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Ares Management
ARES

Overview Fund Activity

484 hedge funds and large institutions have $16.7B invested in Ares Management in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 184 increasing their positions, 141 reducing their positions, and 31 closing their positions.

Holders
484
Holders Change
+43
Holders Change %
+9.75%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
81
Increased
184
Reduced
141
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$600M
2
Capital World Investors
2
Capital World Investors
California
$1.14B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$93.7M
4
Millennium Management
4
Millennium Management
New York
$270M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$151M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.8B
2
Capital International Investors
2
Capital International Investors
California
$573M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
HCM
4
HMI Capital Management
California
$220M
5
VVP
5
Vulcan Value Partners
Alabama
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.8B 17,536,660 -1,235,476 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.62B 15,761,015 +273,645 +2%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.37B 13,364,740 – –
BlackRock
4
BlackRock
New York
$1.18B 11,457,217 +67,706 +0.6%
Capital World Investors
5
Capital World Investors
California
$1.14B 11,075,711 +1,015,403 +10%
QP
6
Quilter Plc
United Kingdom
$718M 719,085 -17,580 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$600M 5,836,590 +1,255,866 +27%
Capital International Investors
8
Capital International Investors
California
$573M 5,569,707 -1,015,403 -15%
Franklin Resources
9
Franklin Resources
California
$391M 3,800,740 +611,774 +19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$343M 3,337,228 -377,754 -10%
Boston Partners
11
Boston Partners
Massachusetts
$327M 3,185,420 -24,483 -0.8%
State Street
12
State Street
Massachusetts
$324M 3,150,715 +81,997 +3%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$272M 2,644,429 +78,781 +3%
Millennium Management
14
Millennium Management
New York
$270M 2,621,017 +878,111 +50%
Bank of America
15
Bank of America
North Carolina
$241M 2,346,377 -39,410 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$238M 2,314,067 +88,599 +4%
HCM
17
HMI Capital Management
California
$220M 2,139,169 -740,384 -26%
VVP
18
Vulcan Value Partners
Alabama
$207M 2,007,931 -507,294 -20%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$196M 1,902,816 +18,129 +1%
CWP
20
Curated Wealth Partners
California
$172M 1,668,217 -21,575 -1%
Norges Bank
21
Norges Bank
Norway
$168M 1,629,559 +43,787 +3%
Morgan Stanley
22
Morgan Stanley
New York
$165M 1,599,529 +330,428 +26%
Principal Financial Group
23
Principal Financial Group
Iowa
$163M 1,584,350 -5,879 -0.4%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$151M 1,464,266 +698,246 +91%
Invesco
25
Invesco
Georgia
$150M 1,461,097 +506,935 +53%
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