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Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
276
Colonial Trust
South Carolina
$53.2K +$4.97K +77 +11%
EBA
277
Eagle Bay Advisors
New York
$52.8K
HCP
278
Hexagon Capital Partners
Arkansas
$49.7K +$646 +10 +1%
CA
279
Clearstead Advisors
Ohio
$41.3K -$321K -4,967 -89%
UB
280
UMB Bank
Missouri
$33K -$968 -15 -3%
QCG
281
Quadrant Capital Group
Ohio
$30.8K
Allspring Global Investments
282
Allspring Global Investments
North Carolina
$28.3K
DB
283
Danske Bank
Denmark
$27.4K +$25.8K +400 New
RWM
284
Reston Wealth Management
Virginia
$26.5K +$25K +387 New
Nomura Asset Management
285
Nomura Asset Management
Japan
$26K
TCOV
286
Trust Company of Vermont
Vermont
$25.4K
GRP
287
Global Retirement Partners
California
$24.9K +$129 +2 +0.6%
CSB
288
City State Bank
Iowa
$24K
Jones Financial Companies
289
Jones Financial Companies
Missouri
$22.8K +$9.17K +142 +75%
FCM
290
Fourpath Capital Management
Oklahoma
$19.6K +$18.5K +286 New
LC
291
Lindbrook Capital
California
$18.7K
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$17.9K
RA
293
Rise Advisors
New York
$15.7K +$65 +1 +0.4%
ATS
294
Ashton Thomas Securities
New York
$15.6K +$14.7K +228 New
SAM
295
Smartleaf Asset Management
Massachusetts
$15K -$2.07K -32 -13%
QL
296
Quarry LP
New York
$14.8K +$13.9K +216 New
CAL
297
Capital Advisors Ltd
Ohio
$14K
NA
298
NewEdge Advisors
Louisiana
$13.6K
AAP
299
Arax Advisory Partners
Colorado
$10.6K
PWMG
300
Private Wealth Management Group
New Jersey
$10.1K