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Ares Management
ARES

Overview Fund Activity

366 hedge funds and large institutions have $10.8B invested in Ares Management in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
366
Holders Change
+70
Holders Change %
+23.65%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
88
Increased
120
Reduced
100
Closed
16
Calls
$4.59M
Puts
$1.43M
Net Calls
+$3.16M
Net Calls Change
+$3.79M

Top Buyers

1
CWP
1
Curated Wealth Partners
California
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$119M
3
Citadel Advisors
3
Citadel Advisors
Florida
$42.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$84.5M
5
Bank of America
5
Bank of America
North Carolina
$154M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.25B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B
3
HCM
3
HMI Capital Management
California
$411M
4
Millennium Management
4
Millennium Management
New York
$5.65M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$144M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.25B 15,370,862 -1,430,493 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B 13,579,629 -694,242 -5%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.09B 13,364,740 – –
Capital World Investors
4
Capital World Investors
California
$830M 10,214,738 – –
Capital International Investors
5
Capital International Investors
California
$535M 6,586,942 – –
BlackRock
6
BlackRock
New York
$499M 6,145,276 +266,988 +5%
HCM
7
HMI Capital Management
California
$411M 5,055,710 -685,000 -12%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$345M 4,243,116 +338,018 +9%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$266M 3,272,440 -163,932 -5%
Franklin Resources
10
Franklin Resources
California
$221M 2,717,157 -65,898 -2%
State Street
11
State Street
Massachusetts
$176M 2,159,981 +149,469 +7%
AllianceBernstein
12
AllianceBernstein
Tennessee
$173M 2,131,148 +70,721 +3%
Principal Financial Group
13
Principal Financial Group
Iowa
$165M 2,039,548 -18,136 -0.9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$158M 1,940,545 +72,338 +4%
Bank of America
15
Bank of America
North Carolina
$154M 1,900,948 +376,177 +25%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$144M 1,767,455 -536,971 -23%
CWP
17
Curated Wealth Partners
California
$136M 1,676,948 +1,615,131 +2,613%
Federated Hermes
18
Federated Hermes
Pennsylvania
$130M 1,600,022 – –
Morgan Stanley
19
Morgan Stanley
New York
$122M 1,503,960 +303,246 +25%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$119M 1,465,785 +1,234,187 +533%
SBH
21
Segall Bryant & Hamill
Illinois
$119M 1,458,854 -16,089 -1%
Norges Bank
22
Norges Bank
Norway
$102M 1,258,380 +25,815 +2%
HCM
23
Hamlin Capital Management
New York
$102M 1,249,883 +18,744 +2%
PCM
24
Peregrine Capital Management
Minnesota
$97.9M 1,204,123 +96,045 +9%
JCM
25
Junto Capital Management
New York
$91.3M 1,123,221 +111,836 +11%
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