Ares Management Ownership 2024 | Who Owns Ares Management Now?
Institutional Ownership
44.82%
Insider Ownership
14.32%
Retail Ownership
40.86%
Institutional Holders
376.00
Ares Management Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 9.24% | 0.41% | 17,541,062 | 1,682,954 | 10.61% | 2,332,610,426 | Mar 31, 2024 |
| VANGUARD GROUP INC | 8.75% | 0.04% | 16,599,345 | 206,996 | 1.26% | 2,207,380,898 | Mar 31, 2024 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 7.04% | 55.04% | 13,364,740 | - | - | 1,777,243,125 | Mar 31, 2024 |
| BLACKROCK INC. | 6.45% | 0.04% | 12,247,909 | 411,916 | 3.48% | 1,628,726,990 | Mar 31, 2024 |
| CAPITAL WORLD INVESTORS | 5.84% | 0.24% | 11,075,711 | - | - | 1,472,848,049 | Mar 31, 2024 |
| FMR LLC | 3.70% | 0.06% | 7,016,766 | 52,990 | 0.76% | 933,089,652 | Mar 31, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.94% | 0.15% | 5,569,707 | - | - | 740,659,637 | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.09% | 0.06% | 3,961,843 | -152,019 | -3.70% | 526,847,000 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 1.97% | 0.16% | 3,744,059 | -128,500 | -3.32% | 497,884,965 | Mar 31, 2024 |
| STATE STREET CORP | 1.84% | 0.02% | 3,494,838 | 155,392 | 4.65% | 464,743,557 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 1.77% | 0.04% | 3,365,885 | -200,880 | -5.63% | 447,595,447 | Mar 31, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.68% | 0.13% | 3,190,461 | 3,190,461 | 100.00% | 424,267,505 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.37% | 0.03% | 2,592,416 | 120,239 | 4.86% | 344,156,808 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.34% | 0.03% | 2,535,953 | -24,862 | -0.97% | 337,231,024,000 | Mar 31, 2024 |
| BOSTON PARTNERS | 1.03% | 0.31% | 1,959,840 | -945,889 | -32.55% | 260,622,674 | Mar 31, 2024 |
| 1.00% | 35.49% | 1,888,901 | 1,888,901 | 100.00% | 264,729,475 | Mar 31, 2024 | |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.99% | 0.49% | 1,885,435 | -12,957 | -0.68% | 249,612,683,000 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.98% | 0.16% | 1,862,927 | -35,477 | -1.87% | 247,732,032 | Mar 31, 2024 |
| MORGAN STANLEY | 0.94% | 0.02% | 1,789,283 | 108,290 | 6.44% | 237,939,178 | Mar 31, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.93% | 0.25% | 1,774,026 | -9,038 | -0.51% | 235,909,977 | Mar 31, 2024 |
Ares Management's largest institutional shareholder is WELLINGTON MANAGEMENT GROUP LLP, holding 9.24% of the company's total share outstanding, currently valued at $2.33B. The top 10 institutional shareholders own together 49.86% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 7.04% | 55.04% | 13,364,740 | - | - | 1,777,243,125 | Mar 31, 2024 |
| 1.00% | 35.49% | 1,888,901 | 1,888,901 | 100.00% | 264,729,475 | Mar 31, 2024 | |
| CURATED WEALTH PARTNERS LLC | 0.88% | 32.49% | 1,663,217 | 1,663,217 | 100.00% | 221,174,597 | Mar 31, 2024 |
| NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. | 0.08% | 7.17% | 149,884 | -25,043 | -14.32% | 19,931,574 | Mar 31, 2024 |
| HMI CAPITAL MANAGEMENT, L.P. | 0.76% | 7.09% | 1,449,149 | -355,748 | -19.71% | 192,707,834 | Mar 31, 2024 |
| KEYSTONE INVESTORS PTE LTD | 0.22% | 4.87% | 421,325 | -513,035 | -54.91% | 56,027,799 | Mar 31, 2024 |
| INCLINE GLOBAL MANAGEMENT LLC | 0.06% | 4.73% | 111,963 | -27,811 | -19.90% | 14,888,840 | Mar 31, 2024 |
| HAMLIN CAPITAL MANAGEMENT, LLC | 0.62% | 4.60% | 1,170,184 | -161,332 | -12.12% | 155,611,068 | Mar 31, 2024 |
| CAT ROCK CAPITAL MANAGEMENT LP | 0.15% | 4.29% | 282,000 | -37,000 | -11.60% | 37,500,360 | Mar 31, 2024 |
| OVERBROOK MANAGEMENT CORP | 0.05% | 3.27% | 91,317 | -42,123 | -31.57% | 12,143,335 | Mar 31, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.44% | 3.20% | 839,034 | -13,912 | -1.63% | 111,574,741 | Mar 31, 2024 |
| VULCAN VALUE PARTNERS, LLC | 0.72% | 2.62% | 1,357,069 | -194,923 | -12.56% | 180,417,000 | Mar 31, 2024 |
| RDST CAPITAL LLC | 0.04% | 2.51% | 75,895 | -27,440 | -26.55% | 10,092,517 | Mar 31, 2024 |
| PARTNERS GROUP HOLDING AG | 0.10% | 2.34% | 193,602 | -14,417 | -6.93% | 25,745,194 | Mar 31, 2024 |
| ANGELES WEALTH MANAGEMENT, LLC | 0.09% | 2.31% | 173,339 | 29,116 | 20.19% | 23,050,620 | Mar 31, 2024 |
| OMNIA FAMILY WEALTH, LLC | 0.02% | 2.18% | 35,000 | - | - | 4,654,300 | Mar 31, 2024 |
| QUILTER PLC | 0.34% | 2.02% | 641,088 | -17,582 | -2.67% | 85,251,882 | Mar 31, 2024 |
| JPL WEALTH MANAGEMENT, LLC | 0.01% | 1.76% | 23,975 | 3,240 | 15.63% | 3,188,198 | Mar 31, 2024 |
| RUNNING POINT CAPITAL ADVISORS, LLC | 0.02% | 1.70% | 28,622 | 16,438 | 134.91% | 3,806,154,000 | Mar 31, 2024 |
| MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH | 0.18% | 1.66% | 344,255 | -13,333 | -3.73% | 45,779,030 | Mar 31, 2024 |
The largest Ares Management shareholder by % of total assets is SUMITOMO MITSUI FINANCIAL GROUP, INC.. The company owns 13.36M shares of Ares Management (ARES), representing 55.04% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.68% | 0.13% | 3,190,461 | 3,190,461 | 100.00% | 424,267,505 | Mar 31, 2024 |
| 1.00% | 35.49% | 1,888,901 | 1,888,901 | 100.00% | 264,729,475 | Mar 31, 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP | 9.24% | 0.41% | 17,541,062 | 1,682,954 | 10.61% | 2,332,610,426 | Mar 31, 2024 |
