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Moelis & Co
MC

Overview Fund Activity

307 hedge funds and large institutions have $4.12B invested in Moelis & Co in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
93
Reduced
115
Closed
26
Calls
$2.41M
Puts
$1.63M
Net Calls
+$787K
Net Calls Change
-$5K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$87.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
HCL
4
Heard Capital LLC
Illinois
$120M
5
MAM
5
Madison Asset Management
Wisconsin
$91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$19.7M
5
ACL
5
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$243K -$1.19M -21,031 -83%
SCA
227
Snowden Capital Advisors
New York
$243K -$7.49K -132 -3%
RJT
228
Raymond James Trust
Florida
$241K -$3.58K -63 -1%
Mackenzie Financial
229
Mackenzie Financial
Ontario, Canada
$240K – – –
SG Americas Securities
230
SG Americas Securities
New York
$239K -$627K -11,025 -72%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$238K -$1.93K -34 -0.8%
EL
232
Envoi LLC
Minnesota
$234K +$234K +4,115 New
X
233
Xponance
Pennsylvania
$231K +$681 +12 +0.3%
TW
234
Trajan Wealth
Arizona
$224K +$224K +3,952 New
Franklin Resources
235
Franklin Resources
California
$220K -$9.03K -159 -4%
WS
236
Wedbush Securities
California
$218K +$218K +3,839 New
PA
237
Profund Advisors
Maryland
$212K -$29.9K -527 -12%
AAM
238
Advisors Asset Management
Colorado
$206K -$60.1K -1,058 -23%
BRWA
239
B. Riley Wealth Advisors
Florida
$204K +$204K +4,513 New
CAN
240
Cetera Advisor Networks
California
$204K -$10.7K -188 -5%
SQA
241
Simon Quick Advisors
New Jersey
$200K +$200K +3,530 New
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$199K -$19.1K -336 -9%
SO
243
STRS Ohio
Ohio
$170K -$85K -1,500 -33%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$131K +$114K +2,019 +684%
A
245
AlphaQuest
New York
$121K +$121K +2,125 New
TRCT
246
Tower Research Capital (TRC)
New York
$108K -$404K -7,114 -79%
PA
247
Parallel Advisors
California
$95.4K – – –
KBC Group
248
KBC Group
Belgium
$94K – – –
HPC
249
HM Payson & Co
Maine
$91K +$38.2K +672 +72%
NC
250
nVerses Capital
Florida
$85.2K +$85.2K +1,500 New
8 9
10
11 12