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Moelis & Co

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.09M

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

14% more capital invested

Capital invested by funds: $2.12B → $2.4B (+$287M)

1.82% more ownership

Funds ownership: 97.74%99.56% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 246240 (-6)

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$2.02M
Holocene Advisors
77
Holocene Advisors
New York
$2.01M +$144K +3,538 +7%
PCC
78
Park Circle Company
Maryland
$1.93M
GPGA
79
Grandeur Peak Global Advisors
Utah
$1.92M -$70.6K -1,739 -3%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$1.89M -$171K -4,218 -8%
CIP
81
Cornerstone Investment Partners
Georgia
$1.87M +$1.62K +40 +0.1%
SWM
82
Salvus Wealth Management
New Jersey
$1.85M -$1.42K -35 -0.1%
ERIC
83
Eagle Rock Investment Company
Georgia
$1.84M -$24.4K -600 -1%
LPL Financial
84
LPL Financial
California
$1.61M +$96.7K +2,382 +6%
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$1.43M -$549K -13,530 -27%
MIM
86
MetLife Investment Management
New Jersey
$1.29M
MWM
87
Moran Wealth Management
Florida
$1.28M +$1.35M +33,253 New
Barclays
88
Barclays
United Kingdom
$1.25M -$1.08M -26,514 -45%
OAM
89
Oppenheimer Asset Management
New York
$1.25M +$326K +8,034 +33%
AIG
90
American International Group
New York
$1.16M -$4.46K -110 -0.4%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$1.13M -$26.4K -651 -2%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$1.12M -$166K -4,097 -12%
CP
93
CenterBook Partners
Connecticut
$1.11M -$362K -8,930 -24%
RPSA
94
Richard P. Slaughter Associates
Texas
$1.1M +$89.8K +2,213 +8%
AIMCA
95
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.08M +$266K +6,550 +30%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$80.1K +1,974 +8%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$1.05M +$11.9K +294 +1%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$1.05M +$84.3K +2,077 +8%
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05M
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$976K -$406K -9,999 -28%