| CURATED WEALTH PARTNERS LLC | 0.88% | 32.49% | 1,663,217 | 1,663,217 | 100.00% | 221,174,597 | Mar 31, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.54% | 0.69% | 1,027,113 | 1,027,113 | 100.00% | 135,979,490 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.30% | 0.12% | 573,232 | 468,921 | 449.54% | 76,228,392 | Mar 31, 2024 |
| BLACKROCK INC. | 6.45% | 0.04% | 12,247,909 | 411,916 | 3.48% | 1,628,726,990 | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.50% | 0.03% | 949,758 | 284,535 | 42.77% | 126,298,713 | Mar 31, 2024 |
| AMUNDI | 0.17% | 0.02% | 330,712 | 249,449 | 306.96% | 43,224,059 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.13% | 0.01% | 238,171 | 237,559 | 38816.83% | 31,671,979 | Mar 31, 2024 |
| SAMLYN CAPITAL, LLC | 0.12% | 0.51% | 231,110 | 231,110 | 100.00% | 30,733,008 | Mar 31, 2024 |
| VANGUARD GROUP INC | 8.75% | 0.04% | 16,599,345 | 206,996 | 1.26% | 2,207,380,898 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.10% | 0.00% | 198,000 | 198,000 | 100.00% | 26,330,040 | Mar 31, 2024 |
| ORIBEL CAPITAL MANAGEMENT, LP | 0.10% | 1.48% | 190,300 | 190,300 | 100.00% | 25,306,094 | Mar 31, 2024 |
| MAVERICK CAPITAL LTD | 0.09% | 0.44% | 174,739 | 174,739 | 100.00% | 23,236,792 | Mar 31, 2024 |
| TWINBEECH CAPITAL LP | 0.11% | 0.56% | 204,717 | 167,881 | 455.75% | 27,223,267 | Mar 31, 2024 |
| STATE STREET CORP | 1.84% | 0.02% | 3,494,838 | 155,392 | 4.65% | 464,743,557 | Mar 31, 2024 |
| JANUS HENDERSON GROUP PLC | 0.44% | 0.06% | 834,615 | 134,842 | 19.27% | 110,985,703 | Mar 31, 2024 |
| 0.07% | 0.06% | 125,137 | 125,137 | 100.00% | 16,643,221 | Mar 31, 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.37% | 0.03% | 2,592,416 | 120,239 | 4.86% | 344,156,808 | Mar 31, 2024 |
As of Mar 31 2024, Ares Management's largest institutional buyer is MASSACHUSETTS FINANCIAL SERVICES CO /MA/. The company purchased 3.19M stocks of ARES, valued at $424.27M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CURATED WEALTH PARTNERS LLC | - | - | - | -1,663,217 | -100.00% | - | Mar 31, 2024 |
| BOSTON PARTNERS | 1.03% | 0.31% | 1,959,840 | -945,889 | -32.55% | 260,622,674 | Mar 31, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.15% | 0.01% | 288,495 | -587,496 | -67.07% | 38,364,065 | Mar 31, 2024 |
| KEYSTONE INVESTORS PTE LTD | 0.22% | 4.87% | 421,325 | -513,035 | -54.91% | 56,027,799 | Mar 31, 2024 |
| FIERA CAPITAL CORP | 0.01% | 0.00% | 11,269 | -481,598 | -97.71% | 1,498,552 | Mar 31, 2024 |
| HMI CAPITAL MANAGEMENT, L.P. | 0.76% | 7.09% | 1,449,149 | -355,748 | -19.71% | 192,707,834 | Mar 31, 2024 |
| LORD, ABBETT & CO. LLC | 0.12% | 0.10% | 230,220 | -339,754 | -59.61% | 30,615,000 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.37% | 0.02% | 700,845 | -272,356 | -27.99% | 93,198,427 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.86% | 0.04% | 1,627,441 | -261,545 | -13.85% | 216,416,991 | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.56% | 0.04% | 1,059,467 | -223,886 | -17.45% | 140,894,339 | Mar 31, 2024 |
| AMERIPRISE FINANCIAL INC | 0.04% | 0.00% | 67,412 | -202,606 | -75.03% | 8,947,239 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 1.77% | 0.04% | 3,365,885 | -200,880 | -5.63% | 447,595,447 | Mar 31, 2024 |
| VULCAN VALUE PARTNERS, LLC | 0.72% | 2.62% | 1,357,069 | -194,923 | -12.56% | 180,417,000 | Mar 31, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -182,185 | -100.00% | - | Mar 31, 2024 |
| HAMLIN CAPITAL MANAGEMENT, LLC | 0.62% | 4.60% | 1,170,184 | -161,332 | -12.12% | 155,611,068 | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.09% | 0.06% | 3,961,843 | -152,019 | -3.70% | 526,847,000 | Mar 31, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.14% | 0.05% | 271,886 | -151,622 | -35.80% | 36,155,000 | Mar 31, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | - | - | - | -149,920 | -100.00% | - | Mar 31, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.19% | 0.03% | 358,711 | -147,996 | -29.21% | 47,701,389 | Mar 31, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.47% | 0.04% | 889,672 | -136,093 | -13.27% | 118,308,548 | Mar 31, 2024 |
As of Mar 31 2024, Ares Management's biggest institutional seller is CURATED WEALTH PARTNERS LLC. The company sold -1.66M shares of ARES, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.68% | 0.13% | 3,190,461 | 3,190,461 | 100.00% | 424,267,505 | Mar 31, 2024 |
| 1.00% | 35.49% | 1,888,901 | 1,888,901 | 100.00% | 264,729,475 | Mar 31, 2024 | |
| CURATED WEALTH PARTNERS LLC | 0.88% | 32.49% | 1,663,217 | 1,663,217 | 100.00% | 221,174,597 | Mar 31, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.54% | 0.69% | 1,027,113 | 1,027,113 | 100.00% | 135,979,490 | Mar 31, 2024 |
| SAMLYN CAPITAL, LLC | 0.12% | 0.51% | 231,110 | 231,110 | 100.00% | 30,733,008 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.10% | 0.00% | 198,000 | 198,000 | 100.00% | 26,330,040 | Mar 31, 2024 |
| ORIBEL CAPITAL MANAGEMENT, LP | 0.10% | 1.48% | 190,300 | 190,300 | 100.00% | 25,306,094 | Mar 31, 2024 |
| MAVERICK CAPITAL LTD | 0.09% | 0.44% | 174,739 | 174,739 | 100.00% | 23,236,792 | Mar 31, 2024 |
| 0.07% | 0.06% | 125,137 | 125,137 | 100.00% | 16,643,221 | Mar 31, 2024 | |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.05% | 0.03% | 100,621 | 100,621 | 100.00% | 13,380,581 | Mar 31, 2024 |
| GHISALLO CAPITAL MANAGEMENT LLC | 0.05% | 1.52% | 100,000 | 100,000 | 100.00% | 13,298,000 | Mar 31, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.04% | 0.04% | 76,189 | 76,189 | 100.00% | 10,131,613 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.04% | 0.00% | 75,900 | 75,900 | 100.00% | 10,093,182 | Mar 31, 2024 |
