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Ares Management
ARES

548 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 199 increasing their positions, 170 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 43

17% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 170

14% more capital invested

Capital invested by funds: $16.7B → $19.1B (+$2.39B)

12% more funds holding

Funds holding: 488 → 548 (+60)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

0.43% more ownership

Funds ownership: 86.13% → 86.55% (+0.43%)

23% less call options, than puts

Call options by funds: $36.4M | Put options by funds: $47.5M

Holders
548
Holders Change
+60
Holders Change %
+12.3%
% of All Funds
7.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
108
Increased
199
Reduced
170
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$326M
2
Morgan Stanley
Morgan Stanley
New York
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M
4
JP Morgan Chase
JP Morgan Chase
New York
+$100M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$94.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$270M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
4
SBH
Segall Bryant & Hamill
Illinois
-$92.1M
5
VVP
Vulcan Value Partners
Alabama
-$49.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95B +$68.6M +631,334 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.89B -$182M -1,678,552 -10%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.59B – – –
BlackRock
4
BlackRock
New York
$1.41B +$41.1M +378,776 +3%
Capital World Investors
5
Capital World Investors
California
$1.32B – – –
Fidelity Investments
6
Fidelity Investments
Massachusetts
$828M +$122M +1,127,186 +19%
Capital International Investors
7
Capital International Investors
California
$662M – – –
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$489M +$326M +2,998,864 +269%
Franklin Resources
9
Franklin Resources
California
$461M +$7.8M +71,819 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$424M +$100M +922,336 +35%
Morgan Stanley
11
Morgan Stanley
New York
$400M +$191M +1,762,457 +110%
State Street
12
State Street
Massachusetts
$397M +$20.5M +188,731 +6%
Boston Partners
13
Boston Partners
Massachusetts
$346M -$30.4M -279,691 -9%
Bank of America
14
Bank of America
North Carolina
$305M +$23.3M +214,438 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$293M +$17.2M +158,110 +7%
American Century Companies
16
American Century Companies
Missouri
$226M +$89.9M +828,227 +77%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$226M -$480K -4,424 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$225M -$157M -1,448,242 -43%
HCM
19
HMI Capital Management
California
$215M -$36.3M -334,272 -16%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$212M +$94.7M +872,377 +96%
Norges Bank
21
Norges Bank
Norway
$205M +$10.7M +98,481 +6%
CWP
22
Curated Wealth Partners
California
$198M -$543K -5,000 -0.3%
Invesco
23
Invesco
Georgia
$195M +$19.4M +178,463 +12%
Principal Financial Group
24
Principal Financial Group
Iowa
$186M -$1.78M -16,398 -1%
VVP
25
Vulcan Value Partners
Alabama
$184M -$49.5M -455,939 -23%
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ARES Hedge Fund Activity: Q4 2023 in Review

548 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q4 2023, worth a combined $19.1B — up 14% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new ARES positions and 43 closed out — a net gain of 65 holders — while 199 added to existing stakes and 170 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $326M. The largest seller was Millennium Management, cutting an estimated $270M.

  • 548 institutional investors held Ares Management (ARES) as of Q4 2023, up from 488 in Q3 2023.
  • Funds reported $19.1B of Ares Management stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Ares Management positions in Q4 2023 and 43 closed out, a net change of +65 holders.
  • The largest Ares Management buyer in Q4 2023 was T. Rowe Price Associates, an estimated $326M added.
  • The largest Ares Management seller in Q4 2023 was Millennium Management, an estimated $270M sold.

Based on aggregated 13F filings for Q4 2023.