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Ares Management
ARES

Overview Fund Activity

441 hedge funds and large institutions have $15.4B invested in Ares Management in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 158 reducing their positions, and 49 closing their positions.

Holders
441
Holders Change
+8
Holders Change %
+1.85%
% of All Funds
6.96%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
59
Increased
152
Reduced
158
Closed
49
Calls
$17.6M
Puts
$5.89M
Net Calls
+$11.7M
Net Calls Change
+$325M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$441M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.81B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$358M
4
BlackRock
4
BlackRock
New York
$1.1B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.49B

Top Sellers

1
QP
1
Quilter Plc
United Kingdom
$731M
2
HCM
2
HMI Capital Management
California
$277M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$8.59M
4
Ameriprise
4
Ameriprise
Minnesota
$41.5M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$90M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.81B 18,772,136 +1,137,745 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.49B 15,487,370 +506,339 +3%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.29B 13,364,740 – –
BlackRock
4
BlackRock
New York
$1.1B 11,389,511 +771,052 +7%
Capital World Investors
5
Capital World Investors
California
$969M 10,060,308 -140 -0%
QP
6
Quilter Plc
United Kingdom
$731M 736,665 -185,338 -20%
Capital International Investors
7
Capital International Investors
California
$634M 6,585,110 – –
Fidelity Investments
8
Fidelity Investments
Massachusetts
$441M 4,580,724 +3,859,509 +535%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$358M 3,714,982 +786,862 +27%
Boston Partners
10
Boston Partners
Massachusetts
$310M 3,209,903 -1,949 -0.1%
Franklin Resources
11
Franklin Resources
California
$307M 3,188,966 +12,029 +0.4%
State Street
12
State Street
Massachusetts
$296M 3,068,718 +66,003 +2%
HCM
13
HMI Capital Management
California
$277M 2,879,553 -939,300 -25%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$247M 2,565,648 +456,284 +22%
VVP
15
Vulcan Value Partners
Alabama
$242M 2,515,225 -263,047 -9%
Bank of America
16
Bank of America
North Carolina
$230M 2,385,787 -232,337 -9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$214M 2,225,468 +134,887 +6%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$182M 1,884,687 +12,001 +0.6%
Millennium Management
19
Millennium Management
New York
$168M 1,742,906 +166,314 +11%
CWP
20
Curated Wealth Partners
California
$163M 1,689,792 – –
Principal Financial Group
21
Principal Financial Group
Iowa
$153M 1,590,229 -48,126 -3%
Norges Bank
22
Norges Bank
Norway
$153M 1,585,772 +260,760 +20%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$143M 1,487,148 +152,048 +11%
HCM
24
Hamlin Capital Management
New York
$141M 1,461,768 -3,531 -0.2%
Morgan Stanley
25
Morgan Stanley
New York
$122M 1,269,101 -19,148 -1%
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