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Moelis & Co
MC

Overview Fund Activity

307 hedge funds and large institutions have $4.12B invested in Moelis & Co in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
93
Reduced
115
Closed
26
Calls
$2.41M
Puts
$1.63M
Net Calls
+$787K
Net Calls Change
-$5K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$87.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
HCL
4
Heard Capital LLC
Illinois
$120M
5
MAM
5
Madison Asset Management
Wisconsin
$91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$19.7M
5
ACL
5
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
276
Concourse Financial Group Securities
Alabama
$7.49K -$170 -3 -2%
CWC
277
Carolinas Wealth Consulting
North Carolina
$6.93K +$6.93K +122 New
PFBT
278
Parkside Financial Bank & Trust
Missouri
$6.53K +$5.96K +105 +1,050%
SAM
279
Smartleaf Asset Management
Massachusetts
$4.54K +$4.54K +79 New
IA
280
IFP Advisors
Florida
$4.49K -$4.49K -79 -50%
FFC
281
First Financial Corp
Indiana
$4.48K +$4.48K +79 New
PS
282
Principal Securities
Iowa
$4.32K -$5.91K -104 -58%
EWA
283
EverSource Wealth Advisors
Alabama
$4.12K +$1.23K +25 +42%
Mitsubishi UFJ Asset Management
284
Mitsubishi UFJ Asset Management
Japan
$4.09K – – –
PWMG
285
Private Wealth Management Group
New Jersey
$3.69K – – –
BIA
286
Bell Investment Advisors
California
$3.35K – – –
NB
287
NBT Bank
New York
$3.21K +$56 +1 +2%
HIA
288
Harbor Investment Advisory
Maryland
$3.07K +$3.07K +54 New
Bessemer Group
289
Bessemer Group
New Jersey
$3K – – –
QCG
290
Quadrant Capital Group
Ohio
$2.9K – – –
VCM
291
Versant Capital Management
Arizona
$2.9K – – –
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$2.56K – – –
SIS
293
Sound Income Strategies
Florida
$2.5K – – –
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$2.27K +$1.7K +30 +300%
MG
295
Mather Group
Illinois
$2.19K +$2.19K +39 New
HNB
296
Huntington National Bank
Ohio
$1.93K -$568 -10 -23%
AF
297
Allworth Financial
California
$1.76K – – –
JWA
298
JFS Wealth Advisors
Pennsylvania
$1.65K – – –
WIM
299
Westside Investment Management
California
$1.65K – – –
AssetMark Inc
300
AssetMark Inc
California
$1.48K -$84K -1,479 -98%
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12
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