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Moelis & Co

293 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, 93 reducing their positions, and 42 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
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
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$36.1M 634,225 -4,250 -0.7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$33.6M 591,790 +72,100 +14%
WHG
28
Westwood Holdings Group
Texas
$33.3M 585,475 -524,177 -47%
BAMCO Inc
29
BAMCO Inc
New York
$31.1M 547,747
Bank of America
30
Bank of America
North Carolina
$31M 544,402 -5,327 -1%
TCM
31
Tributary Capital Management
Nebraska
$24.8M 436,542 +1,159 +0.3%
EA
32
Emerald Advisers
Pennsylvania
$24.7M 434,486 -18,339 -4%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$22.4M 394,625 +357,200 +954%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.6M 380,711
CRM
35
Cramer Rosenthal McGlynn
Connecticut
$21.6M 380,207 -81,066 -18%
RJA
36
Raymond James & Associates
Florida
$21.1M 370,866 +7,198 +2%
Principal Financial Group
37
Principal Financial Group
Iowa
$19.9M 349,692 +2,785 +0.8%
SEI Investments
38
SEI Investments
Pennsylvania
$17.4M 305,871 +47,176 +18%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$16.7M 293,529 +62,444 +27%
Barclays
40
Barclays
United Kingdom
$15.1M 265,116 -50,510 -16%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$14.1M 246,655 +71,372 +41%
Stifel Financial
42
Stifel Financial
Missouri
$13.5M 237,010 +49 +0%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$11.8M 207,912 +2,020 +1%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$11.5M 201,473 +3,651 +2%
Legal & General Group
45
Legal & General Group
United Kingdom
$11.1M 195,877 +718 +0.4%
Deutsche Bank
46
Deutsche Bank
Germany
$11.1M 194,813 +16,996 +10%
CM
47
Capital Management
Virginia
$10.6M 186,995 -3,335 -2%
UBS Group
48
UBS Group
Switzerland
$10.6M 186,048 +25,687 +16%
RA
49
Royce & Associates
New York
$10.3M 180,528 +5,915 +3%
WAM
50
Winslow Asset Management
Ohio
$9.88M 173,818 -2,993 -2%