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Moelis & Co
MC

Overview Fund Activity

307 hedge funds and large institutions have $4.12B invested in Moelis & Co in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 26 closing their positions.

Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
93
Reduced
115
Closed
26
Calls
$2.41M
Puts
$1.63M
Net Calls
+$787K
Net Calls Change
-$5K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$87.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
HCL
4
Heard Capital LLC
Illinois
$120M
5
MAM
5
Madison Asset Management
Wisconsin
$91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$19.7M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JAM
76
Jupiter Asset Management
United Kingdom
$3.6M 63,440 +63,440 New
BMSSC
77
B. Metzler seel. Sohn & Co
Germany
$3.6M 63,422 +1,065 +2%
SWM
78
Salvus Wealth Management
New Jersey
$3.5M 61,653 -500 -0.8%
MWM
79
Moran Wealth Management
Florida
$3.38M 59,482 +1,059 +2%
Canada Life
80
Canada Life
Manitoba, Canada
$3.34M 58,850 +2,667 +5%
TPSF
81
Texas Permanent School Fund
Texas
$3.31M 58,344 +763 +1%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$3.28M 57,833 -1,571 -3%
RBA
83
Richard Bernstein Advisors
New York
$3.22M 56,761 – –
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$3.21M 56,600 – –
BZWA
85
Blue Zone Wealth Advisors
California
$3.21M 56,595 +56,595 New
VAS
86
Vestmark Advisory Solutions
Massachusetts
$3.06M 53,878 -318 -0.6%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$2.98M 52,432 – –
PCC
88
Park Circle Company
Maryland
$2.85M 50,176 – –
Comerica Bank
89
Comerica Bank
Texas
$2.8M 49,346 -3,019 -6%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.75M 48,508 +4,481 +10%
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$2.67M 46,964 +32,768 +231%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$2.65M 46,726 +5,932 +15%
NW
93
NewEdge Wealth
Pennsylvania
$2.64M 50,872 +723 +1%
CIP
94
Cornerstone Investment Partners
Georgia
$2.62M 46,171 -74 -0.2%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$2.62M 46,088 -2,103 -4%
FNBOO
96
First National Bank of Omaha
Nebraska
$2.59M 44,304 -4,169 -9%
LPL Financial
97
LPL Financial
California
$2.5M 43,962 -1,594 -3%
BCI
98
Brinker Capital Investments
Pennsylvania
$2.49M 43,860 -1,969 -4%
OPS
99
Orion Portfolio Solutions
Nebraska
$2.49M 43,860 -1,969 -4%
Citigroup
100
Citigroup
New York
$2.42M 42,671 +1,654 +4%
2 3
4
5 6