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Moelis & Co

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

3.77% less ownership

Funds ownership: 113.64%109.87% (-3.8%)

17% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 109

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
267
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.6M
Puts
$1.36M
Net Calls
Net Calls Change

Top Sellers

1 -$79.8M
2 -$36.7M
3 -$19.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$17.8M
5
Morgan Stanley
Morgan Stanley
New York
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$7.3M
52
$6.6M
53
$6.25M
54
$6.21M
55
$5.55M
56
$5.5M
57
$5.5M
58
$4.91M
59
$4.82M
60
$4.74M
61
$4.71M
62
$4.58M
63
$4.47M
64
$3.71M
65
$3.68M
66
$3.66M
67
$3.59M
68
$3.58M
69
$3.55M
70
$3.52M
71
$3.44M
72
$3.32M
73
$3.28M
74
$3.12M
75
$3.06M