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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
Bessemer Group
301
Bessemer Group
New Jersey
$9K +$4.52K +70 +127%
CFGS
302
Concourse Financial Group Securities
Alabama
$8.77K -$194 -3 -2%
EWA
303
EverSource Wealth Advisors
Alabama
$8.43K +$1.61K +25 +26%
JIP
304
Jaffetilchin Investment Partners
Florida
$7.23K +$6.84K +106 New
SIC
305
Salem Investment Counselors
North Carolina
$7.19K +$6.78K +105 New
RIL
306
Rothschild Investment LLC
Illinois
$5.48K +$2.26K +35 +78%
PS
307
Principal Securities
Iowa
$5.21K
Mitsubishi UFJ Asset Management
308
Mitsubishi UFJ Asset Management
Japan
$4.93K
SCM
309
Sterling Capital Management
North Carolina
$4.86K +$4.58K +71 New
BIA
310
Bell Investment Advisors
California
$4.04K
NB
311
NBT Bank
New York
$3.95K +$65 +1 +2%
FNWA
312
Financial Network Wealth Advisors
Utah
$3.84K -$3.62K -56 -50%
VCM
313
Versant Capital Management
Arizona
$3.49K
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$3.08K
SIS
315
Sound Income Strategies
Florida
$3.01K
GWM
316
Geneos Wealth Management
Colorado
$2.74K +$2.58K +40 New
HNB
317
Huntington National Bank
Ohio
$2.67K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$2.67K
AF
319
Allworth Financial
California
$2.12K
JWA
320
JFS Wealth Advisors
Pennsylvania
$1.99K
WIM
321
Westside Investment Management
California
$1.99K
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$1.71K +$1.61K +25 New
CFO
323
CVA Family Office
Colorado
$1.23K +$516 +8 +80%
PFBT
324
Parkside Financial Bank & Trust
Missouri
$960 -$6.78K -105 -88%
CPA
325
Capital Performance Advisors
California
$754 +$710 +11 New