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Ares Management
ARES

Overview Fund Activity

542 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 198 increasing their positions, 169 reducing their positions, and 43 closing their positions.

Holders
542
Holders Change
+58
Holders Change %
+11.98%
% of All Funds
7.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
106
Increased
198
Reduced
169
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$400M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$212M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$15.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.89B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$225M
4
SBH
4
Segall Bryant & Hamill
Illinois
$29.2M
5
VVP
5
Vulcan Value Partners
Alabama
$184M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95B 16,392,349 +631,334 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.89B 15,858,108 -1,678,552 -10%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.59B 13,364,740 – –
BlackRock
4
BlackRock
New York
$1.41B 11,835,993 +378,776 +3%
Capital World Investors
5
Capital World Investors
California
$1.32B 11,075,711 – –
Fidelity Investments
6
Fidelity Investments
Massachusetts
$828M 6,963,776 +1,127,186 +19%
Capital International Investors
7
Capital International Investors
California
$662M 5,569,707 – –
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$489M 4,113,862 +2,998,864 +269%
Franklin Resources
9
Franklin Resources
California
$461M 3,872,559 +71,819 +2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$424M 3,566,765 +922,336 +35%
Morgan Stanley
11
Morgan Stanley
New York
$400M 3,361,986 +1,762,457 +110%
State Street
12
State Street
Massachusetts
$397M 3,339,446 +188,731 +6%
Boston Partners
13
Boston Partners
Massachusetts
$346M 2,905,729 -279,691 -9%
Bank of America
14
Bank of America
North Carolina
$305M 2,560,815 +214,438 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$293M 2,472,177 +158,110 +7%
American Century Companies
16
American Century Companies
Missouri
$226M 1,898,404 +828,227 +77%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$226M 1,898,392 -4,424 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$225M 1,888,986 -1,448,242 -43%
HCM
19
HMI Capital Management
California
$215M 1,804,897 -334,272 -16%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$212M 1,783,064 +872,377 +96%
Norges Bank
21
Norges Bank
Norway
$205M 1,728,040 +98,481 +6%
CWP
22
Curated Wealth Partners
California
$198M 1,663,217 -5,000 -0.3%
Invesco
23
Invesco
Georgia
$195M 1,639,560 +178,463 +12%
Principal Financial Group
24
Principal Financial Group
Iowa
$186M 1,567,952 -16,398 -1%
VVP
25
Vulcan Value Partners
Alabama
$184M 1,551,992 -455,939 -23%
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