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Ares Management

371 hedge funds and large institutions have $8.82B invested in Ares Management in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 127 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

11% more capital invested

Capital invested by funds: $7.92B → $8.82B (+$893M)

4% more funds holding

Funds holding: 356371 (+15)

1.71% more ownership

Funds ownership: 81.18%82.89% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 120

86% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $92M

Holders
371
Holders Change
+15
Holders Change %
+4.21%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
57
Increased
127
Reduced
120
Closed
39
Calls
$12.4M
Puts
$92M
Net Calls
-$79.6M
Net Calls Change
-$87.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
201
Northeast Financial Consultants
Connecticut
$867K
AAM
202
Advisors Asset Management
Colorado
$865K -$220K -3,145 -18%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$860K +$88.3K +1,263 +10%
KAS
204
Kestra Advisory Services
Texas
$824K -$60.3K -862 -6%
HH
205
Hilltop Holdings
Texas
$775K -$159K -2,270 -15%
Deutsche Bank
206
Deutsche Bank
Germany
$767K -$411K -5,872 -32%
HCL
207
Heard Capital LLC
Illinois
$763K
SEI Investments
208
SEI Investments
Pennsylvania
$752K +$190K +2,715 +29%
UIA
209
UBP Investment Advisors
Switzerland
$740K
MSRPS
210
Maryland State Retirement & Pension System
Maryland
$723K
Walleye Trading
211
Walleye Trading
New York
$722K +$815K +11,660 New
GC
212
Guggenheim Capital
Illinois
$718K -$66K -944 -8%
OAM
213
Oppenheimer Asset Management
New York
$686K -$8.32K -119 -1%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$672K
PFG
215
PAX Financial Group
Texas
$670K +$11K +158 +1%
QCM
216
Quantinno Capital Management
New York
$665K -$209K -2,990 -22%
Tudor Investment Corp
217
Tudor Investment Corp
Connecticut
$648K +$196K +2,806 +37%
ProShare Advisors
218
ProShare Advisors
Maryland
$644K -$123K -1,760 -14%
PAMS
219
Pictet Asset Management (Switzerland)
Switzerland
$628K +$46.8K +670 +7%
PMA
220
Prudent Man Advisors
Illinois
$612K +$22K +314 +3%
IAN
221
Integrated Advisors Network
Texas
$611K +$58.5K +837 +9%
BTWM
222
Baker Tilly Wealth Management
Wisconsin
$591K -$12.4K -177 -2%
MIM
223
MetLife Investment Management
New Jersey
$583K +$419 +6 +0.1%
JF
224
Jump Financial
Illinois
$577K -$544K -7,787 -46%
AWM
225
Affinity Wealth Management
Delaware
$570K -$4.05K -58 -0.6%

ARES Hedge Fund Activity: Q3 2022 in Review

371 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q3 2022, worth a combined $8.82B — up 11% from $7.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ARES positions and 39 closed out — a net gain of 18 holders — while 127 added to existing stakes and 120 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $170M. The largest seller was Fidelity Investments, cutting an estimated $82M.

  • 371 institutional investors held Ares Management (ARES) as of Q3 2022, up from 356 in Q2 2022.
  • Funds reported $8.82B of Ares Management stock for Q3 2022, up 11% quarter-over-quarter.
  • 57 funds opened new Ares Management positions in Q3 2022 and 39 closed out, a net change of +18 holders.
  • The largest Ares Management buyer in Q3 2022 was Vulcan Value Partners, an estimated $170M added.
  • The largest Ares Management seller in Q3 2022 was Fidelity Investments, an estimated $82M sold.

Based on aggregated 13F filings for Q3 2022.