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Ares Management

407 hedge funds and large institutions have $9.92B invested in Ares Management in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 56

26% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 113

13% more capital invested

Capital invested by funds: $8.82B → $9.92B (+$1.11B)

10% more funds holding

Funds holding: 371407 (+36)

0.94% more ownership

Funds ownership: 82.89%83.82% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

96% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $275M

Holders
407
Holders Change
+36
Holders Change %
+9.7%
% of All Funds
6.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
98
Increased
142
Reduced
113
Closed
56
Calls
$10.5M
Puts
$275M
Net Calls
-$265M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.33B -$72.4M -1,003,934 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01B +$70.3M +974,280 +7%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$915M
Capital World Investors
4
Capital World Investors
California
$689M
BlackRock
5
BlackRock
New York
$679M +$283M +3,919,990 +65%
Capital International Investors
6
Capital International Investors
California
$451M
HCM
7
HMI Capital Management
California
$261M -$12.2M -168,735 -4%
Franklin Resources
8
Franklin Resources
California
$224M +$41.6M +576,836 +21%
State Street
9
State Street
Massachusetts
$197M +$39M +540,081 +23%
Bank of America
10
Bank of America
North Carolina
$182M -$10.2M -141,580 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$162M +$10.4M +144,807 +7%
VVP
12
Vulcan Value Partners
Alabama
$154M -$13M -179,914 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$137M +$6.05M +83,874 +4%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$123M -$64.3M -891,406 -33%
Principal Financial Group
15
Principal Financial Group
Iowa
$122M -$3.34M -46,314 -3%
CWP
16
Curated Wealth Partners
California
$115M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$114M +$2.84M +39,296 +2%
Norges Bank
18
Norges Bank
Norway
$108M +$2.22M +30,737 +2%
Millennium Management
19
Millennium Management
New York
$106M -$38.4M -532,015 -26%
HCM
20
Hamlin Capital Management
New York
$103M +$1.21M +16,773 +1%
AllianceBernstein
21
AllianceBernstein
Tennessee
$96.3M -$7.87M -109,074 -7%
N
22
Nuveen
North Carolina
$91.5M +$65.8M +912,500 +215%
Ameriprise
23
Ameriprise
Minnesota
$90M +$440K +6,094 +0.5%
Morgan Stanley
24
Morgan Stanley
New York
$86.8M +$11.2M +154,847 +14%
SBH
25
Segall Bryant & Hamill
Illinois
$82.6M -$2.78M -38,557 -3%

ARES Hedge Fund Activity: Q4 2022 in Review

407 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q4 2022, worth a combined $9.92B — up 13% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new ARES positions and 56 closed out — a net gain of 42 holders — while 142 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, adding an estimated $283M. The largest seller was Fidelity Investments, cutting an estimated $153M.

  • 407 institutional investors held Ares Management (ARES) as of Q4 2022, up from 371 in Q3 2022.
  • Funds reported $9.92B of Ares Management stock for Q4 2022, up 13% quarter-over-quarter.
  • 98 funds opened new Ares Management positions in Q4 2022 and 56 closed out, a net change of +42 holders.
  • The largest Ares Management buyer in Q4 2022 was BlackRock, an estimated $283M added.
  • The largest Ares Management seller in Q4 2022 was Fidelity Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2022.