| BANK OF MONTREAL /CAN/ | 0.04% | 0.00% | 73,200 | 73,200 | 100.00% | 9,865,164 | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.04% | 0.07% | 72,548 | 72,548 | 100.00% | 9,647,000 | Mar 31, 2024 |
| BARCLAYS PLC | 0.03% | 0.00% | 64,300 | 64,300 | 100.00% | 8,551,000 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.03% | 0.01% | 61,100 | 61,100 | 100.00% | 8,125,000 | Mar 31, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.03% | 0.05% | 56,525 | 56,525 | 100.00% | 7,516,695 | Mar 31, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.03% | 0.06% | 54,263 | 54,263 | 100.00% | 7,215,894 | Mar 31, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.02% | 0.12% | 46,204 | 46,204 | 100.00% | 6,144,208 | Mar 31, 2024 |
| PROSPERITY CONSULTING GROUP, LLC | 0.02% | 0.64% | 38,549 | 38,549 | 100.00% | 5,126,246 | Mar 31, 2024 |
| USS INVESTMENT MANAGEMENT LTD | 0.02% | 0.04% | 35,466 | 35,466 | 100.00% | 4,714,673 | Mar 31, 2024 |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 0.02% | 0.79% | 35,163 | 35,163 | 100.00% | 4,675,976 | Mar 31, 2024 |
| MAGNETAR FINANCIAL LLC | 0.02% | 0.09% | 31,040 | 31,040 | 100.00% | 4,127,699 | Mar 31, 2024 |
| FORA CAPITAL, LLC | 0.01% | 0.28% | 25,822 | 25,822 | 100.00% | 3,433,810 | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.02% | 24,378 | 24,378 | 100.00% | 3,241,821 | Mar 31, 2024 |
| CAPTION MANAGEMENT, LLC | 0.01% | 0.04% | 21,000 | 21,000 | 100.00% | 2,792,580 | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | 0.01% | 0.01% | 17,500 | 17,500 | 100.00% | 2,327,150 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 0.00% | 17,152 | 17,152 | 100.00% | 2,280,873 | Mar 31, 2024 |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 0.01% | 0.24% | 13,801 | 13,801 | 100.00% | 1,835,257 | Mar 31, 2024 |
| WALLEYE CAPITAL LLC | 0.01% | 0.00% | 13,079 | 13,079 | 100.00% | 1,739,245 | Mar 31, 2024 |
| POINT72 HONG KONG LTD | 0.01% | 0.08% | 12,427 | 12,427 | 100.00% | 1,652,526 | Mar 31, 2024 |
| 0.01% | 0.04% | 10,132 | 10,132 | 100.00% | 1,347,335 | Mar 31, 2024 | |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.03% | 9,334 | 9,334 | 100.00% | 1,215,007 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 0.00% | 8,655 | 8,655 | 100.00% | 1,151,000 | Mar 31, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.00% | 0.00% | 7,282 | 7,282 | 100.00% | 968,000 | Mar 31, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.01% | 7,272 | 7,272 | 100.00% | 967,031 | Mar 31, 2024 |
| CYNOSURE MANAGEMENT, LLC | 0.00% | 0.17% | 7,065 | 7,065 | 100.00% | 939,504 | Mar 31, 2024 |
| QUEST PARTNERS LLC | 0.00% | 0.15% | 6,700 | 6,700 | 100.00% | 890,966 | Mar 31, 2024 |
| CIBC WORLD MARKET INC. | 0.00% | 0.00% | 6,325 | 6,325 | 100.00% | 841,000 | Mar 31, 2024 |
| CALDWELL INVESTMENT MANAGEMENT LTD. | 0.00% | 0.62% | 6,300 | 6,300 | 100.00% | 836,715 | Mar 31, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 6,200 | 6,200 | 100.00% | 824,476 | Mar 31, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | 0.00% | 0.05% | 6,076 | 6,076 | 100.00% | 807,986 | Mar 31, 2024 |
| OMNISTAR FINANCIAL GROUP, INC. | 0.00% | 0.67% | 5,492 | 5,492 | 100.00% | 730,326 | Mar 31, 2024 |
| HILLTOP HOLDINGS INC. | 0.00% | 0.07% | 5,360 | 5,360 | 100.00% | 712,773 | Mar 31, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.14% | 5,357 | 5,357 | 100.00% | 712,374 | Mar 31, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | 0.00% | 5,116 | 5,116 | 100.00% | 680,326 | Mar 31, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.00% | 0.00% | 4,737 | 4,737 | 100.00% | 629,926 | Mar 31, 2024 |
| CAPITAL CS GROUP, LLC | 0.00% | 0.59% | 4,673 | 4,673 | 100.00% | 621,416 | Mar 31, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.00% | 0.04% | 3,927 | 3,927 | 100.00% | 522,000 | Mar 31, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.11% | 3,920 | 3,920 | 100.00% | 521,282 | Mar 31, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.00% | 0.01% | 3,787 | 3,787 | 100.00% | 503,595 | Mar 31, 2024 |
| INCEPTIONR LLC | 0.00% | 0.12% | 3,483 | 3,483 | 100.00% | 463,169 | Mar 31, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.00% | 0.03% | 3,284 | 3,284 | 100.00% | 436,706 | Mar 31, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.02% | 3,248 | 3,248 | 100.00% | 431,919 | Mar 31, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | 0.00% | 0.03% | 3,240 | 3,240 | 100.00% | 430,855 | Mar 31, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 2,898 | 2,898 | 100.00% | 385,376 | Mar 31, 2024 |
| SUMMIT GLOBAL INVESTMENTS | 0.00% | 0.03% | 2,823 | 2,823 | 100.00% | 375,000 | Mar 31, 2024 |
| INSCRIPTION CAPITAL, LLC | 0.00% | 0.12% | 2,552 | 2,552 | 100.00% | 341,459 | Mar 31, 2024 |
| NEWEDGE WEALTH, LLC | 0.00% | 0.01% | 2,526 | 2,526 | 100.00% | 340,053 | Mar 31, 2024 |
| SOUTHLAND EQUITY PARTNERS LLC | 0.00% | 0.09% | 2,510 | 2,510 | 100.00% | 333,780 | Mar 31, 2024 |
| GUGGENHEIM CAPITAL LLC | 0.00% | 0.00% | 2,420 | 2,420 | 100.00% | 321,812 | Mar 31, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.00% | 0.01% | 2,304 | 2,304 | 100.00% | 306,386 | Mar 31, 2024 |
| AMBASSADOR ADVISORS, LLC | 0.00% | 0.05% | 2,269 | 2,269 | 100.00% | 301,732 | Mar 31, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.07% | 2,254 | 2,254 | 100.00% | 299,737 | Mar 31, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.02% | 2,188 | 2,188 | 100.00% | 290,960 | Mar 31, 2024 |
