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Ares Management
ARES

Overview Fund Activity

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
Holders
280
Holders Change
+39
Holders Change %
+16.18%
% of All Funds
4.89%
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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$970M
2
Principal Financial Group
Principal Financial Group
Iowa
$97.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$858M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
$850M
5
HCM
Hamlin Capital Management
New York
$78.1M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$1.26M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$209M
3
Ameriprise
Ameriprise
Minnesota
$89.4M
4
Citadel Advisors
Citadel Advisors
Florida
$9.58M
5
RA
Royce & Associates
New York
$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
$424K -$6.9M -108,564 -94%
LGA
202
Lebenthal Global Advisors
New York
$404K +$404K +6,368 New
GAM
203
Guinness Asset Management
United Kingdom
$401K +$121K +1,900 +43%
Prudential Financial
204
Prudential Financial
New Jersey
$398K +$68.1K +1,072 +21%
Lido Advisors
205
Lido Advisors
California
$396K +$396K +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 +$51.9K +816 +17%
HWAM
209
Hennion & Walsh Asset Management
New Jersey
$358K +$358K +5,623 New
V
210
Veritable
Delaware
$342K +$6.29K +99 +2%
KPW
211
Kore Private Wealth
New York
$340K +$9.49K +149 +3%
RG
212
Rathbones Group
United Kingdom
$337K – – –
ACH
213
ArrowMark Colorado Holdings
Colorado
$318K – – –
HA
214
Harbor Advisors
Florida
$318K +$318K +5,000 New
NGA
215
Naples Global Advisors
Florida
$313K -$12.7K -200 -4%
VFA
216
Valeo Financial Advisors
Indiana
$291K – – –
BEI
217
Benjamin Edwards Inc
Missouri
$290K +$290K +4,558 New
Walleye Trading
218
Walleye Trading
New York
$271K +$271K +4,266 New
PCS
219
Personal CFO Solutions
New Jersey
$270K +$40.5K +636 +18%
CBT
220
CoreFirst Bank & Trust
Kansas
$260K – – –
HNB
221
Huntington National Bank
Ohio
$254K +$254K +4,000 New
TPA
222
Trivium Point Advisory
Connecticut
$250K +$250K +3,935 New
IRF
223
IBM Retirement Fund
New York
$247K +$247K +3,887 New
KL
224
KWMG LLC
Kansas
$246K – – –
VPIM
225
Vanguard Personalized Indexing Management
California
$235K +$235K +3,690 New
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