
ARES
175 hedge funds and large institutions have $2.81B invested in Ares Management in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 29 closing their positions.
4,296% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $46K
48% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 29
37% more capital invested
Capital invested by funds: $2.06B → $2.81B (+$759M)
36% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 50
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more funds holding
Funds holding: 162 → 175 (+13)
1.9% more ownership
Funds ownership: 66.81% → 68.71% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$80.1M |
| 2 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$23.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$15.4M |
| 4 |
Morgan Stanley
New York
|
+$13M |
| 5 |
JCM
Junto Capital Management
New York
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$23.1M |
| 2 |
RA
Royce & Associates
New York
|
-$20.2M |
| 3 |
Goldman Sachs
New York
|
-$16M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$15.9M |
| 5 |
Millennium Management
New York
|
-$15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WOC
201
West Oak Capital
Westlake Village,
California
| – | -$12K | -450 | Closed |
|
202
Simplex Trading
Chicago,
Illinois
| – | -$8.98K | -289 | Closed |
|
|
NFG
203
Next Financial Group
Houston,
Texas
| – | -$4K | -139 | Closed |
|
ARES Hedge Fund Activity: Q4 2019 in Review
175 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q4 2019, worth a combined $2.81B — up 37% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new ARES positions and 29 closed out — a net gain of 14 holders — while 68 added to existing stakes and 50 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $80.1M. The largest seller was Wellington Management Group, cutting an estimated $23.1M.
- 175 institutional investors held Ares Management (ARES) as of Q4 2019, up from 162 in Q3 2019.
- Funds reported $2.81B of Ares Management stock for Q4 2019, up 37% quarter-over-quarter.
- 43 funds opened new Ares Management positions in Q4 2019 and 29 closed out, a net change of +14 holders.
- The largest Ares Management buyer in Q4 2019 was William Blair Investment Management, an estimated $80.1M added.
- The largest Ares Management seller in Q4 2019 was Wellington Management Group, an estimated $23.1M sold.
Based on aggregated 13F filings for Q4 2019.