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Ares Management

297 hedge funds and large institutions have $9.6B invested in Ares Management in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

19% more capital invested

Capital invested by funds: $8.09B → $9.6B (+$1.51B)

6% more funds holding

Funds holding: 280297 (+17)

1.18% more ownership

Funds ownership: 78.39%79.58% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

13% less call options, than puts

Call options by funds: $4.06M | Put options by funds: $4.69M

Holders
297
Holders Change
+17
Holders Change %
+6.07%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
50
Increased
102
Reduced
98
Closed
30
Calls
$4.06M
Puts
$4.69M
Net Calls
-$627K
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.24B +$111M +1,548,154 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.05B +$56M +777,129 +6%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$987M
Capital World Investors
4
Capital World Investors
California
$754M
Capital International Investors
5
Capital International Investors
California
$486M
BlackRock
6
BlackRock
New York
$434M +$51.2M +711,626 +14%
HCM
7
HMI Capital Management
California
$424M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$288M +$16.2M +225,125 +6%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$254M +$11.1M +153,518 +5%
Franklin Resources
10
Franklin Resources
California
$205M -$27.4M -380,792 -12%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$170M +$1.94M +26,955 +1%
AllianceBernstein
12
AllianceBernstein
Tennessee
$152M -$19.6M -272,483 -12%
Principal Financial Group
13
Principal Financial Group
Iowa
$152M +$38.2M +530,172 +35%
State Street
14
State Street
Massachusetts
$148M +$15.2M +211,376 +12%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$138M +$35.5M +493,460 +36%
Federated Hermes
16
Federated Hermes
Pennsylvania
$118M +$1.58K +22 +0%
Bank of America
17
Bank of America
North Carolina
$113M +$3.77M +52,338 +4%
SBH
18
Segall Bryant & Hamill
Illinois
$109M -$2.46M -34,177 -2%
Norges Bank
19
Norges Bank
Norway
$91M +$8.63M +119,850 +11%
HCM
20
Hamlin Capital Management
New York
$90.9M +$200K +2,775 +0.2%
Morgan Stanley
21
Morgan Stanley
New York
$88.6M +$33.7M +468,404 +64%
PCM
22
Peregrine Capital Management
Minnesota
$81.8M -$11.5M -159,045 -13%
JCM
23
Junto Capital Management
New York
$74.7M -$8.49M -117,922 -10%
Ameriprise
24
Ameriprise
Minnesota
$71.9M -$31.2M -432,712 -31%
QP
25
Quilter Plc
United Kingdom
$68.4M -$1.64M -22,751 -2%

ARES Hedge Fund Activity: Q3 2021 in Review

297 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q3 2021, worth a combined $9.6B — up 19% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ARES positions and 30 closed out — a net gain of 20 holders — while 102 added to existing stakes and 98 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $111M. The largest seller was Jennison Associates, cutting an estimated $37.2M.

  • 297 institutional investors held Ares Management (ARES) as of Q3 2021, up from 280 in Q2 2021.
  • Funds reported $9.6B of Ares Management stock for Q3 2021, up 19% quarter-over-quarter.
  • 50 funds opened new Ares Management positions in Q3 2021 and 30 closed out, a net change of +20 holders.
  • The largest Ares Management buyer in Q3 2021 was Wellington Management Group, an estimated $111M added.
  • The largest Ares Management seller in Q3 2021 was Jennison Associates, an estimated $37.2M sold.

Based on aggregated 13F filings for Q3 2021.