Moelis & Co
267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.
164% more call options, than puts
Call options by funds: $3.6M | Put options by funds: $1.36M
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
3% more funds holding
Funds holding: 259 → 267 (+8)
3% less capital invested
Capital invested by funds: $3.42B → $3.3B (-$116M)
3.77% less ownership
Funds ownership: 113.64% → 109.87% (-3.8%)
17% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 109
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$73M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$17.6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$10.8M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$6.48M |
| 5 |
Barclays
London,
United Kingdom
|
+$4.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$83.2M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$38.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.7M |
| 4 |
JP Morgan Chase
New York
|
-$18.6M |
| 5 |
Morgan Stanley
New York
|
-$13.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SM
276
Sciencast Management
Princeton,
New Jersey
| – | -$528K | -11,757 | Closed |
|
|
CC
277
Centiva Capital
New York
| – | -$263K | -5,805 | Closed |
|
|
JFG
278
Jefferies Financial Group
New York
| – | -$245K | -5,405 | Closed |
|
|
TSS
279
Two Sigma Securities
New York
| – | -$220K | -4,844 | Closed |
|
|
FRM
280
Fox Run Management
Greenwich,
Connecticut
| – | -$215K | -4,750 | Closed |
|
281
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$208K | -4,588 | Closed |
|
282
SG Americas Securities
New York
| – | -$114K | -2,519 | Closed |
|
283
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| – | -$22.4K | -495 | Closed |
|
|
FBC
284
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$9.66K | -213 | Closed |
|
|
FGAM
285
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1.51K | -45 | Closed |
|
|
BTI
286
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -29 | Closed |
|
|
PMFA
287
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1.27K | -28 | Closed |
|
|
2L
288
25 LLC
St. Louis,
Missouri
| – | -$679 | -14 | Closed |
|
|
DI
289
Disciplined Investments
Tulsa,
Oklahoma
| – | -$408 | -9 | Closed |
|
MC Hedge Fund Activity: Q3 2023 in Review
267 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2023, worth a combined $3.3B — down 3.4% from $3.42B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new MC positions and 22 closed out — a net gain of 11 holders — while 91 added to existing stakes and 109 trimmed.
The largest buyer was BlackRock, adding an estimated $73M. The largest seller was Goldman Sachs, cutting an estimated $83.2M.
- 267 institutional investors held Moelis & Co (MC) as of Q3 2023, up from 259 in Q2 2023.
- Funds reported $3.3B of Moelis & Co stock for Q3 2023, down 3.4% quarter-over-quarter.
- 33 funds opened new Moelis & Co positions in Q3 2023 and 22 closed out, a net change of +11 holders.
- The largest Moelis & Co buyer in Q3 2023 was BlackRock, an estimated $73M added.
- The largest Moelis & Co seller in Q3 2023 was Goldman Sachs, an estimated $83.2M sold.
Based on aggregated 13F filings for Q3 2023.