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Ares Management
ARES

Overview Fund Activity

433 hedge funds and large institutions have $13.2B invested in Ares Management in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 137 reducing their positions, and 43 closing their positions.

Holders
433
Holders Change
+28
Holders Change %
+6.91%
% of All Funds
6.93%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
75
Increased
159
Reduced
137
Closed
43
Calls
$23.2M
Puts
$337M
Net Calls
-$314M
Net Calls Change
-$48.8M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$268M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$156M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$244M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$125M
5
BlackRock
5
BlackRock
New York
$886M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.47B
2
QP
2
Quilter Plc
United Kingdom
$916M
3
Ameriprise
3
Ameriprise
Minnesota
$63.6M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$105M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$81.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.47B 17,634,391 -1,803,108 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.25B 14,981,031 +190,568 +1%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.12B 13,364,740 – –
QP
4
Quilter Plc
United Kingdom
$916M 922,003 -56,776 -6%
BlackRock
5
BlackRock
New York
$886M 10,618,459 +701,738 +7%
Capital World Investors
6
Capital World Investors
California
$839M 10,060,448 -154 -0%
Capital International Investors
7
Capital International Investors
California
$549M 6,585,110 – –
HCM
8
HMI Capital Management
California
$319M 3,818,853 – –
Boston Partners
9
Boston Partners
Massachusetts
$268M 3,211,852 +3,211,852 New
Franklin Resources
10
Franklin Resources
California
$265M 3,176,937 -93,392 -3%
State Street
11
State Street
Massachusetts
$251M 3,002,715 +123,403 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$244M 2,928,120 +1,261,229 +76%
VVP
13
Vulcan Value Partners
Alabama
$232M 2,778,272 +527,361 +23%
Bank of America
14
Bank of America
North Carolina
$218M 2,618,124 -46,921 -2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$176M 2,109,364 -250,439 -11%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$174M 2,090,581 +82,543 +4%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$156M 1,872,686 +1,579,332 +538%
CWP
18
Curated Wealth Partners
California
$141M 1,689,792 +6,586 +0.4%
Principal Financial Group
19
Principal Financial Group
Iowa
$137M 1,638,355 -146,742 -8%
Millennium Management
20
Millennium Management
New York
$132M 1,576,592 +28,168 +2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$125M 1,502,659 +922,675 +159%
HCM
22
Hamlin Capital Management
New York
$122M 1,465,299 -32,449 -2%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$111M 1,335,100 -2,152 -0.2%
Norges Bank
24
Norges Bank
Norway
$111M 1,325,012 -249,753 -16%
Morgan Stanley
25
Morgan Stanley
New York
$107M 1,288,249 +20,413 +2%
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