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Moelis & Co
MC

244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

18% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $1.59M

18% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 83

5% more capital invested

Capital invested by funds: $2.4B → $2.53B (+$123M)

3.13% more ownership

Funds ownership: 99.56% → 102.69% (+3.1%)

2% more funds holding

Funds holding: 240 → 244 (+4)

Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
98
Reduced
83
Closed
21
Calls
$1.88M
Puts
$1.59M
Net Calls
+$289K
Net Calls Change
-$106K

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$26.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$24.4M
3
MAM
Madison Asset Management
Wisconsin
+$21.7M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
+$20.7M
5
HighTower Advisors
HighTower Advisors
Illinois
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$24M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$18.6M
3
WHG
Westwood Holdings Group
Texas
-$10.9M
4
BlackRock
BlackRock
New York
-$9.16M
5
JP Morgan Chase
JP Morgan Chase
New York
-$8.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
251
Dynamic Technology Lab
Singapore
– -$306K -7,965 Closed
BCM
252
BTC Capital Management
Iowa
– -$291K -7,595 Closed
RJFSA
253
Raymond James Financial Services Advisors
Florida
– -$281K -7,323 Closed
Millennium Management
254
Millennium Management
New York
– -$279K -7,277 Closed
MAM
255
Meeder Asset Management
Ohio
– -$223K -5,804 Closed
MAM
256
Martingale Asset Management
Massachusetts
– -$204K -5,312 Closed
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
– -$192K -5,021 Closed
GMA
258
Glassy Mountain Advisors
Maryland
– -$115K -3,000 Closed
ETC
259
Exchange Traded Concepts
Oklahoma
– -$39.5K -1,030 Closed
Amundi
260
Amundi
France
– -$24.8K -646 Closed
CS
261
Comerica Securities
Michigan
– -$12.8K -334 Closed
DA
262
Denali Advisors
California
– -$767 -20 Closed
BWA
263
BDO Wealth Advisors
Florida
– -$345 -9 Closed
CAS
264
Coppell Advisory Solutions
Texas
– -$192 -5 Closed
CASC
265
Coppell Advisory Solutions Corp
Texas
– -$192 -5 Closed
7 8 9 10
11

MC Hedge Fund Activity: Q1 2023 in Review

244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2023, worth a combined $2.53B — up 5.1% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MC positions and 21 closed out — a net gain of 5 holders — while 98 added to existing stakes and 83 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $26.4M. The largest seller was Federated Hermes, exiting entirely with an estimated $24M sold.

  • 244 institutional investors held Moelis & Co (MC) as of Q1 2023, up from 240 in Q4 2022.
  • Funds reported $2.53B of Moelis & Co stock for Q1 2023, up 5.1% quarter-over-quarter.
  • 26 funds opened new Moelis & Co positions in Q1 2023 and 21 closed out, a net change of +5 holders.
  • The largest Moelis & Co buyer in Q1 2023 was Wasatch Advisors, an estimated $26.4M added.
  • The largest Moelis & Co seller in Q1 2023 was Federated Hermes, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2023.