| AVIDIAN WEALTH SOLUTIONS, LLC | 0.00% | 0.01% | 2,165 | 2,165 | 100.00% | 287,880 | Mar 31, 2024 |
| MQS MANAGEMENT LLC | 0.00% | 0.14% | 1,885 | 1,885 | 100.00% | 250,667 | Mar 31, 2024 |
| 0.00% | 0.00% | 1,884 | 1,884 | 100.00% | 237,709 | Mar 31, 2024 | |
| EXCHANGE TRADED CONCEPTS, LLC | 0.00% | 0.01% | 1,838 | 1,838 | 100.00% | 244,417 | Mar 31, 2024 |
| SIMPLICITY WEALTH,LLC | 0.00% | 0.01% | 1,823 | 1,823 | 100.00% | 242,433 | Mar 31, 2024 |
| FIRST CITIZENS BANK & TRUST CO | 0.00% | 0.00% | 1,811 | 1,811 | 100.00% | 240,826 | Mar 31, 2024 |
| WEALTHSPIRE ADVISORS, LLC | 0.00% | 0.00% | 1,783 | 1,783 | 100.00% | 237,106 | Mar 31, 2024 |
| GEOWEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 1,745 | 1,745 | 100.00% | 232,050,000 | Mar 31, 2024 |
| OXFORD ASSET MANAGEMENT LLP | 0.00% | 0.28% | 1,714 | 1,714 | 100.00% | 227,928 | Mar 31, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.03% | 1,659 | 1,659 | 100.00% | 220,614 | Mar 31, 2024 |
| SYMMETRY PARTNERS, LLC | 0.00% | 0.02% | 1,608 | 1,608 | 100.00% | 214,000 | Mar 31, 2024 |
| ANTIPODES PARTNERS LTD | 0.00% | 0.01% | 1,578 | 1,578 | 100.00% | 188,000 | Mar 31, 2024 |
| AMERICANA PARTNERS, LLC | 0.00% | 0.02% | 1,505 | 1,505 | 100.00% | 200,135 | Mar 31, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.08% | 1,500 | 1,500 | 100.00% | 199,470 | Mar 31, 2024 |
| LAUREL WEALTH ADVISORS LLC | 0.00% | 0.02% | 1,054 | 1,054 | 100.00% | 140,097 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 620 | 620 | 100.00% | 82,579 | Mar 31, 2024 |
| FNY INVESTMENT ADVISERS, LLC | 0.00% | 0.05% | 600 | 600 | 100.00% | 79,000 | Mar 31, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 500 | 500 | 100.00% | 66,490 | Mar 31, 2024 |
| DAGCO, INC. | 0.00% | 0.03% | 500 | 500 | 100.00% | 66,490 | Mar 31, 2024 |
| QUARRY LP | 0.00% | 0.01% | 451 | 451 | 100.00% | 59,974 | Mar 31, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.05% | 405 | 405 | 100.00% | 53,857 | Mar 31, 2024 |
| NEMES RUSH GROUP LLC | 0.00% | 0.01% | 298 | 298 | 100.00% | 39,629 | Mar 31, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 0.00% | 0.01% | 222 | 222 | 100.00% | 29,729 | Mar 31, 2024 |
| COMPASS WEALTH MANAGEMENT LLC | 0.00% | 0.01% | 210 | 210 | 100.00% | 27,926 | Mar 31, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 138 | 138 | 100.00% | 479,000 | Mar 31, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | 0.00% | 0.01% | 99 | 99 | 100.00% | 13,165 | Mar 31, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | - | 0.01% | 83 | 83 | 100.00% | 11,038 | Mar 31, 2024 |
| TCTC HOLDINGS, LLC | - | 0.00% | 80 | 80 | 100.00% | 10,638 | Mar 31, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | 0.00% | 57 | 57 | 100.00% | 7,580 | Mar 31, 2024 |
| M&R CAPITAL MANAGEMENT INC | - | 0.00% | 47 | 47 | 100.00% | 6,250 | Mar 31, 2024 |
| ATLAS CAPITAL ADVISORS LLC | - | 0.00% | 43 | 43 | 100.00% | 5,718 | Mar 31, 2024 |
| FIRST FINANCIAL CORP /IN/ | - | 0.00% | 42 | 42 | 100.00% | 5,585 | Mar 31, 2024 |
| - | 0.00% | 35 | 35 | 100.00% | 4,654 | Mar 31, 2024 | |
| FINANCIAL CONNECTIONS GROUP, INC. | - | 0.00% | 30 | 30 | 100.00% | 4,000 | Mar 31, 2024 |
Ares Management's largest new institutional shareholder by number of shares is MASSACHUSETTS FINANCIAL SERVICES CO /MA/, purchased 3.19M shares, valued at $424.27M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CURATED WEALTH PARTNERS LLC | - | - | - | -1,663,217 | -100.00% | - | Mar 31, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -182,185 | -100.00% | - | Mar 31, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | - | - | - | -149,920 | -100.00% | - | Mar 31, 2024 |
| ENGLE CAPITAL MANAGEMENT, L.P. | - | - | - | -64,000 | -100.00% | - | Mar 31, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -51,963 | -100.00% | - | Mar 31, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | - | - | - | -43,403 | -100.00% | - | Mar 31, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -40,000 | -100.00% | - | Mar 31, 2024 |
| MERIDIAN WEALTH MANAGEMENT, LLC | - | - | - | -30,680 | -100.00% | - | Mar 31, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -29,400 | -100.00% | - | Mar 31, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -20,725 | -100.00% | - | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -15,000 | -100.00% | - | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -13,300 | -100.00% | - | Mar 31, 2024 |
| POLYMER CAPITAL MANAGEMENT (HK) LTD | - | - | - | -11,000 | -100.00% | - | Mar 31, 2024 |
| DUALITY ADVISERS, LP | - | - | - | -10,789 | -100.00% | - | Mar 31, 2024 |
| GRAYHAWK INVESTMENT STRATEGIES INC. | - | - | - | -9,250 | -100.00% | - | Mar 31, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -8,975 | -100.00% | - | Mar 31, 2024 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | - | - | - | -6,600 | -100.00% | - | Mar 31, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -4,751 | -100.00% | - | Mar 31, 2024 |
| CAPITAL INSIGHT PARTNERS, LLC | - | - | - | -4,494 | -100.00% | - | Mar 31, 2024 |
| RATIONAL ADVISORS LLC | - | - | - | -4,160 | -100.00% | - | Mar 31, 2024 |
| ARETE WEALTH ADVISORS, LLC | - | - | - | -3,501 | -100.00% | - | Mar 31, 2024 |
