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Ares Management

212 hedge funds and large institutions have $4.45B invested in Ares Management in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 52

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3% more funds holding

Funds holding: 206212 (+6)

4% more capital invested

Capital invested by funds: $4.27B → $4.45B (+$176M)

3% more call options, than puts

Call options by funds: $6.63M | Put options by funds: $6.46M

4.18% less ownership

Funds ownership: 81.34%77.17% (-4.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
33
Increased
90
Reduced
52
Closed
26
Calls
$6.63M
Puts
$6.46M
Net Calls
+$170K
Net Calls Change
-$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
1
Sumitomo Mitsui Financial Group
Japan
$490M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$463M -$7.87M -197,191 -2%
Capital World Investors
3
Capital World Investors
California
$413M
Vanguard Group
4
Vanguard Group
Pennsylvania
$373M +$33M +826,434 +10%
Capital International Investors
5
Capital International Investors
California
$266M
HCM
6
HMI Capital Management
California
$234M +$44.2M +1,108,192 +24%
BlackRock
7
BlackRock
New York
$191M +$12.9M +324,207 +7%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$151M +$30.1M +754,951 +25%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$119M +$98.3M +2,461,042 +499%
Invesco
10
Invesco
Georgia
$118M -$15.7M -392,212 -12%
AllianceBernstein
11
AllianceBernstein
Tennessee
$83M +$1.54M +38,613 +2%
Franklin Resources
12
Franklin Resources
California
$83M +$10.5M +263,568 +15%
Ameriprise
13
Ameriprise
Minnesota
$76.8M -$3.18M -79,606 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$73.2M +$16.1M +402,930 +29%
Brown Advisory
15
Brown Advisory
Maryland
$64.8M -$14.4M -361,630 -18%
RA
16
Royce & Associates
New York
$63.6M -$36.8M -921,721 -37%
Federated Hermes
17
Federated Hermes
Pennsylvania
$60M
Bank of America
18
Bank of America
North Carolina
$51.7M -$11.1M -277,030 -18%
SBH
19
Segall Bryant & Hamill
Illinois
$51M +$1.69M +42,269 +3%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$48.1M +$9.19M +230,143 +24%
JCM
21
Junto Capital Management
New York
$46.9M +$5.19M +130,102 +13%
State Street
22
State Street
Massachusetts
$46.8M +$2M +50,184 +5%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.7M -$23.3M -582,886 -34%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$39.8M +$4.03M +100,819 +11%
PCM
25
Peregrine Capital Management
Minnesota
$38.7M +$247K +6,179 +0.6%