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Moelis & Co

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 307293 (-14)

5.73% less ownership

Funds ownership: 108.97%103.23% (-5.7%)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

Holders
293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.88M
Puts
$1.5M
Net Calls
Net Calls Change

Top Buyers

1 +$25.8M
2 +$21.8M
3 +$20.3M
4
Ameriprise
Ameriprise
Minnesota
+$12.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M

Top Sellers

1 -$35.6M
2 -$29.8M
3 -$14.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$13.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$20.5K
252
$19.9K
253
$17.1K
254
$15.5K
255
$15.1K
256
$13.6K
257
$12.9K
258
$11.3K
259
$11K
260
$10.7K
261
$10.2K
262
$8.81K
263
$8.36K
264
$7.45K
265
$6.77K
266
$6.66K
267
$6.66K
268
$4.49K
269
$4.32K
270
$4.09K
271
$3.35K
272
$3.25K
273
$3.24K
274
$3.07K
275
$3K