| MOUNT YALE INVESTMENT ADVISORS, LLC | - | - | - | -3,429 | -100.00% | - | Mar 31, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -3,204 | -100.00% | - | Mar 31, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | - | - | - | -3,087 | -100.00% | - | Mar 31, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -3,079 | -100.00% | - | Mar 31, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -2,920 | -100.00% | - | Mar 31, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -2,596 | -100.00% | - | Mar 31, 2024 |
| FIDUCIARY FAMILY OFFICE, LLC | - | - | - | -2,308 | -100.00% | - | Mar 31, 2024 |
| MORNINGSTAR INVESTMENT SERVICES LLC | - | - | - | -2,272 | -100.00% | - | Mar 31, 2024 |
| INTEGRATED WEALTH CONCEPTS LLC | - | - | - | -2,023 | -100.00% | - | Mar 31, 2024 |
| OXFORD FINANCIAL GROUP LTD | - | - | - | -2,000 | -100.00% | - | Mar 31, 2024 |
| SCHECHTER INVESTMENT ADVISORS, LLC | - | - | - | -1,930 | -100.00% | - | Mar 31, 2024 |
| INSIGNEO ADVISORY SERVICES, LLC | - | - | - | -1,910 | -100.00% | - | Mar 31, 2024 |
| EMBREE FINANCIAL GROUP | - | - | - | -1,874 | -100.00% | - | Mar 31, 2024 |
| ADVISORS CAPITAL MANAGEMENT, LLC | - | - | - | -1,864 | -100.00% | - | Mar 31, 2024 |
| CENTAURUS FINANCIAL, INC. | - | - | - | -915 | -100.00% | - | Mar 31, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -914 | -100.00% | - | Mar 31, 2024 |
| TD WATERHOUSE CANADA INC. | - | - | - | -500 | -100.00% | - | Mar 31, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | - | - | - | -420 | -100.00% | - | Mar 31, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -100 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -76 | -100.00% | - | Mar 31, 2024 |
| ADVISORY SERVICES NETWORK, LLC | - | - | - | -73 | -100.00% | - | Mar 31, 2024 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | - | - | - | -60 | -100.00% | - | Mar 31, 2024 |
| ASSET DEDICATION, LLC | - | - | - | -55 | -100.00% | - | Mar 31, 2024 |
| CULLEN/FROST BANKERS, INC. | - | - | - | -54 | -100.00% | - | Mar 31, 2024 |
| PINNACLE BANCORP, INC. | - | - | - | -52 | -100.00% | - | Mar 31, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -31 | -100.00% | - | Mar 31, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -10 | -100.00% | - | Mar 31, 2024 |
| HANSON & DOREMUS INVESTMENT MANAGEMENT | - | - | - | -8 | -100.00% | - | Mar 31, 2024 |
| TSFG, LLC | - | - | - | -6 | -100.00% | - | Mar 31, 2024 |
Ares Management's largest sold out institutional shareholder by shares sold is CURATED WEALTH PARTNERS LLC, sold -1.66M shares, valued at -, as of undefined.
Ares Management Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Segall Bryant & Hamill Trust | 3.48% | 18,768 | -16,547 | -46.86% | Nov 30, 2023 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 3.01% | 2,500,000 | - | - | Oct 31, 2023 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.90% | 750,000 | - | - | Oct 31, 2023 |
| Oxford Lane Capital Corp. | 0.79% | 33,500,000 | 8,500,000 | 34.00% | Dec 31, 2023 |
| Oxford Lane Capital Corp. | 0.75% | 31,683,000 | - | - | Dec 31, 2023 |
| Fiera Capital Series Trust | 0.69% | 13,807 | -513 | -3.58% | Jun 30, 2023 |
| Oxford Lane Capital Corp. | 0.66% | 27,871,690 | - | - | Dec 31, 2023 |
| FIDELITY MAGELLAN FUND | 0.65% | 2,810,595 | -18,690 | -0.66% | Sep 30, 2023 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.61% | 9,300,000 | - | - | Oct 31, 2023 |
| BARRETT OPPORTUNITY FUND, INC. | 0.59% | 8,018 | - | - | Aug 31, 2023 |
| Innovator ETFs Trust II | 0.55% | 199,583 | - | - | Jul 31, 2021 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.52% | 3,500,000 | 3,500,000 | - | Sep 30, 2023 |
| HSBC FUNDS | 0.45% | 15,260 | - | - | Oct 31, 2023 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.42% | 2,845,572 | - | - | Sep 30, 2023 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.39% | 2,646,041 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.37% | 305,000 | - | - | Oct 31, 2023 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.35% | 2,343,500 | - | - | Sep 30, 2023 |
| AB DISCOVERY GROWTH FUND, INC. | 0.28% | 367,110 | -4,552 | -1.22% | Oct 31, 2023 |
| VANGUARD QUANTITATIVE FUNDS | 0.26% | 1,064,569 | 1,061,769 | 37920.32% | Sep 30, 2023 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.25% | 1,699,959 | - | - | Sep 30, 2023 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.25% | 111,340 | -3,472 | -3.02% | Oct 31, 2023 |
| AGF Investments Trust | 0.24% | -11,514 | 3,568 | -23.66% | Sep 30, 2023 |
| FIDELITY TREND FUND | 0.24% | 197,000 | -11,100 | -5.33% | Sep 30, 2023 |
| ALGER INSTITUTIONAL FUNDS | 0.23% | 71,553 | 60,933 | 573.76% | Oct 31, 2023 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.23% | 1,525,000 | - | - | Sep 30, 2023 |
| BNY MELLON RESEARCH GROWTH FUND, INC. | 0.20% | 122,344 | - | - | Aug 31, 2023 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.17% | 122,900 | 122,900 | - | Sep 30, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.15% | 375,000 | - | - | Sep 30, 2023 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.15% | 3,742,338 | -439,383 | -10.51% | Sep 30, 2023 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.15% | 1,000,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.14% | 1,250,000 | - | - | Sep 30, 2023 |
| Touchstone ETF Trust | 0.13% | 300,000 | 300,000 | - | Sep 30, 2023 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.13% | 44,772 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.12% | 18,550,000 | - | - | Sep 30, 2023 |
