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Moelis & Co

351 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $1.36M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

7% more capital invested

Capital invested by funds: $4.91B → $5.26B (+$345M)

6% more funds holding

Funds holding: 332351 (+19)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 118

1.08% less ownership

Funds ownership: 101.86%100.77% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
351
Holders Change
+19
Holders Change %
+5.72%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
65
Increased
115
Reduced
118
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
76
Victory Capital Management
Texas
$6.34M +$48K +663 +0.8%
Canada Life
77
Canada Life
Manitoba, Canada
$6.02M +$163K +2,248 +3%
PIP
78
Palisades Investment Partners
California
$5.65M +$471K +6,511 +9%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$5.61M +$1.32M +18,233 +32%
WAM
80
Weiss Asset Management
Massachusetts
$5.47M +$4.2M +58,011 +363%
EAM
81
EFG Asset Management
Oregon
$5.36M +$3.32M +45,945 +172%
Prudential Financial
82
Prudential Financial
New Jersey
$5.3M -$185K -2,554 -3%
Arrowstreet Capital
83
Arrowstreet Capital
Massachusetts
$4.93M +$4.83M +66,777 New
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$4.86M -$54.1K -747 -1%
TI
85
Trexquant Investment
Connecticut
$4.62M +$4.52M +62,475 New
MOACM
86
Mutual of America Capital Management
New York
$4.48M -$1.13M -15,624 -20%
CCM
87
Cinctive Capital Management
New York
$4.47M +$3.29M +45,490 +304%
BZWA
88
Blue Zone Wealth Advisors
California
$4.34M -$362 -5 -0%
LPL Financial
89
LPL Financial
California
$4.27M +$522K +7,213 +14%
DWM
90
Diversify Wealth Management
Utah
$4.21M +$2.11M +29,220 +98%
Man Group
91
Man Group
United Kingdom
$4.21M +$2.05M +28,342 +99%
RBA
92
Richard Bernstein Advisors
New York
$4.19M
VAS
93
Vestmark Advisory Solutions
Massachusetts
$4.09M +$65.6K +907 +2%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$4.06M -$57.5K -795 -1%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$4.03M -$50.4K -696 -1%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$3.85M -$1.4M -19,336 -27%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$3.83M
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.82M -$21.3K -294 -0.6%
PCC
99
Park Circle Company
Maryland
$3.71M
NW
100
NewEdge Wealth
Pennsylvania
$3.67M -$638K -8,819 -15%