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Moelis & Co
MC

Overview Fund Activity

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.

Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
93
Reduced
115
Closed
26
Calls
$2.41M
Puts
$1.63M
Net Calls
+$787K
Net Calls Change
-$5K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$87.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
HCL
4
Heard Capital LLC
Illinois
$120M
5
MAM
5
Madison Asset Management
Wisconsin
$91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$19.7M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$36.2M 638,475 -790,051 -55%
Bank of America
27
Bank of America
North Carolina
$31.2M 549,729 +39,424 +8%
BAMCO Inc
28
BAMCO Inc
New York
$31.1M 547,747 – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$29.5M 519,690 +34,298 +7%
CRM
30
Cramer Rosenthal McGlynn
Connecticut
$26.2M 461,273 -61,129 -12%
EA
31
Emerald Advisers
Pennsylvania
$25.7M 452,825 +1,782 +0.4%
TCM
32
Tributary Capital Management
Nebraska
$24.7M 435,383 -6,205 -1%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.6M 380,711 – –
RJA
34
Raymond James & Associates
Florida
$20.6M 363,668 -4,313 -1%
Principal Financial Group
35
Principal Financial Group
Iowa
$19.7M 346,907 -449,849 -56%
Barclays
36
Barclays
United Kingdom
$17.9M 315,626 +138,939 +79%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$15M 264,616 +264,616 New
Citadel Advisors
38
Citadel Advisors
Florida
$14.9M 262,224 +262,224 New
SEI Investments
39
SEI Investments
Pennsylvania
$14.7M 258,695 +51,690 +25%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$14.4M 253,662 +107,213 +73%
Stifel Financial
41
Stifel Financial
Missouri
$13.5M 236,961 +5,731 +2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$13.1M 231,085 +47,856 +26%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$11.7M 205,892 +183 +0.1%
NSGL
44
No Street GP LP
California
$11.4M 200,000 +200,000 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$11.2M 197,822 -1,167 -0.6%
Legal & General Group
46
Legal & General Group
United Kingdom
$11.1M 195,159 +3,760 +2%
CM
47
Capital Management
Virginia
$10.8M 190,330 -28,197 -13%
Deutsche Bank
48
Deutsche Bank
Germany
$10.1M 177,817 +1,469 +0.8%
WAM
49
Winslow Asset Management
Ohio
$10M 176,811 +1,848 +1%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10M 176,314 +30,295 +21%
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