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Moelis & Co

351 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $1.36M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

7% more capital invested

Capital invested by funds: $4.91B → $5.26B (+$345M)

6% more funds holding

Funds holding: 332351 (+19)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 118

1.08% less ownership

Funds ownership: 101.86%100.77% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
351
Holders Change
+19
Holders Change %
+5.72%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
65
Increased
115
Reduced
118
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$14.3M -$3.5M -48,350 -20%
CM
52
Capital Management
Virginia
$13.4M +$45.5K +629 +0.3%
N
53
Nuveen
North Carolina
$13.1M -$80.1K -1,107 -0.6%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13M +$1.92M +26,529 +18%
UBS AM
55
UBS AM
Illinois
$13M +$2.21M +30,592 +21%
WAM
56
Winslow Asset Management
Ohio
$12.7M -$234K -3,230 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
57
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.4M +$5.07M +70,000 +71%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$11.4M +$767K +10,601 +7%
Renaissance Technologies
59
Renaissance Technologies
New York
$10.8M +$4.54M +62,800 +75%
Barclays
60
Barclays
United Kingdom
$10.6M +$131K +1,813 +1%
Swiss National Bank
61
Swiss National Bank
Switzerland
$10.2M +$72.4K +1,000 +0.7%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$10.1M -$1.14M -15,699 -10%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$9.91M +$579K +8,000 +6%
HCM
64
Hodges Capital Management
Texas
$9.15M +$8.96M +123,840 New
First Eagle Investment Management
65
First Eagle Investment Management
New York
$8.74M -$181K -2,500 -2%
Jacobs Levy Equity Management
66
Jacobs Levy Equity Management
New Jersey
$8.73M +$1.19M +16,482 +16%
Tudor Investment Corp
67
Tudor Investment Corp
Connecticut
$8.71M +$8.54M +117,952 New
Millennium Management
68
Millennium Management
New York
$8.36M -$9.09M -125,630 -53%
PC
69
Pier Capital
Connecticut
$7.96M -$814K -11,248 -9%
Citigroup
70
Citigroup
New York
$7.34M +$876K +12,105 +14%
RFC
71
Regions Financial Corp
Alabama
$7.21M -$279K -3,856 -4%
AG
72
Algert Global
California
$6.77M +$6.63M +91,610 New
Jennison Associates
73
Jennison Associates
New York
$6.44M -$81.4K -1,125 -1%
RA
74
Royce & Associates
New York
$6.41M -$1.86M -25,678 -23%
AllianceBernstein
75
AllianceBernstein
Tennessee
$6.35M +$39.1K +540 +0.6%