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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$47.4M -$4.11M -63,711 -8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$45M +$4.17M +64,637 +11%
Bank of America
28
Bank of America
North Carolina
$37M -$324K -5,022 -0.9%
BAMCO Inc
29
BAMCO Inc
New York
$36.1M -$1.33M -20,561 -4%
Artisan Partners
30
Artisan Partners
Wisconsin
$34.7M -$36.3M -562,460 -53%
WHG
31
Westwood Holdings Group
Texas
$33.3M -$6.41M -99,299 -17%
EA
32
Emerald Advisers
Pennsylvania
$30.2M +$377K +5,844 +1%
TCM
33
Tributary Capital Management
Nebraska
$29.8M -$118K -1,826 -0.4%
RJA
34
Raymond James & Associates
Florida
$25.5M +$133K +2,053 +0.6%
EMFAT
35
Emerald Mutual Fund Advisers Trust
Pennsylvania
$24.7M -$1.28M -19,840 -5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$24.3M +$3.95M +61,231 +21%
Principal Financial Group
37
Principal Financial Group
Iowa
$22.8M -$1.05M -16,322 -5%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$22M -$4.77M -73,954 -19%
CRM
39
Cramer Rosenthal McGlynn
Connecticut
$20.8M -$4.98M -77,200 -20%
SEI Investments
40
SEI Investments
Pennsylvania
$19.5M -$1.39M -21,511 -7%
Invesco
41
Invesco
Georgia
$19.3M +$11.7M +181,616 +182%
Stifel Financial
42
Stifel Financial
Missouri
$16.6M +$307K +4,762 +2%
Millennium Management
43
Millennium Management
New York
$16.4M +$15.4M +238,817 New
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$15.7M +$14.4M +223,200 +3,683%
Legal & General Group
45
Legal & General Group
United Kingdom
$13.3M -$130K -2,015 -1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$13.3M -$491K -7,613 -4%
AI
47
Axiom Investors
Connecticut
$12.7M +$12M +185,952 New
Deutsche Bank
48
Deutsche Bank
Germany
$12.7M -$624K -9,669 -5%
CM
49
Capital Management
Virginia
$12.4M -$422K -6,536 -3%
N
50
Nuveen
North Carolina
$12.2M -$1.89M -29,298 -14%