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Ares Management

124 hedge funds and large institutions have $1.44B invested in Ares Management in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

49% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $2.17M

33% more capital invested

Capital invested by funds: $1.09B → $1.44B (+$355M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more funds holding

Funds holding: 105124 (+19)

15% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 34

0.18% more ownership

Funds ownership: 60.08%60.26% (+0.18%)

Holders
124
Holders Change
+19
Holders Change %
+18.1%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
37
Increased
39
Reduced
34
Closed
17
Calls
$3.24M
Puts
$2.17M
Net Calls
+$1.07M
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$189M +$5M +228,869 +3%
AC
2
Alleghany Corporation
New York
$133M -$31.1M -1,423,387 -20%
RA
3
Royce & Associates
New York
$118M -$2.04M -93,296 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$106M -$25.3M -1,158,052 -20%
Ameriprise
5
Ameriprise
Minnesota
$77.1M +$2.4M +109,662 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$65.2M +$8.67M +396,792 +16%
Citadel Advisors
7
Citadel Advisors
Florida
$49M +$5.72M +261,723 +14%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.4M -$241K -11,040 -0.5%
Capital International Investors
9
Capital International Investors
California
$44.3M
American Century Companies
10
American Century Companies
Missouri
$41.6M -$9.45M -432,570 -19%
Brown Advisory
11
Brown Advisory
Maryland
$41.4M +$2.17M +99,537 +6%
PC
12
PM Capital
Australia
$38.3M +$15.3K +700 +0%
VNIM
13
Vaughan Nelson Investment Management
Texas
$29.4M +$27.6M +1,265,250 New
SBH
14
Segall Bryant & Hamill
Illinois
$27.5M +$14.8M +677,401 +133%
Federated Hermes
15
Federated Hermes
Pennsylvania
$22.6M -$13.5M -618,851 -39%
Millennium Management
16
Millennium Management
New York
$22.1M -$7.73M -353,825 -27%
HCM
17
Hilton Capital Management
New York
$21.4M +$5.57M +255,096 +38%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$18.6M -$5.14M -235,425 -23%
Bank of America
19
Bank of America
North Carolina
$18.5M +$14.5M +662,399 +494%
JP Morgan Chase
20
JP Morgan Chase
New York
$17.7M -$714K -32,701 -4%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$17M -$4.01M -183,700 -20%
BlackRock
22
BlackRock
New York
$15.9M +$11.1M +506,687 +287%
WRF
23
Waddell & Reed Financial
Kansas
$15.8M +$14.9M +681,669 New
O
24
OppenheimerFunds
New York
$15.6M -$6.49M -297,000 -31%
Invesco
25
Invesco
Georgia
$15.2M +$5.39M +246,692 +60%

ARES Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q1 2019, worth a combined $1.44B — up 33% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARES positions and 17 closed out — a net gain of 20 holders — while 39 added to existing stakes and 34 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $27.6M. The largest seller was Alleghany Corporation, cutting an estimated $31.1M.

  • 124 institutional investors held Ares Management (ARES) as of Q1 2019, up from 105 in Q4 2018.
  • Funds reported $1.44B of Ares Management stock for Q1 2019, up 33% quarter-over-quarter.
  • 37 funds opened new Ares Management positions in Q1 2019 and 17 closed out, a net change of +20 holders.
  • The largest Ares Management buyer in Q1 2019 was Vaughan Nelson Investment Management, an estimated $27.6M added.
  • The largest Ares Management seller in Q1 2019 was Alleghany Corporation, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2019.