Moelis & Co
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.
108% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 26
48% more call options, than puts
Call options by funds: $2.41M | Put options by funds: $1.63M
10% more funds holding
Funds holding: 280 → 307 (+27)
0% more capital invested
Capital invested by funds: $4.1B → $4.12B (+$19.5M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.69% less ownership
Funds ownership: 109.66% → 108.97% (-0.69%)
19% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.5M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$14.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$14.3M |
| 4 |
HCL
Heard Capital LLC
Chicago,
Illinois
|
+$14.1M |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$43.1M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$42.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$24.7M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$24.6M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
-$10.6M |
MC Hedge Fund Activity: Q1 2024 in Review
307 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2024, worth a combined $4.12B — up 0.48% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new MC positions and 26 closed out — a net gain of 28 holders — while 93 added to existing stakes and 115 trimmed.
The largest buyer was Ameriprise, adding an estimated $23.5M. The largest seller was Morgan Stanley, cutting an estimated $43.1M.
- 307 institutional investors held Moelis & Co (MC) as of Q1 2024, up from 280 in Q4 2023.
- Funds reported $4.12B of Moelis & Co stock for Q1 2024, up 0.48% quarter-over-quarter.
- 54 funds opened new Moelis & Co positions in Q1 2024 and 26 closed out, a net change of +28 holders.
- The largest Moelis & Co buyer in Q1 2024 was Ameriprise, an estimated $23.5M added.
- The largest Moelis & Co seller in Q1 2024 was Morgan Stanley, an estimated $43.1M sold.
Based on aggregated 13F filings for Q1 2024.