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Moelis & Co

292 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 307292 (-15)

5.8% less ownership

Funds ownership: 108.97%103.16% (-5.8%)

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.88M
Puts
$1.5M
Net Calls
Net Calls Change

Top Buyers

1 +$24.6M
2 +$20.8M
3 +$19.3M
4
Ameriprise
Ameriprise
Minnesota
+$11.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.1M

Top Sellers

1 -$33.9M
2 -$28.3M
3 -$14M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$13.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$3.3M
77
$3.27M
78
$3.23M
79
$3.14M
80
$3.1M
81
$2.92M
82
$2.87M
83
$2.85M
84
$2.84M
85
$2.83M
86
$2.83M
87
$2.81M
88
$2.78M
89
$2.77M
90
$2.72M
91
$2.7M
92
$2.68M
93
$2.56M
94
$2.35M
95
$2.33M
96
$2.32M
97
$2.29M
98
$2.29M
99
$2.26M
100
$2.21M