| Nuveen Core Equity Alpha Fund | 0.12% | 10,590 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.12% | 1,650,000 | - | - | Oct 31, 2023 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.11% | 13,600 | 9,000 | 195.65% | Nov 30, 2023 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.11% | 1,118,253 | 174,101 | 18.44% | Oct 31, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.11% | 1,600,000 | - | - | Oct 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.10% | 250,000 | - | - | Sep 30, 2023 |
| Monteagle Funds | 0.10% | 3,400 | 3,400 | - | Nov 30, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.10% | 1,375,000 | - | - | Oct 31, 2023 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.10% | 1,714,097 | -1,056 | -0.06% | Sep 30, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.09% | 1,325,000 | - | - | Oct 31, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.09% | 1,300,000 | - | - | Oct 31, 2023 |
| FIDELITY DESTINY PORTFOLIOS | 0.09% | 211,600 | 132,600 | 167.85% | Sep 30, 2023 |
| PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. | 0.09% | 293,858 | - | - | Nov 30, 2023 |
| ALGER PORTFOLIOS | 0.08% | 24,035 | 5,914 | 32.64% | Sep 30, 2023 |
| SMALLCAP WORLD FUND INC | 0.08% | 5,174,776 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 200,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 200,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.08% | 1,125,000 | - | - | Oct 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.07% | 10,300,000 | - | - | Sep 30, 2023 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.07% | 102,699 | -58,756 | -36.39% | Sep 30, 2023 |
| WANGER ADVISORS TRUST | 0.06% | 45,524 | -9,046 | -16.58% | Sep 30, 2023 |
| LORD ABBETT RESEARCH FUND INC | 0.06% | 49,228 | 49,228 | - | Nov 30, 2023 |
| GROWTH FUND OF AMERICA | 0.06% | 1,604,907 | -5,377 | -0.33% | Nov 30, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.06% | 9,250,000 | - | - | Sep 30, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.06% | 13,279 | - | - | Sep 29, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.06% | 8,900,000 | - | - | Sep 30, 2023 |
| COLUMBIA ACORN TRUST | 0.06% | 241,994 | -48,205 | -16.61% | Sep 30, 2023 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.06% | 550,000 | - | - | Oct 31, 2023 |
| Primark Private Equity Investments Fund | 0.06% | 16,033 | -12,507 | -43.82% | Sep 30, 2023 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.05% | 6,840 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.05% | 500,000 | - | - | Oct 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.05% | 125,000 | - | - | Sep 30, 2023 |
| JANUS ASPEN SERIES | 0.05% | 1,997,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.05% | 6,850,000 | - | - | Sep 30, 2023 |
| BNY Mellon Investment Funds V, Inc. | 0.05% | 23,353 | -388 | -1.63% | Oct 31, 2023 |
| T. Rowe Price Financial Services Fund, Inc. | 0.05% | 23,100 | - | - | Sep 30, 2023 |
| ROYCE VALUE TRUST, INC. | 0.04% | 43,500 | - | - | Sep 30, 2023 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.04% | 77,195 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.04% | 600,000 | - | - | Oct 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.04% | 100,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.04% | 75,000 | - | - | Sep 30, 2023 |
| Engine No. 1 ETF Trust | 0.04% | 2,435 | 279 | 12.94% | Oct 31, 2023 |
| XAI Octagon Floating Rate & Alternative Income Term Trust | 0.04% | 250,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.04% | 5,515,000 | - | - | Sep 30, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.04% | 147,749 | 835 | 0.57% | Oct 31, 2023 |
| ALGER FUNDS | 0.04% | 41,961 | 5,258 | 14.33% | Oct 31, 2023 |
| ALPS Variable Investment Trust | 0.03% | 9,200 | -600 | -6.12% | Sep 30, 2023 |
| ROYCE FUND | 0.03% | 230,835 | - | - | Sep 30, 2023 |
| Angel Oak Funds Trust | 0.03% | 3,000,000 | - | - | Oct 31, 2023 |
| Angel Oak Funds Trust | 0.03% | 3,000,000 | - | - | Oct 31, 2023 |
| VANGUARD INDEX FUNDS | 0.03% | 13,827,042 | 197,280 | 1.45% | Sep 30, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.03% | 79,379 | -49 | -0.06% | Sep 30, 2023 |
| FIDELITY PURITAN TRUST | 0.03% | 1,694,243 | 685,129 | 67.89% | Nov 30, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.03% | 12,259 | - | - | Sep 30, 2023 |
| 0.03% | 3,416 | 1,292 | 60.83% | Oct 31, 2023 | |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.03% | 124,971 | - | - | Sep 29, 2023 |
| Angel Oak Funds Trust | 0.03% | 2,500,000 | - | - | Oct 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.03% | 17,173 | - | - | Oct 31, 2023 |
| ALGER FUNDS II | 0.03% | 13,797 | 13,797 | - | Oct 31, 2023 |
| JANUS INVESTMENT FUND | 0.02% | 7,431,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.02% | 3,450,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.02% | 3,450,000 | - | - | Sep 30, 2023 |
| BBR ALO Fund, LLC | 0.02% | 70,606 | - | - | Sep 30, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.02% | 286,169 | -227,723 | -44.31% | Oct 31, 2023 |
| CAPITAL WORLD GROWTH & INCOME FUND | 0.02% | 1,654,155 | - | - | Nov 30, 2023 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.02% | 246,134 | - | - | Nov 30, 2023 |
Ares Management's largest mutual fund holder by % of total assets is "Segall Bryant & Hamill Trust", owning 18.77K shares, compromising 3.48% of its total assets.
