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Moelis & Co
MC

Overview Fund Activity

307 hedge funds and large institutions have $4.12B invested in Moelis & Co in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
93
Reduced
115
Closed
26
Calls
$2.41M
Puts
$1.63M
Net Calls
+$787K
Net Calls Change
-$5K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$87.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
HCL
4
Heard Capital LLC
Illinois
$120M
5
MAM
5
Madison Asset Management
Wisconsin
$91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$19.7M
5
ACL
5
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
251
PEAK6 Investments
Illinois
$78.6K -$244K -4,299 -76%
S
252
SignatureFD
Georgia
$68.9K – – –
FHA
253
First Horizon Advisors
Tennessee
$62.4K – – –
PTC
254
Private Trust Company
Ohio
$59.3K +$24.1K +424 +68%
BFEC
255
Benjamin F. Edwards & Company
Missouri
$47K +$39.3K +699 +510%
AWM
256
Avior Wealth Management
Nebraska
$46.6K +$46.6K +821 New
EBA
257
Eagle Bay Advisors
New York
$43.7K – – –
CT
258
Colonial Trust
South Carolina
$39.7K +$27K +476 +213%
HCP
259
Hexagon Capital Partners
Arkansas
$37.3K +$22.3K +392 +148%
Simplex Trading
260
Simplex Trading
Illinois
$34K +$34K +609 New
AGWCA
261
Annis Gardner Whiting Capital Advisors
Florida
$30.8K +$30.8K +543 New
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$25.9K +$25.9K +461 New
Allspring Global Investments
263
Allspring Global Investments
North Carolina
$23.4K +$23.4K +413 New
Nomura Asset Management
264
Nomura Asset Management
Japan
$21.6K – – –
TCOV
265
Trust Company of Vermont
Vermont
$21.1K – – –
CSB
266
City State Bank
Iowa
$20K -$11.4K -200 -36%
GI
267
GAMMA Investing
California
$18.8K -$16.3K -287 -46%
UB
268
UMB Bank
Missouri
$17.3K +$1.59K +28 +10%
NA
269
NewEdge Advisors
Louisiana
$15.7K +$57 +1 +0.4%
GRP
270
Global Retirement Partners
California
$15.6K – – –
LC
271
Lindbrook Capital
California
$15.5K – – –
RA
272
Rise Advisors
New York
$12.8K +$12.8K +225 New
CFM
273
Catalyst Funds Management
Australia
$11.4K +$11.4K +200 New
FFA
274
Farther Finance Advisors
California
$8.99K – – –
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$7.72K -$2.67K -47 -26%
9 10
11
12 13