We are live on ! Find out more
ARES icon

Ares Management

604 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 202 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $19.1B → $21.5B (+$2.4B)

10% more funds holding

Funds holding: 548604 (+56)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 211

1.35% less ownership

Funds ownership: 86.55%85.2% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

69% less call options, than puts

Call options by funds: $98M | Put options by funds: $316M

Holders
604
Holders Change
+56
Holders Change %
+10.22%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
113
Increased
202
Reduced
211
Closed
49
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
X
201
Xponance
Pennsylvania
$4.03M +$1.03M +8,035 +36%
NA
202
NewEdge Advisors
Louisiana
$3.97M +$155K +1,211 +4%
PCA
203
Pallas Capital Advisors
Massachusetts
$3.89M +$153K +1,201 +4%
URS
204
Utah Retirement Systems
Utah
$3.86M +$89.4K +700 +2%
RPCA
205
Running Point Capital Advisors
California
$3.81M +$2.1M +16,438 +135%
AA
206
ALPS Advisors
Colorado
$3.81M -$305K -2,385 -8%
Osaic Holdings
207
Osaic Holdings
Arizona
$3.63M -$4.46M -34,918 -56%
RBA
208
Richard Bernstein Advisors
New York
$3.57M
GDP
209
Great Diamond Partners
Maine
$3.51M +$74.7K +585 +2%
ACM
210
Aquatic Capital Management
Illinois
$3.51M +$2.64M +20,700 +363%
SFM
211
Signet Financial Management
New Jersey
$3.49M +$69.4K +543 +2%
SEC
212
Seven Eight Capital
New York
$3.49M +$3.35M +26,212 New
CT
213
Coastline Trust
Rhode Island
$3.48M +$716K +5,603 +27%
FC
214
FORA Capital
Florida
$3.43M +$3.3M +25,822 New
KBC Group
215
KBC Group
Belgium
$3.4M -$241K -1,886 -7%
TD Asset Management
216
TD Asset Management
Ontario, Canada
$3.39M +$223K +1,748 +7%
Man Group
217
Man Group
United Kingdom
$3.38M +$612K +4,790 +23%
OC
218
Oppenheimer & Co
New York
$3.36M -$34.9K -273 -1%
PCIA
219
Prime Capital Investment Advisors
Kansas
$3.32M -$1.77M -13,836 -36%
CSS
220
Cubist Systematic Strategies
Connecticut
$3.24M +$3.11M +24,378 New
AWAU
221
Alliance Wealth Advisors (Utah)
Utah
$3.22M -$598K -4,678 -16%
JWM
222
JPL Wealth Management
Colorado
$3.19M +$414K +3,240 +16%
DZ Bank
223
DZ Bank
Germany
$3.16M -$39.3K -308 -1%
Public Sector Pension Investment Board (PSP Investments)
224
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3M +$100K +785 +4%
AWM
225
Apollon Wealth Management
South Carolina
$3M -$297K -2,329 -9%