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Ares Management

604 hedge funds and large institutions have $21.5B invested in Ares Management in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 202 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $19.1B → $21.5B (+$2.4B)

10% more funds holding

Funds holding: 548604 (+56)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 211

1.35% less ownership

Funds ownership: 86.55%85.2% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

69% less call options, than puts

Call options by funds: $98M | Put options by funds: $316M

Holders
604
Holders Change
+56
Holders Change %
+10.22%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
113
Increased
202
Reduced
211
Closed
49
Calls
$98M
Puts
$316M
Net Calls
-$218M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.33B +$215M +1,682,954 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B +$26.4M +206,996 +1%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.78B
BlackRock
4
BlackRock
New York
$1.63B +$52.6M +411,916 +3%
Capital World Investors
5
Capital World Investors
California
$1.47B
Fidelity Investments
6
Fidelity Investments
Massachusetts
$933M +$6.77M +52,990 +0.8%
Capital International Investors
7
Capital International Investors
California
$741M
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$527M -$19.4M -152,019 -4%
Franklin Resources
9
Franklin Resources
California
$498M -$16.4M -128,500 -3%
State Street
10
State Street
Massachusetts
$465M +$19.8M +155,392 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$448M -$25.7M -200,880 -6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$424M +$408M +3,190,461 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$344M +$15.4M +120,239 +5%
Bank of America
14
Bank of America
North Carolina
$337M -$3.18M -24,862 -1%
Norges Bank
15
Norges Bank
Norway
$291M +$58.5M +458,300 +27%
Boston Partners
16
Boston Partners
Massachusetts
$261M -$121M -945,889 -33%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$250M -$1.66M -12,957 -0.7%
American Century Companies
18
American Century Companies
Missouri
$248M -$4.53M -35,477 -2%
Morgan Stanley
19
Morgan Stanley
New York
$238M -$201M -1,572,703 -47%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$236M -$1.15M -9,038 -0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$216M -$33.4M -261,545 -14%
Invesco
22
Invesco
Georgia
$214M -$3.77M -29,509 -2%
Principal Financial Group
23
Principal Financial Group
Iowa
$208M -$56.2K -440 -0%
HCM
24
HMI Capital Management
California
$193M -$45.4M -355,748 -20%
VVP
25
Vulcan Value Partners
Alabama
$180M -$24.9M -194,923 -13%