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Ares Management
ARES

Overview Fund Activity

609 hedge funds and large institutions have $23.3B invested in Ares Management in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 252 increasing their positions, 187 reducing their positions, and 69 closing their positions.

Holders
609
Holders Change
+10
Holders Change %
+1.67%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
87
Increased
252
Reduced
187
Closed
69
Calls
$31.8M
Puts
$23.4M
Net Calls
+$8.4M
Net Calls Change
+$227M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.01B
2
LI
2
LRI Investments
Florida
$376M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$674M
4
CWP
4
Curated Wealth Partners
California
$221M
5
LPC
5
Lone Pine Capital
Connecticut
$210M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$231M
2
Boston Partners
2
Boston Partners
Massachusetts
$151M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$831M
4
HCM
4
HMI Capital Management
California
$116M
5
Capital World Investors
5
Capital World Investors
California
$1.4B
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.49B 18,652,689 +1,111,627 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.4B 18,020,416 +1,421,071 +9%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.78B 13,364,740 – –
BlackRock
4
BlackRock
New York
$1.71B 12,847,660 +599,751 +5%
Capital World Investors
5
Capital World Investors
California
$1.4B 10,529,860 -545,851 -5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.01B 7,564,717 +4,198,832 +125%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$831M 6,237,858 -778,908 -11%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$674M 5,058,394 +1,867,933 +59%
Capital International Investors
9
Capital International Investors
California
$673M 5,053,040 -516,667 -9%
Franklin Resources
10
Franklin Resources
California
$488M 3,659,404 -84,655 -2%
State Street
11
State Street
Massachusetts
$485M 3,639,295 +144,457 +4%
LI
12
LRI Investments
Florida
$376M 2,822,565 +2,822,565 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$370M 2,774,824 +182,408 +7%
Bank of America
14
Bank of America
North Carolina
$369M 2,768,027 +232,074 +9%
Invesco
15
Invesco
Georgia
$356M 2,672,348 +1,062,297 +66%
Norges Bank
16
Norges Bank
Norway
$310M 2,322,878 +136,538 +6%
American Century Companies
17
American Century Companies
Missouri
$309M 2,316,584 +453,657 +24%
Principal Financial Group
18
Principal Financial Group
Iowa
$289M 2,171,188 +603,676 +39%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$256M 1,884,726 -709 -0%
Morgan Stanley
20
Morgan Stanley
New York
$253M 1,901,440 +112,157 +6%
Millennium Management
21
Millennium Management
New York
$232M 1,738,148 +1,526,856 +723%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$231M 1,734,896 -2,226,947 -56%
CWP
23
Curated Wealth Partners
California
$221M 1,658,217 +1,658,217 New
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$211M 1,581,772 -192,254 -11%
LPC
25
Lone Pine Capital
Connecticut
$210M 1,574,763 +1,574,763 New
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