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Ares Management

280 hedge funds and large institutions have $8.09B invested in Ares Management in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 45

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

28% more capital invested

Capital invested by funds: $6.34B → $8.09B (+$1.75B)

16% more funds holding

Funds holding: 241280 (+39)

2.67% more ownership

Funds ownership: 75.72%78.39% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

35% less call options, than puts

Call options by funds: $3.38M | Put options by funds: $5.21M

Holders
280
Holders Change
+39
Holders Change %
+16.18%
% of All Funds
4.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
64
Increased
131
Reduced
45
Closed
23
Calls
$3.38M
Puts
$5.21M
Net Calls
-$1.83M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
$424K -$6.07M -108,564 -94%
LGA
202
Lebenthal Global Advisors
New York
$404K +$356K +6,368 New
GAM
203
Guinness Asset Management
United Kingdom
$401K +$106K +1,900 +43%
Prudential Financial
204
Prudential Financial
New Jersey
$398K +$59.9K +1,072 +21%
Lido Advisors
205
Lido Advisors
California
$396K +$348K +6,223 New
EGA
206
Eagle Global Advisors
Texas
$382K
American Century Companies
207
American Century Companies
Missouri
$365K
SPIA
208
Steward Partners Investment Advisory
New York
$365K +$45.6K +816 +17%
HWAM
209
Hennion & Walsh Asset Management
New Jersey
$358K +$314K +5,623 New
V
210
Veritable
Delaware
$342K +$5.54K +99 +2%
KPW
211
Kore Private Wealth
New York
$340K +$8.33K +149 +3%
RG
212
Rathbones Group
United Kingdom
$337K
ACH
213
ArrowMark Colorado Holdings
Colorado
$318K
HA
214
Harbor Advisors
Florida
$318K +$280K +5,000 New
NGA
215
Naples Global Advisors
Florida
$313K -$11.2K -200 -4%
VFA
216
Valeo Financial Advisors
Indiana
$291K
BEI
217
Benjamin Edwards Inc
Missouri
$290K +$255K +4,558 New
Walleye Trading
218
Walleye Trading
New York
$271K +$239K +4,266 New
PCS
219
Personal CFO Solutions
New Jersey
$270K +$35.6K +636 +18%
CBT
220
CoreFirst Bank & Trust
Kansas
$260K
HNB
221
Huntington National Bank
Ohio
$254K +$224K +4,000 New
TPA
222
Trivium Point Advisory
Connecticut
$250K +$220K +3,935 New
IRF
223
IBM Retirement Fund
New York
$247K +$217K +3,887 New
KL
224
KWMG LLC
Kansas
$246K
VPIM
225
Vanguard Personalized Indexing Management
California
$235K +$206K +3,690 New

ARES Hedge Fund Activity: Q2 2021 in Review

280 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q2 2021, worth a combined $8.09B — up 28% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ARES positions and 23 closed out — a net gain of 41 holders — while 131 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Brown Advisory, cutting an estimated $35.2M.

  • 280 institutional investors held Ares Management (ARES) as of Q2 2021, up from 241 in Q1 2021.
  • Funds reported $8.09B of Ares Management stock for Q2 2021, up 28% quarter-over-quarter.
  • 64 funds opened new Ares Management positions in Q2 2021 and 23 closed out, a net change of +41 holders.
  • The largest Ares Management buyer in Q2 2021 was Wellington Management Group, an estimated $216M added.
  • The largest Ares Management seller in Q2 2021 was Brown Advisory, an estimated $35.2M sold.

Based on aggregated 13F filings for Q2 2021.