We are live on ! Find out more
MC icon

Moelis & Co

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.09M

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

14% more capital invested

Capital invested by funds: $2.12B → $2.4B (+$287M)

1.82% more ownership

Funds ownership: 97.74%99.56% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 246240 (-6)

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.1M +$171K +4,220 +0.7%
BAMCO Inc
27
BAMCO Inc
New York
$22.9M -$444K -10,945 -2%
VNIM
28
Vaughan Nelson Investment Management
Texas
$22.5M -$272K -6,705 -1%
RA
29
Royce & Associates
New York
$20.8M -$2.14M -52,618 -9%
Bank of America
30
Bank of America
North Carolina
$20.6M +$535K +13,185 +3%
Norges Bank
31
Norges Bank
Norway
$20.5M -$2.01M -49,431 -8%
Principal Financial Group
32
Principal Financial Group
Iowa
$18.2M -$2.31M -56,813 -11%
TCM
33
Tributary Capital Management
Nebraska
$16.5M +$488K +12,027 +3%
CM
34
Capital Management
Virginia
$14.8M +$1.13M +27,847 +8%
RJA
35
Raymond James & Associates
Florida
$14.8M +$411K +10,134 +3%
Victory Capital Management
36
Victory Capital Management
Texas
$13.1M +$10.4M +257,256 +310%
ARS
37
Adirondack Retirement Specialists
New York
$11.4M -$1.65M -40,603 -12%
Goldman Sachs
38
Goldman Sachs
New York
$10.1M +$1.93M +47,515 +22%
First Trust Advisors
39
First Trust Advisors
Illinois
$9.88M +$144K +3,543 +1%
Jennison Associates
40
Jennison Associates
New York
$9.46M -$200K -4,929 -2%
Invesco
41
Invesco
Georgia
$8.66M -$2.69M -66,192 -23%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7.6M +$357K +8,797 +5%
N
43
Nuveen
North Carolina
$7.3M -$1.42M -35,054 -16%
American Century Companies
44
American Century Companies
Missouri
$7.11M +$67.3K +1,659 +0.9%
SEI Investments
45
SEI Investments
Pennsylvania
$7.02M +$210K +5,163 +3%
Deutsche Bank
46
Deutsche Bank
Germany
$6.74M +$139K +3,414 +2%
WAM
47
Winslow Asset Management
Ohio
$6.52M -$37.2K -917 -0.5%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$6.08M -$7.47M -183,978 -54%
Stifel Financial
49
Stifel Financial
Missouri
$6.06M -$666K -16,410 -9%
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.94M +$44.6K +1,100 +0.7%