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Ares Management
ARES

Overview Fund Activity

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.

Holders
241
Holders Change
–
Holders Change %
0%
% of All Funds
4.24%
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

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$678M
2
Millennium Management
2
Millennium Management
New York
$54.3M
3
Franklin Resources
3
Franklin Resources
California
$159M
4
JCM
4
Junto Capital Management
New York
$53.2M
5
Truist Financial
5
Truist Financial
North Carolina
$18.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$14.3M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$638M
3
Brown Advisory
3
Brown Advisory
Maryland
$36.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$194M
5
RA
5
Royce & Associates
New York
$63.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
201
FORA Capital
Florida
$180K 3,206 -8,827 -73%
Macquarie Group
202
Macquarie Group
Australia
$165K 2,942 -950 -24%
OIA
203
Optimum Investment Advisors
Illinois
$140K 2,500 – –
PAM
204
Panagora Asset Management
Massachusetts
$120K 2,139 +2,139 New
AWA
205
Arkadios Wealth Advisors
Georgia
$104K 1,866 +1,866 New
RWB
206
RMR Wealth Builders
New Jersey
$89K 1,595 +926 +138%
FHA
207
First Horizon Advisors
Tennessee
$71K 1,279 +1,279 New
LIM
208
Longfellow Investment Management
Massachusetts
$57K 1,013 – –
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$56K 992 -399 -29%
FF
210
FourThought Financial
Florida
$56K 1,004 -69 -6%
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$56K 1,000 +1,000 New
IAIM
212
International Assets Investment Management
Florida
$50K 1,063 – –
TH
213
TCTC Holdings
Texas
$49K 883 +561 +174%
BCA
214
Berman Capital Advisors
Georgia
$44K 805 +4 +0.5%
IA
215
IFP Advisors
Florida
$40K 784 +83 +12%
CH
216
Canton Hathaway
Rhode Island
$39K 700 +700 New
NICM
217
Neo Ivy Capital Management
New York
$36K 646 -4,084 -86%
WOC
218
West Oak Capital
California
$34K 600 – –
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$33K 595 +595 New
EW
220
Evoke Wealth
California
$26K 470 +470 New
TRCT
221
Tower Research Capital (TRC)
New York
$20K 354 -3,262 -90%
FHC
222
First Horizon Corporation
Tennessee
$13K 242 -13 -5%
SFS
223
Sowell Financial Services
Arkansas
$9K 164 – –
HPC
224
HM Payson & Co
Maine
$8K 140 – –
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.6K 100 – –
7 8
9
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