Moelis & Co
259 hedge funds and large institutions have $3.16B invested in Moelis & Co in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 27 closing their positions.
Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
76
Reduced
89
Closed
27
Calls
$2.35M
Puts
$2.06M
Net Calls
+$293K
Net Calls Change
-$3.98M
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KC
276
Kinloch Capital
Glen Allen,
Virginia
| – | – | -1,270 | Closed |
|
277
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| – | – | -727 | Closed |
|
|
ICP
278
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | – | -353 | Closed |
|
|
LWA
279
Lenox Wealth Advisors
New York
| – | – | -278 | Closed |
|
|
CA
280
Clearstead Advisors
Cleveland,
Ohio
| – | – | -215 | Closed |
|
|
RPWA
281
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | – | -118 | Closed |
|
|
SSWG
282
Seven Springs Wealth Group
Brentwood,
Tennessee
| – | – | -39 | Closed |
|
283
AssetMark Inc
Concord,
California
| $0 | 2 | -11 | -85% |
|
|
PWPS
284
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | – | -4 | Closed |
|
|
GWS
285
Glassman Wealth Services
Vienna,
Virginia
| $0 | 3 | – | – |
|
286
Wolverine Trading
Chicago,
Illinois
| – | – | – | – |
|
|
CFGS
287
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
|
HI
288
Harbour Investments
Madison,
Wisconsin
| $0 | 3 | +3 | New |
|