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Ares Management
ARES

Overview Fund Activity

280 hedge funds and large institutions have $8.09B invested in Ares Management in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 23 closing their positions.

Holders
280
Holders Change
+39
Holders Change %
+16.18%
% of All Funds
4.89%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
64
Increased
131
Reduced
45
Closed
23
Calls
$3.38M
Puts
$5.21M
Net Calls
-$1.83M
Net Calls Change
-$8.33M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$970M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$97.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$858M
4
SMFG
4
Sumitomo Mitsui Financial Group
Japan
$850M
5
HCM
5
Hamlin Capital Management
New York
$78.1M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$1.26M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$209M
3
Ameriprise
3
Ameriprise
Minnesota
$89.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.58M
5
RA
5
Royce & Associates
New York
$60.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$970M 15,253,201 +3,862,972 +34%
Vanguard Group
2
Vanguard Group
Pennsylvania
$858M 13,496,742 +1,391,706 +11%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$850M 13,364,740 +1,234,200 +10%
Capital World Investors
4
Capital World Investors
California
$650M 10,214,738 – –
Capital International Investors
5
Capital International Investors
California
$419M 6,586,942 – –
HCM
6
HMI Capital Management
California
$365M 5,740,710 – –
BlackRock
7
BlackRock
New York
$329M 5,166,662 +182,135 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$234M 3,679,973 +221,036 +6%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$209M 3,282,854 -424,544 -11%
Franklin Resources
10
Franklin Resources
California
$201M 3,163,847 +331,832 +12%
AllianceBernstein
11
AllianceBernstein
Tennessee
$148M 2,332,910 +139,414 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$145M 2,277,471 +78,507 +4%
State Street
13
State Street
Massachusetts
$114M 1,799,136 +583,297 +48%
Federated Hermes
14
Federated Hermes
Pennsylvania
$102M 1,600,000 – –
Principal Financial Group
15
Principal Financial Group
Iowa
$97.1M 1,527,512 +1,516,441 +13,697%
SBH
16
Segall Bryant & Hamill
Illinois
$96M 1,509,120 +195,177 +15%
Bank of America
17
Bank of America
North Carolina
$93.6M 1,472,433 +160,928 +12%
Ameriprise
18
Ameriprise
Minnesota
$89.4M 1,406,514 -328,746 -19%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$87.4M 1,374,747 +235,110 +21%
PCM
20
Peregrine Capital Management
Minnesota
$80.6M 1,267,123 +57,911 +5%
HCM
21
Hamlin Capital Management
New York
$78.1M 1,228,364 +1,228,364 New
Jennison Associates
22
Jennison Associates
New York
$77.3M 1,215,703 +106,430 +10%
JCM
23
Junto Capital Management
New York
$71.8M 1,129,307 +179,504 +19%
Norges Bank
24
Norges Bank
Norway
$70.8M 1,112,715 +120,045 +12%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.7M 1,032,640 -18,183 -2%
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