MC icon

Moelis & Co
MC

Overview Fund Activity

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
91
Reduced
109
Closed
22
Calls
$3.6M
Puts
$1.36M
Net Calls
+$2.24M
Net Calls Change
+$1.53M

Top Buyers

1
BlackRock
BlackRock
New York
$352M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.9M
3
Northern Trust
Northern Trust
Illinois
$41.9M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.21M
5
Barclays
Barclays
United Kingdom
$13.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$137M
2
WA
Wasatch Advisors
Utah
$156M
3
Ameriprise
Ameriprise
Minnesota
$48.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.5M
5
Morgan Stanley
Morgan Stanley
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
251
Sound Income Strategies
Florida
$1.99K – – –
JWA
252
JFS Wealth Advisors
Pennsylvania
$1.72K +$406 +9 +31%
PFBT
253
Parkside Financial Bank & Trust
Missouri
$1.67K -$271 -6 -14%
AF
254
Allworth Financial
California
$1.4K – – –
WIM
255
Westside Investment Management
California
$1.31K – – –
BAAM
256
Baker Avenue Asset Management
California
$1.22K – – –
WT
257
Washington Trust
Rhode Island
$1.17K -$45 -1 -4%
SFG
258
Steward Financial Group
Texas
$1K +$1K +37 New
EWA
259
EverSource Wealth Advisors
Alabama
$677 -$181 -4 -21%
OP
260
ORG Partners
Indiana
$671 -$48 -1 -7%
QCG
261
Quadrant Capital Group
Ohio
$632 +$135 +3 +27%
SIC
262
SJS Investment Consulting
Ohio
$542 +$136 +3 +33%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$451 -$180 -4 -29%
ECM
264
Everence Capital Management
Indiana
$347 +$347 +7,690 New
TWP
265
TFO Wealth Partners
Ohio
$317 +$317 +7 New
GWS
266
Glassman Wealth Services
Virginia
$271 – – –
CAS
267
Coppell Advisory Solutions
Texas
$192 +$192 +5 New
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$181 – – –
NCG
269
Newport Capital Group
New Jersey
– -$11.4M -297,989 Closed
Amundi
270
Amundi
France
– -$8.41M -185,054 Closed
AA
271
ALPS Advisors
Colorado
– -$4.2M -92,552 Closed
SSA
272
Schonfeld Strategic Advisors
New York
– -$3.29M -72,467 Closed
BC
273
Brookfield Corp
Ontario, Canada
– -$2.61M -57,576 Closed
RPSA
274
Richard P. Slaughter Associates
Texas
– -$1.42M -31,297 Closed
Cambridge Investment Research Advisors
275
Cambridge Investment Research Advisors
Iowa
– -$564K -12,438 Closed
8 9 10
11
12