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Moelis & Co
MC

Overview Fund Activity

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
116
Reduced
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$40.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$22.4M
4
Ameriprise
4
Ameriprise
Minnesota
$99.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$83.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
WHG
2
Westwood Holdings Group
Texas
$33.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$345K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$80.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
276
Versant Capital Management
Arizona
$2.9K 51 – –
FMII
277
Farmers & Merchants Investments Inc
Nebraska
$2.56K 45 – –
RIL
278
Rothschild Investment LLC
Illinois
$2.56K 45 +40 +800%
SIS
279
Sound Income Strategies
Florida
$2.5K 44 – –
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$2.22K 39 -1 -3%
HNB
281
Huntington National Bank
Ohio
$2.22K 39 +5 +15%
AF
282
Allworth Financial
California
$2K 31 – –
TWP
283
Triad Wealth Partners
Kansas
$1.76K 31 +31 New
JWA
284
JFS Wealth Advisors
Pennsylvania
$1.65K 29 – –
WIM
285
Westside Investment Management
California
$1.65K 29 – –
IC
286
Innealta Capital
Texas
$1.02K 18 +18 New
CFO
287
CVA Family Office
Colorado
$569 10 +10 New
AWM
288
Abound Wealth Management
Tennessee
$455 8 – –
SIC
289
SJS Investment Consulting
Ohio
$399 7 -3 -30%
ECM
290
Everence Capital Management
Indiana
$377 7,690 – –
AF
291
Advisornet Financial
Minnesota
$227 4 – –
LFG
292
Larson Financial Group
Missouri
$227 4 +4 New
OP
293
ORG Partners
Indiana
– – – –
NSGL
294
No Street GP LP
California
– – -200,000 Closed
PI
295
PineBridge Investments
New York
– – -74,764 Closed
Marshall Wace
296
Marshall Wace
United Kingdom
– – -70,989 Closed
JAM
297
Jupiter Asset Management
United Kingdom
– – -63,440 Closed
MWM
298
Moran Wealth Management
Florida
– – -59,482 Closed
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
– – -39,353 Closed
AIG
300
American International Group
New York
– – -36,040 Closed
10 11
12
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