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Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
FB
251
Fulton Bank
Pennsylvania
$207K +$195K +3,016 New
SCM
252
Shelton Capital Management
Colorado
$206K +$194K +3,003 New
DCM
253
DGS Capital Management
New Jersey
$202K +$190K +2,945 New
MYIA
254
Mount Yale Investment Advisors
Colorado
$185K +$175K +2,707 New
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$164K +$3.1K +48 +2%
KBC Group
256
KBC Group
Belgium
$142K +$26.1K +405 +24%
HFM
257
Harvest Fund Management
China
$130K +$122K +1,895 New
TRCT
258
Tower Research Capital (TRC)
New York
$126K -$769K -11,909 -87%
Walleye Trading
259
Walleye Trading
New York
$116K +$109K +1,692 New
SOW
260
State of Wyoming
Wyoming
$114K +$5.42K +84 +5%
HPC
261
HM Payson & Co
Maine
$108K
PMFA
262
Plante Moran Financial Advisors
Michigan
$106K +$100K +1,553 New
PA
263
Parallel Advisors
California
$95.1K -$9.88K -153 -10%
S
264
SignatureFD
Georgia
$82.2K -$904 -14 -1%
FFA
265
Farther Finance Advisors
California
$82K +$4.46K +69 +6%
Walleye Capital
266
Walleye Capital
New York
$78K -$126K -1,947 -63%
FHA
267
First Horizon Advisors
Tennessee
$75.3K
WTC
268
WhitTier Trust Company
Nevada
$75.3K +$71K +1,099 New
IA
269
IFP Advisors
Florida
$72.8K +$63.5K +984 +1,246%
PTC
270
Private Trust Company
Ohio
$72.6K
GI
271
GAMMA Investing
California
$68.2K +$34.5K +534 +116%
CFM
272
Catalyst Funds Management
Australia
$61.7K +$58.1K +900 New
BTI
273
Blue Trust Inc
Georgia
$61.5K +$46K +712 +193%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$55.4K +$40.5K +628 +349%
AWM
275
Avior Wealth Management
Nebraska
$55.1K -$1.55K -24 -3%