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Moelis & Co
MC

Overview Fund Activity

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M

Top Buyers

1
WA
Wasatch Advisors
Utah
$150M
2
HighTower Advisors
HighTower Advisors
Illinois
$24.5M
3
LCOV
London Company of Virginia
Virginia
$138M
4
Victory Capital Management
Victory Capital Management
Texas
$13.1M
5
Ameriprise
Ameriprise
Minnesota
$33.2M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$24M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$259M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.08M
5
Citadel Advisors
Citadel Advisors
Florida
$92.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
251
CastleKnight Management
New York
– -$690K -20,400 Closed
HVP
252
Hudson Value Partners
Florida
– -$649K -19,195 Closed
GCM
253
Graham Capital Management
Connecticut
– -$646K -19,113 Closed
D.E. Shaw & Co
254
D.E. Shaw & Co
New York
– -$644K -19,039 Closed
Allianz Asset Management
255
Allianz Asset Management
Germany
– -$428K -12,664 Closed
BCM
256
Bayesian Capital Management
New York
– -$406K -12,015 Closed
HSBC Holdings
257
HSBC Holdings
United Kingdom
– -$408K -11,907 Closed
DA
258
Duality Advisers
Florida
– -$398K -11,781 Closed
WI
259
WBI Investments
New Jersey
– -$384K -11,369 Closed
Los Angeles Capital Management
260
Los Angeles Capital Management
California
– -$364K -10,777 Closed
Verition Fund Management
261
Verition Fund Management
Connecticut
– -$268K -7,913 Closed
FC
262
FORA Capital
Florida
– -$265K -7,826 Closed
PVH
263
Psagot Value Holdings
Israel
– -$250K -7,380 Closed
UCFA
264
United Capital Financial Advisors
Texas
– -$238K -7,034 Closed
CI
265
CX Institutional
Indiana
– -$217K -6,409 Closed
Two Sigma Advisers
266
Two Sigma Advisers
New York
– -$203K -6,000 Closed
Walleye Trading
267
Walleye Trading
New York
– -$132K -3,901 Closed
NICM
268
Neo Ivy Capital Management
New York
– -$96K -2,836 Closed
EW
269
Evoke Wealth
California
– -$56K -1,650 Closed
WWM
270
Wolff Wiese Magana
California
– -$39K -1,157 Closed
HPC
271
HM Payson & Co
Maine
– -$31K -931 Closed
CWM
272
Castle Wealth Management
Florida
– -$26K -759 Closed
TCCM
273
Timber Creek Capital Management
Massachusetts
– -$4K -140 Closed
HR
274
Howe & Rusling
New York
– -$4K -130 Closed
BCWM
275
Bartlett & Co Wealth Management
Ohio
– -$1.49K -44 Closed
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