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Moelis & Co
240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.
New
Increased
Maintained
Reduced
Closed
36% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $1.09M
27% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 78
14% more capital invested
Capital invested by funds: $2.12B → $2.4B (+$287M)
1.82% more ownership
Funds ownership: 97.74% → 99.56% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 38
2% less funds holding
Funds holding: 246 → 240 (-6)
Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M
Top Buyers
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$34.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$25.9M |
| 3 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$11.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$10.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.31M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCWM
276
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$1.49K | -44 | Closed |
|
277
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -39 | Closed |
|
|
SFG
278
Steward Financial Group
Colleyville,
Texas
| – | +$528 | +13 | New |
|