We are live on ! Find out more
ARES icon

Ares Management

28 hedge funds and large institutions have $181M invested in Ares Management in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $166M → $181M (+$14.5M)

0.07% more ownership

Funds ownership: 12.02%12.09% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 3128 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
11
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$60.1M +$13.4M +713,211 +28%
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$43M -$18.4M -981,942 -30%
ClearBridge Investments
3
ClearBridge Investments
New York
$17M +$5.86M +312,640 +52%
O
4
OppenheimerFunds
New York
$15.2M +$1.7M +90,805 +12%
American Century Companies
5
American Century Companies
Missouri
$14.6M -$5.91M -315,361 -29%
BA
6
BlackRock Advisors
Delaware
$12.5M +$1.48M +79,000 +13%
RRC
7
Red Rocks Capital
Colorado
$9.63M +$8.47M +451,670 +669%
UBS Group
8
UBS Group
Switzerland
$2.33M +$29.4K +1,567 +1%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$1.17M +$190K +10,139 +19%
Goldman Sachs
10
Goldman Sachs
New York
$1.13M +$1.15M +61,181 New
BIM
11
BlackRock Investment Management
Delaware
$1.07M +$197K +10,500 +22%
AWCI
12
Alpine Woods Capital Investors
New York
$603K -$206K -11,000 -25%
Morgan Stanley
13
Morgan Stanley
New York
$496K +$251K +13,397 +100%
Macquarie Group
14
Macquarie Group
Australia
$480K
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$388K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$297K +$300K +16,014 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$271K -$19 -1 -0%
SEI Investments
18
SEI Investments
Pennsylvania
$237K -$54.7K -2,919 -19%
Bank of America
19
Bank of America
North Carolina
$97K +$14.1K +751 +17%
Citigroup
20
Citigroup
New York
$76K +$76.9K +4,103 New
JIC
21
Joel Isaacson & Co
New York
$53K +$675 +36 +1%
Wells Fargo
22
Wells Fargo
California
$28K -$71.2K -3,800 -72%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$20K +$20.6K +1,100 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$11K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9K