Moelis & Co
280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.
51% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 35
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more call options, than puts
Call options by funds: $3.32M | Put options by funds: $2.53M
24% more capital invested
Capital invested by funds: $3.3B → $4.1B (+$802M)
5% more funds holding
Funds holding: 267 → 280 (+13)
0.21% less ownership
Funds ownership: 109.87% → 109.66% (-0.21%)
21% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39.4M |
| 2 |
Goldman Sachs
New York
|
+$15.7M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$13.9M |
| 4 |
BlackRock
New York
|
+$9.93M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
+$8.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$16.9M |
| 2 |
JP Morgan Chase
New York
|
-$15.3M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$9.27M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$9.04M |
| 5 |
Bank of New York Mellon
New York
|
-$8.48M |
MC Hedge Fund Activity: Q4 2023 in Review
280 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2023, worth a combined $4.1B — up 24% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new MC positions and 35 closed out — a net gain of 18 holders — while 84 added to existing stakes and 107 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $39.4M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $16.9M sold.
- 280 institutional investors held Moelis & Co (MC) as of Q4 2023, up from 267 in Q3 2023.
- Funds reported $4.1B of Moelis & Co stock for Q4 2023, up 24% quarter-over-quarter.
- 53 funds opened new Moelis & Co positions in Q4 2023 and 35 closed out, a net change of +18 holders.
- The largest Moelis & Co buyer in Q4 2023 was Morgan Stanley, an estimated $39.4M added.
- The largest Moelis & Co seller in Q4 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2023.