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Moelis & Co
MC

351 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $1.36M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

7% more capital invested

Capital invested by funds: $4.91B → $5.26B (+$345M)

6% more funds holding

Funds holding: 332 → 351 (+19)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 118

1.08% less ownership

Funds ownership: 101.86% → 100.77% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
351
Holders Change
+19
Holders Change %
+5.72%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
65
Increased
115
Reduced
118
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$35.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$20.3M
3
FAM
Fred Alger Management
New York
+$16.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.4M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$11.4M

Top Sellers

1
HCL
Heard Capital LLC
Illinois
-$69.2M
2
TAM
Timucuan Asset Management
Florida
-$42.3M
3
WHG
Westwood Holdings Group
Texas
-$33.3M
4
MAM
Madison Asset Management
Wisconsin
-$28.5M
5
WA
Wasatch Advisors
Utah
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
351
ORG Partners
Indiana
$65 – – –
WHG
352
Westwood Holdings Group
Texas
– -$33.3M -486,176 Closed
Connor, Clark & Lunn Investment Management (CC&L)
353
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$10.7M -155,508 Closed
SPS
354
Susquehanna Portfolio Strategies
Pennsylvania
– -$7.49M -109,275 Closed
EI
355
EAM Investors
California
– -$4.65M -67,931 Closed
HF
356
HRT Financial
New York
– -$3.38M -49,370 Closed
CCIA
357
Campbell & Co Investment Adviser
Maryland
– -$3.17M -46,226 Closed
SEC
358
Seven Eight Capital
New York
– -$2.07M -30,265 Closed
MIM
359
Monashee Investment Management
Massachusetts
– -$2.06M -30,000 Closed
Holocene Advisors
360
Holocene Advisors
New York
– -$1.83M -26,755 Closed
DTL
361
Dynamic Technology Lab
Singapore
– -$1.7M -24,870 Closed
N
362
Natixis
France
– -$1.27M -18,500 Closed
TC
363
TwinBeech Capital
New York
– -$911K -13,292 Closed
ACM
364
Aster Capital Management
United Arab Emirates
– -$677K -9,880 Closed
VF
365
Virtu Financial
New York
– -$633K -9,242 Closed
FNA
366
First National Advisers
Nebraska
– -$483K -7,051 Closed
NC
367
nVerses Capital
Florida
– -$432K -6,300 Closed
Acadian Asset Management
368
Acadian Asset Management
Massachusetts
– -$372K -5,441 Closed
BWP
369
Baldwin Wealth Partners
Massachusetts
– -$357K -5,210 Closed
SG Americas Securities
370
SG Americas Securities
New York
– -$340K -4,964 Closed
PTC
371
Petrus Trust Company
Texas
– -$331K -4,836 Closed
CC
372
Centiva Capital
New York
– -$316K -4,612 Closed
PP
373
Paloma Partners
Connecticut
– -$292K -4,258 Closed
DC
374
Diametric Capital
Massachusetts
– -$282K -4,118 Closed
BC
375
Bridgefront Capital
Texas
– -$243K -3,551 Closed
12 13 14
15
16

MC Hedge Fund Activity: Q4 2024 in Review

351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2024, worth a combined $5.26B — up 7% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MC positions and 41 closed out — a net gain of 24 holders — while 115 added to existing stakes and 118 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $35.8M. The largest seller was Heard Capital LLC, cutting an estimated $69.2M.

  • 351 institutional investors held Moelis & Co (MC) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $5.26B of Moelis & Co stock for Q4 2024, up 7% quarter-over-quarter.
  • 65 funds opened new Moelis & Co positions in Q4 2024 and 41 closed out, a net change of +24 holders.
  • The largest Moelis & Co buyer in Q4 2024 was Balyasny Asset Management, an estimated $35.8M added.
  • The largest Moelis & Co seller in Q4 2024 was Heard Capital LLC, an estimated $69.2M sold.

Based on aggregated 13F filings for Q4 2024.