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Ares Management

241 hedge funds and large institutions have $6.34B invested in Ares Management in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $8M | Put options by funds: $1.5M

26% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 76

21% more capital invested

Capital invested by funds: $5.26B → $6.34B (+$1.08B)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0% more funds holding

Funds holding: 241241 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.98% less ownership

Funds ownership: 77.7%75.72% (-2%)

Holders
241
Holders Change
Holders Change %
0%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
96
Reduced
76
Closed
31
Calls
$8M
Puts
$1.5M
Net Calls
+$6.5M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
201
FORA Capital
Florida
$180K -$444K -8,827 -73%
Macquarie Group
202
Macquarie Group
Australia
$165K -$47.8K -950 -24%
OIA
203
Optimum Investment Advisors
Illinois
$140K
PAM
204
Panagora Asset Management
Massachusetts
$120K +$108K +2,139 New
AWA
205
Arkadios Wealth Advisors
Georgia
$104K +$93.9K +1,866 New
RWB
206
RMR Wealth Builders
New Jersey
$89K +$46.6K +926 +138%
FHA
207
First Horizon Advisors
Tennessee
$71K +$64.3K +1,279 New
LIM
208
Longfellow Investment Management
Massachusetts
$57K
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$56K -$20.1K -399 -29%
FF
210
FourThought Financial
Florida
$56K -$3.47K -69 -6%
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$56K +$50.3K +1,000 New
IAIM
212
International Assets Investment Management
Florida
$50K
TH
213
TCTC Holdings
Texas
$49K +$28.2K +561 +174%
BCA
214
Berman Capital Advisors
Georgia
$44K +$201 +4 +0.5%
IA
215
IFP Advisors
Florida
$40K +$4.17K +83 +12%
CH
216
Canton Hathaway
Rhode Island
$39K +$35.2K +700 New
NICM
217
Neo Ivy Capital Management
New York
$36K -$205K -4,084 -86%
WOC
218
West Oak Capital
California
$34K
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$33K +$29.9K +595 New
EW
220
Evoke Wealth
California
$26K +$23.6K +470 New
TRCT
221
Tower Research Capital (TRC)
New York
$20K -$164K -3,262 -90%
FHC
222
First Horizon Corporation
Tennessee
$13K -$654 -13 -5%
SFS
223
Sowell Financial Services
Arkansas
$9K
HPC
224
HM Payson & Co
Maine
$8K
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.6K