Ares Management
ARES
489 hedge funds and large institutions have $16.7B invested in Ares Management in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 31 closing their positions.
165% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 31
31% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 142
15% more call options, than puts
Call options by funds: $25.3M | Put options by funds: $22M
10% more funds holding
Funds holding: 445 → 489 (+44)
8% more capital invested
Capital invested by funds: $15.5B → $16.7B (+$1.27B)
0.08% more ownership
Funds ownership: 86.05% → 86.13% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$127M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$103M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$92.1M |
| 4 |
Millennium Management
New York
|
+$88.8M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$70.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$125M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$103M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$90M |
| 4 |
HCM
HMI Capital Management
San Francisco,
California
|
-$74.9M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$51.3M |
ARES Hedge Fund Activity: Q3 2023 in Review
489 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q3 2023, worth a combined $16.7B — up 8.2% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new ARES positions and 31 closed out — a net gain of 51 holders — while 186 added to existing stakes and 142 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $127M. The largest seller was Wellington Management Group, cutting an estimated $125M.
- 489 institutional investors held Ares Management (ARES) as of Q3 2023, up from 445 in Q2 2023.
- Funds reported $16.7B of Ares Management stock for Q3 2023, up 8.2% quarter-over-quarter.
- 82 funds opened new Ares Management positions in Q3 2023 and 31 closed out, a net change of +51 holders.
- The largest Ares Management buyer in Q3 2023 was Fidelity Investments, an estimated $127M added.
- The largest Ares Management seller in Q3 2023 was Wellington Management Group, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2023.