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Moelis & Co

272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
S
251
SignatureFD
Georgia
$8K +$8K +142 New
NFG
252
Next Financial Group
Texas
$7K
CFGS
253
Concourse Financial Group Securities
Alabama
$6K +$6K +100 New
HR
254
Howe & Rusling
New York
$5K
CFD
255
Creative Financial Designs
Indiana
$5K
PA
256
Parallel Advisors
California
$5K
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +96 New
RIA
258
RPG Investment Advisory
California
$4K -$571 -10 -13%
SIS
259
Sound Income Strategies
Florida
$3K
PMFA
260
Plante Moran Financial Advisors
Michigan
$2K
ASN
261
Advisory Services Network
Georgia
$2K +$2K +26 New
JFGIW
262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +28 New
FFG
263
Ford Financial Group
California
$2K +$2K +48 New
AIG
264
American International Group
New York
$1.95K +$198 +3,485 +11%
BCA
265
Berman Capital Advisors
Georgia
$1K -$8.25K -198 -89%
WT
266
Washington Trust
Rhode Island
$1K -$571 -12 -36%
Nisa Investment Advisors
267
Nisa Investment Advisors
Missouri
$785 +$4 +79 +0.6%
WIM
268
Westside Investment Management
California
$54
ACL
269
Azora Capital LP
Florida
-$6.96M -126,801 Closed
California Public Employees Retirement System
270
California Public Employees Retirement System
California
-$5.42M -98,757 Closed
Acadian Asset Management
271
Acadian Asset Management
Massachusetts
-$3.18M -57,847 Closed
GPGA
272
Grandeur Peak Global Advisors
Utah
-$2.66M -48,481 Closed
Marshall Wace
273
Marshall Wace
United Kingdom
-$2.06M -37,504 Closed
OQS
274
Occudo Quantitative Strategies
Florida
-$1.49M -27,161 Closed
Creative Planning
275
Creative Planning
Kansas
-$1.2M -21,805 Closed