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Moelis & Co

259 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
75
Closed
33
Calls
$3.28M
Puts
$2.58M
Net Calls
+$707K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$861 -$36.1K -797 -98%
2L
252
25 LLC
Missouri
$679 +$679 +14 New
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$635 +$635 +14 New
QCG
254
Quadrant Capital Group
Ohio
$499 -$15.8K -349 -97%
SIC
255
SJS Investment Consulting
Ohio
$409 +$45 +1 +13%
DI
256
Disciplined Investments
Oklahoma
$408 -$45 -1 -10%
GWS
257
Glassman Wealth Services
Virginia
$272
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$181 +$181 +4 New
BCM
259
BlueCrest Capital Management
Jersey
-$2.9M -75,464 Closed
NIP
260
Nicholas Investment Partners
California
-$2.8M -72,793 Closed
CWA
261
CM Wealth Advisors
Ohio
-$1.43M -35,096 Closed
MF
262
Magnetar Financial
Illinois
-$1.22M -31,685 Closed
Macquarie Group
263
Macquarie Group
Australia
-$1.06M -27,520 Closed
JF
264
Jump Financial
Illinois
-$911K -23,700 Closed
Asset Management One
265
Asset Management One
Japan
-$752K -19,560 Closed
YIH
266
Y-Intercept (HK)
Hong Kong
-$458K -11,921 Closed
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
-$431K -11,219 Closed
SPC
268
Sigma Planning Corp
Michigan
-$386K -10,045 Closed
LCM
269
Legato Capital Management
California
-$364K -9,470 Closed
BCM
270
Bayesian Capital Management
New York
-$347K -9,019 Closed
PAM
271
Panagora Asset Management
Massachusetts
-$304K -7,903 Closed
DCM
272
DGS Capital Management
New Jersey
-$290K -7,557 Closed
VPIM
273
Vanguard Personalized Indexing Management
California
-$228K -5,929 Closed
WG
274
Winton Group
United Kingdom
-$202K -5,265 Closed
BAM
275
Belpointe Asset Management
Nevada
-$66.4K -1,727 Closed