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Moelis & Co

259 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
75
Closed
33
Calls
$3.28M
Puts
$2.58M
Net Calls
+$707K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Shares
Change %
LC
226
Lindbrook Capital
California
$13.5K +$272 +6 +2%
CT
227
Colonial Trust
South Carolina
$10.2K
FBC
228
Fairfield, Bush & Co
Connecticut
$9.66K +$9.66K +213 New
GRP
229
Global Retirement Partners
California
$9.48K +$2.95K +65 +45%
NA
230
NewEdge Advisors
Louisiana
$8.98K
IA
231
IFP Advisors
Florida
$8.33K +$91 +2 +1%
CFGS
232
Concourse Financial Group Securities
Alabama
$6.12K -$136 -3 -2%
FFA
233
Farther Finance Advisors
California
$5.89K -$272 -6 -4%
GA
234
GoalVest Advisory
New York
$5.8K +$5.8K +128 New
HNB
235
Huntington National Bank
Ohio
$4.26K +$2.22K +49 +109%
HCP
236
Hexagon Capital Partners
Arkansas
$4.13K +$1.22K +27 +42%
BIA
237
Bell Investment Advisors
California
$3.31K -$544 -12 -14%
BWM
238
BerganKDV Wealth Management
Minnesota
$2.54K
SIS
239
Sound Income Strategies
Florida
$2K
PFBT
240
Parkside Financial Bank & Trust
Missouri
$1.95K +$1.95K +43 New
FGAM
241
Financial Gravity Asset Management
Texas
$1.51K +$1.51K +45 New
AF
242
Allworth Financial
California
$1.41K +$952 +21 +210%
JWA
243
JFS Wealth Advisors
Pennsylvania
$1.32K -$363 -8 -22%
WIM
244
Westside Investment Management
California
$1.32K
PMFA
245
Plante Moran Financial Advisors
Michigan
$1.27K
WT
246
Washington Trust
Rhode Island
$1.22K
BAAM
247
Baker Avenue Asset Management
California
$1.22K
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$1.13K -$5.49K -121 -83%
OP
249
ORG Partners
Indiana
$1K +$1K +15 New
BTI
250
Blue Trust Inc
Georgia
$1K +$1K +29 New