Ares Management Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 376 | -30.11% |
| 31 Dec, 23 | 538 | 12.08% |
| 30 Sep, 23 | 480 | 10.09% |
| 30 Jun, 23 | 436 | 0.23% |
| 31 Mar, 23 | 435 | 6.36% |
| 31 Dec, 22 | 409 | 11.75% |
| 30 Sep, 22 | 366 | 3.98% |
| 30 Jun, 22 | 352 | -3.03% |
| 31 Mar, 22 | 363 | 0.28% |
| 31 Dec, 21 | 362 | 21.48% |
| 30 Sep, 21 | 298 | 6.43% |
| 30 Jun, 21 | 280 | 16.18% |
| 31 Mar, 21 | 241 | 1.69% |
| 31 Dec, 20 | 237 | 12.86% |
| 30 Sep, 20 | 210 | 2.44% |
| 30 Jun, 20 | 205 | 17.14% |
| 31 Mar, 20 | 175 | 1.74% |
| 31 Dec, 19 | 172 | 6.17% |
| 30 Sep, 19 | 162 | 11.72% |
| 30 Jun, 19 | 145 | 16.00% |
| 31 Mar, 19 | 125 | 16.82% |
| 31 Dec, 18 | 107 | - |
As of 31 Mar 24, 376 institutions are holding Ares Management's shares, representing a decrease of -30.11% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 85,046,182 | -46.52% |
| 31 Dec, 23 | 159,012,861 | 2.92% |
| 30 Sep, 23 | 154,502,616 | 1.76% |
| 30 Jun, 23 | 151,829,691 | 3.11% |
| 31 Mar, 23 | 147,251,888 | 1.30% |
| 31 Dec, 22 | 145,357,713 | 1.95% |
| 30 Sep, 22 | 142,578,596 | 2.31% |
| 30 Jun, 22 | 139,355,822 | 1.97% |
| 31 Mar, 22 | 136,661,010 | 2.61% |
| 31 Dec, 21 | 133,181,385 | 2.44% |
| 30 Sep, 21 | 130,003,648 | 2.23% |
| 30 Jun, 21 | 127,164,142 | 12.38% |
| 31 Mar, 21 | 113,151,241 | 1.29% |
| 31 Dec, 20 | 111,715,395 | 1.24% |
| 30 Sep, 20 | 110,348,593 | 2.53% |
| 30 Jun, 20 | 107,630,799 | 13.72% |
| 31 Mar, 20 | 94,649,224 | 20.06% |
| 31 Dec, 19 | 78,837,995 | 3.04% |
| 30 Sep, 19 | 76,508,994 | 10.90% |
| 30 Jun, 19 | 68,990,739 | 14.19% |
| 31 Mar, 19 | 60,417,854 | 1.95% |
| 31 Dec, 18 | 59,261,032 | - |
Ares Management (ARES) has 85.05M shares outstanding as of 31 Mar 24, down -46.52% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 44.82% | 0.61% |
| 31 Dec, 23 | 85.39% | 1.20% |
| 30 Sep, 23 | 84.43% | 1.17% |
| 30 Jun, 23 | 84.83% | 1.25% |
| 31 Mar, 23 | 82.27% | 1.20% |
| 31 Dec, 22 | 82.76% | 1.26% |
| 30 Sep, 22 | 81.18% | 1.28% |
| 30 Jun, 22 | 79.56% | 1.29% |
| 31 Mar, 22 | 78.44% | 1.26% |
| 31 Dec, 21 | 78.84% | 1.33% |
| 30 Sep, 21 | 76.96% | 1.29% |
| 30 Jun, 21 | 77.17% | 1.34% |
| 31 Mar, 21 | 75.80% | 1.35% |
| 31 Dec, 20 | 74.84% | 1.27% |
| 30 Sep, 20 | 76.92% | 1.19% |
| 30 Jun, 20 | 80.54% | 1.26% |
| 31 Mar, 20 | 79.96% | 1.50% |
| 31 Dec, 19 | 73.06% | 1.47% |
| 30 Sep, 19 | 70.53% | 1.64% |
| 30 Jun, 19 | 65.59% | 1.90% |
| 31 Mar, 19 | 58.71% | 1.77% |
| 31 Dec, 18 | 57.59% | - |
As of 31 Mar 24, Ares Management is held by 44.82% institutional shareholders, representing a 0.61% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 195 | -35.22% |
| 31 Dec, 23 | 301 | 16.67% |
| 30 Sep, 23 | 258 | 25.85% |
| 30 Jun, 23 | 205 | -11.64% |
| 31 Mar, 23 | 232 | -4.92% |
| 31 Dec, 22 | 244 | 37.08% |
| 30 Sep, 22 | 178 | 2.89% |
| 30 Jun, 22 | 173 | -3.89% |
| 31 Mar, 22 | 180 | -11.76% |
| 31 Dec, 21 | 204 | 36.91% |
| 30 Sep, 21 | 149 | -22.40% |
| 30 Jun, 21 | 192 | 50.00% |
| 31 Mar, 21 | 128 | -8.57% |
| 31 Dec, 20 | 140 | 26.13% |
| 30 Sep, 20 | 111 | -11.20% |
| 30 Jun, 20 | 125 | 25.00% |
| 31 Mar, 20 | 100 | -9.91% |
| 31 Dec, 19 | 111 | 9.90% |
| 30 Sep, 19 | 101 | 5.21% |
| 30 Jun, 19 | 96 | 26.32% |
| 31 Mar, 19 | 76 | -26.92% |
| 31 Dec, 18 | 104 | - |
195 institutional shareholders have increased their position in ARES stock as of 31 Mar 24 compared to 301 in the previous quarter (a -35.22% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 125 | -24.24% |
| 31 Dec, 23 | 165 | 18.71% |
| 30 Sep, 23 | 139 | -10.32% |
| 30 Jun, 23 | 155 | 13.97% |
| 31 Mar, 23 | 136 | 23.64% |
| 31 Dec, 22 | 110 | -7.56% |
| 30 Sep, 22 | 119 | -4.80% |
| 30 Jun, 22 | 125 | 11.61% |
| 31 Mar, 22 | 112 | 14.29% |
| 31 Dec, 21 | 98 | - |
| 30 Sep, 21 | 98 | 122.73% |
| 30 Jun, 21 | 44 | -43.59% |
| 31 Mar, 21 | 78 | 21.88% |
| 31 Dec, 20 | 64 | 16.36% |
| 30 Sep, 20 | 55 | -3.51% |
| 30 Jun, 20 | 57 | -1.72% |
| 31 Mar, 20 | 58 | 20.83% |
| 31 Dec, 19 | 48 | 11.63% |
| 30 Sep, 19 | 43 | 26.47% |
| 30 Jun, 19 | 34 | - |
| 31 Mar, 19 | 34 | - |
| 31 Dec, 18 | - | - |
125 institutional shareholders have reduced their position in ARES stock as of 31 Mar 24 compared to 165 in the previous quarter (a -24.24% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 376 | -30.11% | 85,046,182 | -46.52% | 44.82% | 0.61% | 195 | -35.22% | 125 | -24.24% |
| 31 Dec, 23 | 538 | 12.08% | 159,012,861 | 2.92% | 85.39% | 1.20% | 301 | 16.67% | 165 | 18.71% |
| 30 Sep, 23 | 480 | 10.09% | 154,502,616 | 1.76% | 84.43% | 1.17% | 258 | 25.85% | 139 | -10.32% |
| 30 Jun, 23 | 436 | 0.23% | 151,829,691 | 3.11% | 84.83% | 1.25% | 205 | -11.64% | 155 | 13.97% |
| 31 Mar, 23 | 435 | 6.36% | 147,251,888 | 1.30% | 82.27% | 1.20% | 232 | -4.92% | 136 | 23.64% |
| 31 Dec, 22 | 409 | 11.75% | 145,357,713 | 1.95% | 82.76% | 1.26% | 244 | 37.08% | 110 | -7.56% |
| 30 Sep, 22 | 366 | 3.98% | 142,578,596 | 2.31% | 81.18% | 1.28% | 178 | 2.89% | 119 | -4.80% |
| 30 Jun, 22 | 352 | -3.03% | 139,355,822 | 1.97% | 79.56% | 1.29% | 173 | -3.89% | 125 | 11.61% |
