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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
AWM
326
Abound Wealth Management
Tennessee
$549
SIC
327
SJS Investment Consulting
Ohio
$480
MFG
328
Mendota Financial Group
Wisconsin
$412 +$387 +6 New
AF
329
Advisornet Financial
Minnesota
$274
LFG
330
Larson Financial Group
Missouri
$274
OP
331
ORG Partners
Indiana
$60
GPGA
332
Grandeur Peak Global Advisors
Utah
-$2.87M -50,447 Closed
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$926K -16,294 Closed
American Century Companies
334
American Century Companies
Missouri
-$878K -15,448 Closed
UM
335
UniSuper Management
Australia
-$802K -14,103 Closed
Two Sigma Investments
336
Two Sigma Investments
New York
-$718K -12,633 Closed
AIMCA
337
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$529K -9,301 Closed
EP
338
Edgestream Partners
New Jersey
-$479K -8,428 Closed
I
339
InceptionR
California
-$461K -8,112 Closed
AG
340
Algert Global
California
-$382K -6,711 Closed
CGH
341
Crossmark Global Holdings
Texas
-$259K -4,543 Closed
JWS
342
Juncture Wealth Strategies
Arizona
-$250K -4,400 Closed
PP
343
PDT Partners
New York
-$227K -3,989 Closed
WS
344
Wedbush Securities
California
-$206K -3,623 Closed
HT
345
Headlands Technologies
Illinois
-$113K -1,992 Closed
Simplex Trading
346
Simplex Trading
Illinois
-$123K -1,909 Closed
AGWCA
347
Annis Gardner Whiting Capital Advisors
Florida
-$30.9K -543 Closed
BFPW
348
BOK Financial Private Wealth
Colorado
-$17.1K -300 Closed
IAIM
349
International Assets Investment Management
Florida
-$3.24K -57 Closed
TWP
350
Triad Wealth Partners
Kansas
-$1.76K -31 Closed