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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
76
$2.91M
77
$2.89M
78
$2.88M
79
$2.78M
80
$2.75M
81
$2.62M
82
$2.57M
83
$2.56M
84
$2.55M
85
$2.43M
86
$2.39M
87
$2.37M
88
$2.37M
89
$2.36M
90
$2.31M
91
$2.31M
92
$2.3M
93
$2.26M
94
$2.26M
95
$2.24M
96
$2.21M
97
$2.2M
98
$2.2M
99
$2.05M
100
$2.01M