| 31 Mar, 22 | 363 | 0.28% | 136,661,010 | 2.61% | 78.44% | 1.26% | 180 | -11.76% | 112 | 14.29% |
| 31 Dec, 21 | 362 | 21.48% | 133,181,385 | 2.44% | 78.84% | 1.33% | 204 | 36.91% | 98 | - |
| 30 Sep, 21 | 298 | 6.43% | 130,003,648 | 2.23% | 76.96% | 1.29% | 149 | -22.40% | 98 | 122.73% |
| 30 Jun, 21 | 280 | 16.18% | 127,164,142 | 12.38% | 77.17% | 1.34% | 192 | 50.00% | 44 | -43.59% |
| 31 Mar, 21 | 241 | 1.69% | 113,151,241 | 1.29% | 75.80% | 1.35% | 128 | -8.57% | 78 | 21.88% |
| 31 Dec, 20 | 237 | 12.86% | 111,715,395 | 1.24% | 74.84% | 1.27% | 140 | 26.13% | 64 | 16.36% |
| 30 Sep, 20 | 210 | 2.44% | 110,348,593 | 2.53% | 76.92% | 1.19% | 111 | -11.20% | 55 | -3.51% |
| 30 Jun, 20 | 205 | 17.14% | 107,630,799 | 13.72% | 80.54% | 1.26% | 125 | 25.00% | 57 | -1.72% |
| 31 Mar, 20 | 175 | 1.74% | 94,649,224 | 20.06% | 79.96% | 1.50% | 100 | -9.91% | 58 | 20.83% |
| 31 Dec, 19 | 172 | 6.17% | 78,837,995 | 3.04% | 73.06% | 1.47% | 111 | 9.90% | 48 | 11.63% |
| 30 Sep, 19 | 162 | 11.72% | 76,508,994 | 10.90% | 70.53% | 1.64% | 101 | 5.21% | 43 | 26.47% |
| 30 Jun, 19 | 145 | 16.00% | 68,990,739 | 14.19% | 65.59% | 1.90% | 96 | 26.32% | 34 | - |
| 31 Mar, 19 | 125 | 16.82% | 60,417,854 | 1.95% | 58.71% | 1.77% | 76 | -26.92% | 34 | - |
| 31 Dec, 18 | 107 | - | 59,261,032 | - | 57.59% | - | 104 | - | - | - |
Ares Management Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Ares Management's stock was made by deVeer R. Kipp on Feb 16 2024, selling 82,796 shares at $136.47 per share (valued at $11.30M).
Ares Management Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 10 | 14 | 71.43% |
| Q4 2023 | 3 | 19 | 15.79% |
| Q3 2023 | 18 | 35 | 51.43% |
| Q2 2023 | 9 | 41 | 21.95% |
| Q1 2023 | 26 | 22 | 118.18% |
| Q4 2022 | 11 | 34 | 32.35% |
| Q3 2022 | 8 | 4 | 200.00% |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 9 | 68 | 13.24% |
| Q4 2021 | 8 | 52 | 15.38% |
| Q3 2021 | 31 | 39 | 79.49% |
| Q2 2021 | 7 | 35 | 20.00% |
| Q1 2021 | 13 | 27 | 48.15% |
| Q4 2020 | 3 | 55 | 5.45% |
| Q3 2020 | 10 | 43 | 23.26% |
| Q2 2020 | 6 | 134 | 4.48% |
| Q1 2020 | 9 | 14 | 64.29% |
| Q4 2019 | 3 | 2 | 150.00% |
| Q3 2019 | 4 | 15 | 26.67% |
| Q2 2019 | 2 | 23 | 8.70% |
10 total buy trades, and 14 total sell trades (buy/sell ratio of 0.71%) were made by Ares Management's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | 6 | - |
| Q4 2023 | 2 | 17 | 11.76% |
| Q3 2023 | 7 | 27 | 25.93% |
| Q2 2023 | 6 | 33 | 18.18% |
| Q1 2023 | 16 | 11 | 145.45% |
| Q4 2022 | 7 | 32 | 21.88% |
| Q3 2022 | 2 | 1 | 200.00% |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | 58 | - |
| Q4 2021 | - | 33 | - |
| Q3 2021 | 14 | 9 | 155.56% |
| Q2 2021 | 2 | 24 | 8.33% |
| Q1 2021 | - | 17 | - |
| Q4 2020 | - | 51 | - |
| Q3 2020 | - | 39 | - |
| Q2 2020 | 1 | 128 | 0.78% |
| Q1 2020 | - | 1 | - |
| Q4 2019 | - | 1 | - |
| Q3 2019 | - | 15 | - |
| Q2 2019 | - | 18 | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 6 open market sell trades of Ares Management's stocks.
Ares Management Peer Ownership
| Ticker | Company |
|---|---|
| PFLT | PennantPark Floating Rate Capital Ltd. |
| TPG | TPG Inc. |
| AMK | AssetMark Financial Holdings, Inc. |
| SEIC | SEI Investments Company |
| MAIN | Main Street Capital Corporation |
| PAX | Patria Investments Limited |
| APO | Apollo Global Management, Inc. |
| BBUC | Brookfield Business Corporation |
| PSEC | Prospect Capital Corporation |
| OWL | Blue Owl Capital Inc. |
| CION | CION Investment Corporation |
| FSK | FS KKR Capital Corp. |
| KKR | KKR & Co. Inc. |
| CG | The Carlyle Group Inc. |
| HTGC | Hercules Capital, Inc. |
| BX | Blackstone Inc. |
ARES Ownership FAQ
Who Owns Ares Management?
Ares Management is owned by institutional shareholders (44.82%), insiders (14.32%), and public (40.86%). The largest institutional shareholder of Ares Management is WELLINGTON MANAGEMENT GROUP LLP (9.24% of total shares) and the top mutual fund owner is Segall Bryant & Hamill Trust (3.48% of total shares).
Who are the major institutional shareholders of Ares Management?
Ares Management's major institutional shareholders are WELLINGTON MANAGEMENT GROUP LLP, VANGUARD GROUP INC, SUMITOMO MITSUI FINANCIAL GROUP, INC., BLACKROCK INC., and CAPITAL WORLD INVESTORS. The top five shareholders own together 37.32% of the company's share outstanding.
How many Ares Management shareholders are there?
As of Mar 2024, there are 376 institutional shareholders of Ares Management.
What percentage of Ares Management is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP owns 17.54M shares of Ares Management, representing 9.24% of the company's total shares outstanding, valued at $2.33B (as of Mar 2024).
What percentage of Ares Management is owned by VANGUARD GROUP INC?
As of Mar 2024, VANGUARD GROUP INC holds 16.6M shares of Ares Management (ARES), compromising 8.75% of the company, valued at $2.21B.
What percentage of Ares Management is owned by SUMITOMO MITSUI FINANCIAL GROUP, INC?
SUMITOMO MITSUI FINANCIAL GROUP, INC is the third largest holder of Ares Management. The company owns 13.36M of the company's shares outstanding (worth $1.78B).