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Ares Management

371 hedge funds and large institutions have $8.82B invested in Ares Management in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 127 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

11% more capital invested

Capital invested by funds: $7.92B → $8.82B (+$893M)

4% more funds holding

Funds holding: 356371 (+15)

1.71% more ownership

Funds ownership: 81.18%82.89% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 120

86% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $92M

Holders
371
Holders Change
+15
Holders Change %
+4.21%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
57
Increased
127
Reduced
120
Closed
39
Calls
$12.4M
Puts
$92M
Net Calls
-$79.6M
Net Calls Change
-$87.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.27B +$73.8M +1,056,038 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$856M -$52.3M -747,671 -5%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$828M
Capital World Investors
4
Capital World Investors
California
$623M -$12.6K -180 -0%
Capital International Investors
5
Capital International Investors
California
$408M
BlackRock
6
BlackRock
New York
$371M -$9.36M -133,867 -2%
HCM
7
HMI Capital Management
California
$247M +$13.2M +188,618 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$178M -$82M -1,173,177 -29%
Bank of America
9
Bank of America
North Carolina
$174M +$7.7M +110,193 +4%
Franklin Resources
10
Franklin Resources
California
$167M -$9.58M -137,045 -5%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$167M -$17.1M -244,901 -8%
VVP
12
Vulcan Value Partners
Alabama
$151M +$170M +2,430,825 New
State Street
13
State Street
Massachusetts
$145M +$1.85M +26,436 +1%
JP Morgan Chase
14
JP Morgan Chase
New York
$137M +$4.54M +64,901 +3%
Millennium Management
15
Millennium Management
New York
$129M +$68.5M +980,341 +89%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$119M -$8.45M -120,810 -6%
Principal Financial Group
17
Principal Financial Group
Iowa
$113M -$5.59M -79,899 -4%
CWP
18
Curated Wealth Partners
California
$104M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$101M -$10M -143,719 -8%
Norges Bank
20
Norges Bank
Norway
$95.7M +$9.26M +132,500 +9%
AllianceBernstein
21
AllianceBernstein
Tennessee
$93.9M -$18M -256,863 -14%
Goldman Sachs
22
Goldman Sachs
New York
$92.7M +$18.5M +264,987 +22%
HCM
23
Hamlin Capital Management
New York
$91.7M +$2.16M +30,898 +2%
Ameriprise
24
Ameriprise
Minnesota
$81M +$602K +8,613 +0.7%
SBH
25
Segall Bryant & Hamill
Illinois
$77.1M -$6.59M -94,319 -7%

ARES Hedge Fund Activity: Q3 2022 in Review

371 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q3 2022, worth a combined $8.82B — up 11% from $7.92B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ARES positions and 39 closed out — a net gain of 18 holders — while 127 added to existing stakes and 120 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $170M. The largest seller was Fidelity Investments, cutting an estimated $82M.

  • 371 institutional investors held Ares Management (ARES) as of Q3 2022, up from 356 in Q2 2022.
  • Funds reported $8.82B of Ares Management stock for Q3 2022, up 11% quarter-over-quarter.
  • 57 funds opened new Ares Management positions in Q3 2022 and 39 closed out, a net change of +18 holders.
  • The largest Ares Management buyer in Q3 2022 was Vulcan Value Partners, an estimated $170M added.
  • The largest Ares Management seller in Q3 2022 was Fidelity Investments, an estimated $82M sold.

Based on aggregated 13F filings for Q3 2022.