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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 %
SIC
301
SJS Investment Consulting
Ohio
$568 – – –
AWM
302
Abound Wealth Management
Tennessee
$455 – – –
ECM
303
Everence Capital Management
Indiana
$437 – – –
RIL
304
Rothschild Investment LLC
Illinois
$284 +$284 +5 New
AF
305
Advisornet Financial
Minnesota
$227 -$568 -10 -71%
BTI
306
Blue Trust Inc
Georgia
$114 -$7.24K -127 -98%
OP
307
ORG Partners
Indiana
$49 – – –
VNIM
308
Vaughan Nelson Investment Management
Texas
– -$42.2M -752,615 Closed
ACL
309
Azora Capital LP
Florida
– -$10.6M -188,858 Closed
Squarepoint
310
Squarepoint
New York
– -$3.29M -58,661 Closed
HF
311
HRT Financial
New York
– -$3.06M -54,584 Closed
TC
312
TwinBeech Capital
New York
– -$2.33M -41,430 Closed
CP
313
CenterBook Partners
Connecticut
– -$1.49M -26,553 Closed
BCM
314
Bayesian Capital Management
New York
– -$1.18M -21,091 Closed
FF
315
Friedenthal Financial
New Jersey
– -$728K -12,976 Closed
BC
316
Bridgefront Capital
Texas
– -$638K -11,363 Closed
CWP
317
Curated Wealth Partners
California
– -$540K -9,622 Closed
D.E. Shaw & Co
318
D.E. Shaw & Co
New York
– -$492K -8,759 Closed
EGM
319
Engineers Gate Manager
New York
– -$466K -8,300 Closed
Two Sigma Investments
320
Two Sigma Investments
New York
– -$362K -6,454 Closed
VI
321
Vestcor Inc
New Brunswick, Canada
– -$308K -5,492 Closed
VI
322
Versor Investments
New York
– -$275K -4,901 Closed
FA
323
FDx Advisors
Illinois
– -$252K -4,494 Closed
SRL
324
Scientech Research LLC
New Jersey
– -$240K -4,280 Closed
BAM
325
Blueshift Asset Management
New Jersey
– -$218K -3,876 Closed
10 11 12
13
14