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Moelis & Co
292 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, 92 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
361% more call options, than puts
Call options by funds: $6.88M | Put options by funds: $1.5M
26% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 92
0% more capital invested
Capital invested by funds: $4.12B → $4.13B (+$3.73M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less funds holding
Funds holding: 307 → 292 (-15)
5.8% less ownership
Funds ownership: 108.97% → 103.16% (-5.8%)
23% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 43
Holders
292
Holders Change
-15
Holders Change %
-4.89%
% of All Funds
4.22%
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
92
Closed
43
Calls
$6.88M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M
Top Buyers
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
+$24.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.8M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$19.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.5M |
| 5 |
JP Morgan Chase
New York
|
+$10.1M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$33.9M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$28.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$13.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EL
326
Envoi LLC
Chanhassen,
Minnesota
| – | -$234K | -4,115 | Closed |
|
|
AAM
327
Advisors Asset Management
Monument,
Colorado
| – | -$206K | -3,621 | Closed |
|
|
MLICM
328
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$199K | -3,512 | Closed |
|
|
A
329
AlphaQuest
New York
| – | -$121K | -2,125 | Closed |
|
|
CFM
330
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$11.4K | -200 | Closed |
|
|
CWC
331
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$6.93K | -122 | Closed |
|
|
FFC
332
First Financial Corp
Terre Haute,
Indiana
| – | -$4.48K | -79 | Closed |
|
|
HIA
333
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$3.07K | -54 | Closed |
|
|
MG
334
Mather Group
Chicago,
Illinois
| – | -$2.19K | -39 | Closed |
|
335
AssetMark Inc
Concord,
California
| – | -$1.48K | -26 | Closed |
|