Moelis & Co
244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
18% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $1.59M
18% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 83
5% more capital invested
Capital invested by funds: $2.4B → $2.53B (+$123M)
3.13% more ownership
Funds ownership: 99.56% → 102.69% (+3.1%)
2% more funds holding
Funds holding: 240 → 244 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$26.4M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$24.4M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$21.7M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$20.7M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$24M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$18.6M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$10.9M |
| 4 |
BlackRock
New York
|
-$9.16M |
| 5 |
JP Morgan Chase
New York
|
-$8.88M |
MC Hedge Fund Activity: Q1 2023 in Review
244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2023, worth a combined $2.53B — up 5.1% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MC positions and 21 closed out — a net gain of 5 holders — while 98 added to existing stakes and 83 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $26.4M. The largest seller was Federated Hermes, exiting entirely with an estimated $24M sold.
- 244 institutional investors held Moelis & Co (MC) as of Q1 2023, up from 240 in Q4 2022.
- Funds reported $2.53B of Moelis & Co stock for Q1 2023, up 5.1% quarter-over-quarter.
- 26 funds opened new Moelis & Co positions in Q1 2023 and 21 closed out, a net change of +5 holders.
- The largest Moelis & Co buyer in Q1 2023 was Wasatch Advisors, an estimated $26.4M added.
- The largest Moelis & Co seller in Q1 2023 was Federated Hermes, an estimated $24M sold.
Based on aggregated 13F filings for Q1 2023.