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Ares Management
ARES

33 hedge funds and large institutions have $182M invested in Ares Management in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

18% more funds holding

Funds holding: 28 → 33 (+5)

1% more capital invested

Capital invested by funds: $181M → $182M (+$1.12M)

0.1% more ownership

Funds ownership: 12.09% → 12.19% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
11
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
+$4.74M
2
RRC
Red Rocks Capital
Colorado
+$3.22M
3
UBS Group
UBS Group
Switzerland
+$3.21M
4
RA
Royce & Associates
New York
+$2.45M
5
GCM
Gator Capital Management
Florida
+$842K

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$8.3M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.01M
3
ClearBridge Investments
ClearBridge Investments
New York
-$556K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$388K
5
Goldman Sachs
Goldman Sachs
New York
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$60M +$122K +6,451 +0.2%
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$39M -$4.01M -212,615 -9%
ClearBridge Investments
3
ClearBridge Investments
New York
$16.4M -$556K -29,425 -3%
O
4
OppenheimerFunds
New York
$15.3M +$147K +7,803 +1%
American Century Companies
5
American Century Companies
Missouri
$14.4M -$149K -7,870 -1%
RRC
6
Red Rocks Capital
Colorado
$12.8M +$3.22M +170,530 +33%
UBS Group
7
UBS Group
Switzerland
$5.46M +$3.21M +169,838 +135%
CS
8
Credit Suisse
Switzerland
$4.64M +$4.74M +250,949 New
BA
9
BlackRock Advisors
Delaware
$4.39M -$8.3M -439,516 -65%
RA
10
Royce & Associates
New York
$2.4M +$2.45M +129,600 New
BIM
11
BlackRock Investment Management
Delaware
$1.26M +$195K +10,316 +18%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$1M -$195K -10,351 -16%
Goldman Sachs
13
Goldman Sachs
New York
$829K -$309K -16,360 -27%
GCM
14
Gator Capital Management
Florida
$825K +$842K +44,599 New
Morgan Stanley
15
Morgan Stanley
New York
$614K +$121K +6,430 +24%
AWCI
16
Alpine Woods Capital Investors
New York
$555K -$47.5K -2,515 -8%
Macquarie Group
17
Macquarie Group
Australia
$479K – – –
QI
18
Quotient Investors
New York
$370K +$378K +20,001 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$297K +$963 +51 +0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$270K – – –
SEI Investments
21
SEI Investments
Pennsylvania
$236K – – –
Bank of America
22
Bank of America
North Carolina
$94K -$2.78K -147 -3%
KCPG
23
Kavar Capital Partners Group
Kansas
$55K +$56.6K +3,000 New
JIC
24
Joel Isaacson & Co
New York
$53K +$699 +37 +1%
Wells Fargo
25
Wells Fargo
California
$48K +$21K +1,112 +74%
1
2

ARES Hedge Fund Activity: Q2 2015 in Review

33 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q2 2015, worth a combined $182M — up 0.62% from $181M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ARES positions and 1 closed out — a net gain of 5 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $4.74M. The largest seller was BlackRock Advisors, cutting an estimated $8.3M.

  • 33 institutional investors held Ares Management (ARES) as of Q2 2015, up from 28 in Q1 2015.
  • Funds reported $182M of Ares Management stock for Q2 2015, up 0.62% quarter-over-quarter.
  • 6 funds opened new Ares Management positions in Q2 2015 and 1 closed out, a net change of +5 holders.
  • The largest Ares Management buyer in Q2 2015 was Credit Suisse, an estimated $4.74M added.
  • The largest Ares Management seller in Q2 2015 was BlackRock Advisors, an estimated $8.3M sold.

Based on aggregated 13F filings for Q2 2015.