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Ares Management
ARES

Overview Fund Activity

599 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 201 increasing their positions, 210 reducing their positions, and 48 closing their positions.

Holders
599
Holders Change
+57
Holders Change %
+10.52%
% of All Funds
8.68%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
112
Increased
201
Reduced
210
Closed
48
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$424M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.33B
3
EAM
3
Eagle Asset Management
Florida
$136M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$76.2M
5
Norges Bank
5
Norges Bank
Norway
$291M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$238M
2
CWP
2
Curated Wealth Partners
California
$0
3
Boston Partners
3
Boston Partners
Massachusetts
$261M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$38.4M
5
KI
5
Keystone Investors
Singapore
$56M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.33B 17,541,062 +1,682,954 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B 16,599,345 +206,996 +1%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.78B 13,364,740 – –
BlackRock
4
BlackRock
New York
$1.63B 12,247,909 +411,916 +3%
Capital World Investors
5
Capital World Investors
California
$1.47B 11,075,711 – –
Fidelity Investments
6
Fidelity Investments
Massachusetts
$933M 7,016,766 +52,990 +0.8%
Capital International Investors
7
Capital International Investors
California
$741M 5,569,707 – –
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$527M 3,961,843 -152,019 -4%
Franklin Resources
9
Franklin Resources
California
$498M 3,744,059 -128,500 -3%
State Street
10
State Street
Massachusetts
$465M 3,494,838 +155,392 +5%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$448M 3,365,885 -200,880 -6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$424M 3,190,461 +3,190,461 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$344M 2,592,416 +120,239 +5%
Bank of America
14
Bank of America
North Carolina
$337M 2,535,953 -24,862 -1%
Norges Bank
15
Norges Bank
Norway
$291M 2,186,340 +458,300 +27%
Boston Partners
16
Boston Partners
Massachusetts
$261M 1,959,840 -945,889 -33%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$250M 1,885,435 -12,957 -0.7%
American Century Companies
18
American Century Companies
Missouri
$248M 1,862,927 -35,477 -2%
Morgan Stanley
19
Morgan Stanley
New York
$238M 1,789,283 -1,572,703 -47%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$236M 1,774,026 -9,038 -0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$216M 1,627,441 -261,545 -14%
Invesco
22
Invesco
Georgia
$214M 1,610,051 -29,509 -2%
Principal Financial Group
23
Principal Financial Group
Iowa
$208M 1,567,512 -440 -0%
HCM
24
HMI Capital Management
California
$193M 1,449,149 -355,748 -20%
VVP
25
Vulcan Value Partners
Alabama
$180M 1,357,069 -194,923 -13%
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