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Ares Management

488 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, 186 increasing their positions, 142 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 81 | 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: 445488 (+43)

8% more capital invested

Capital invested by funds: $15.5B → $16.7B (+$1.27B)

0.03% more ownership

Funds ownership: 86.1%86.13% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
488
Holders Change
+43
Holders Change %
+9.66%
% of All Funds
7.74%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
81
Increased
186
Reduced
142
Closed
31
Calls
$25.3M
Puts
$22M
Net Calls
+$3.23M
Net Calls Change
-$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.8B -$125M -1,235,476 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.62B +$27.7M +273,645 +2%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.37B
BlackRock
4
BlackRock
New York
$1.18B +$6.85M +67,706 +0.6%
Capital World Investors
5
Capital World Investors
California
$1.14B +$103M +1,015,403 +10%
QP
6
Quilter Plc
United Kingdom
$718M -$1.78M -17,580 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$600M +$127M +1,255,866 +27%
Capital International Investors
8
Capital International Investors
California
$573M -$103M -1,015,403 -15%
Franklin Resources
9
Franklin Resources
California
$391M +$61.9M +611,774 +19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$343M -$38.2M -377,754 -10%
Boston Partners
11
Boston Partners
Massachusetts
$327M -$2.48M -24,483 -0.8%
State Street
12
State Street
Massachusetts
$324M +$8.29M +81,997 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$272M +$7.97M +78,781 +3%
Millennium Management
14
Millennium Management
New York
$270M +$88.8M +878,111 +50%
Bank of America
15
Bank of America
North Carolina
$241M -$3.99M -39,410 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$238M +$8.96M +88,599 +4%
HCM
17
HMI Capital Management
California
$220M -$74.9M -740,384 -26%
VVP
18
Vulcan Value Partners
Alabama
$207M -$51.3M -507,294 -20%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$196M +$1.83M +18,129 +1%
CWP
20
Curated Wealth Partners
California
$172M -$2.18M -21,575 -1%
Norges Bank
21
Norges Bank
Norway
$168M +$4.43M +43,787 +3%
Morgan Stanley
22
Morgan Stanley
New York
$165M +$33.4M +330,428 +26%
Principal Financial Group
23
Principal Financial Group
Iowa
$163M -$595K -5,879 -0.4%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$151M +$70.6M +698,246 +91%
Invesco
25
Invesco
Georgia
$150M +$51.3M +506,935 +53%