Moelis & Co
282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 closing their positions.
150% more call options, than puts
Call options by funds: $2.43M | Put options by funds: $972K
29% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 96
0.56% less ownership
Funds ownership: 95.06% → 94.5% (-0.56%)
10% less funds holding
Funds holding: 314 → 282 (-32)
23% less capital invested
Capital invested by funds: $3.6B → $2.78B (-$820M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
50% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCL
Heard Capital LLC
Chicago,
Illinois
|
+$41.1M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$23.8M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$23.4M |
| 4 |
JP Morgan Chase
New York
|
+$22.2M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$18.5M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$11.5M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$10.7M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$9.8M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.46M |
MC Hedge Fund Activity: Q1 2022 in Review
282 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2022, worth a combined $2.78B — down 23% from $3.6B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of MC and 28 opened new positions — a net loss of 28 holders — while 96 trimmed existing stakes and 124 added.
The largest buyer was Heard Capital LLC, adding an estimated $41.1M. The largest seller was Millennium Management, cutting an estimated $18.5M.
- 282 institutional investors held Moelis & Co (MC) as of Q1 2022, down from 314 in Q4 2021.
- Funds reported $2.78B of Moelis & Co stock for Q1 2022, down 23% quarter-over-quarter.
- 28 funds opened new Moelis & Co positions in Q1 2022 and 56 closed out, a net change of -28 holders.
- The largest Moelis & Co buyer in Q1 2022 was Heard Capital LLC, an estimated $41.1M added.
- The largest Moelis & Co seller in Q1 2022 was Millennium Management, an estimated $18.5M sold.
Based on aggregated 13F filings for Q1 2022.