Ares Management
ARES
39 hedge funds and large institutions have $283M invested in Ares Management in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 10 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
30% more call options, than puts
Call options by funds: $1.53M | Put options by funds: $1.18M
18% more capital invested
Capital invested by funds: $239M → $283M (+$43.8M)
1.59% more ownership
Funds ownership: 15.61% → 17.21% (+1.6%)
11% less funds holding
Funds holding: 44 → 39 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.6M |
| 2 |
PC
PM Capital
Sydney,
Australia
|
+$7.52M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$6.14M |
| 4 |
Morgan Stanley
New York
|
+$5.78M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$20.3M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.9M |
| 3 |
JP Morgan Chase
New York
|
-$1.99M |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
-$1.94M |
| 5 |
RA
Royce & Associates
New York
|
-$1.84M |
ARES Hedge Fund Activity: Q4 2017 in Review
39 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q4 2017, worth a combined $283M — up 18% from $239M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ARES and 5 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 22 added.
The largest buyer was Fidelity Investments, adding an estimated $12.6M. The largest seller was EJF Capital, exiting entirely with an estimated $20.3M sold.
- 39 institutional investors held Ares Management (ARES) as of Q4 2017, down from 44 in Q3 2017.
- Funds reported $283M of Ares Management stock for Q4 2017, up 18% quarter-over-quarter.
- 5 funds opened new Ares Management positions in Q4 2017 and 10 closed out, a net change of -5 holders.
- The largest Ares Management buyer in Q4 2017 was Fidelity Investments, an estimated $12.6M added.
- The largest Ares Management seller in Q4 2017 was EJF Capital, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2017.