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Moelis & Co

246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 70

2.8% more ownership

Funds ownership: 94.94%97.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 259246 (-13)

13% less capital invested

Capital invested by funds: $2.42B → $2.12B (-$307M)

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

53% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $5.05M

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
128
Reduced
70
Closed
32
Calls
$2.4M
Puts
$5.05M
Net Calls
-$2.65M
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M -$17M -405,820 -92%
Tudor Investment Corp
102
Tudor Investment Corp
Connecticut
$1.19M +$1.47M +35,197 New
SSA
103
Schonfeld Strategic Advisors
New York
$1.16M +$1.01M +24,143 +235%
MIM
104
MetLife Investment Management
New Jersey
$1.13M
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$1.13M -$58.2K -1,390 -4%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$1.05M +$419K +10,002 +47%
Macquarie Group
107
Macquarie Group
Australia
$1.04M -$41.1K -981 -3%
AIG
108
American International Group
New York
$1.02M +$3.27K +78 +0.3%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$1.02M +$29.8K +711 +2%
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$998K +$208K +4,964 +20%
SO
111
STRS Ohio
Ohio
$963K
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$921K
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$914K +$374K +8,939 +49%
RPSA
114
Richard P. Slaughter Associates
Texas
$895K +$58.9K +1,407 +6%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$864K +$21.3K +508 +2%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$852K +$59.9K +1,431 +6%
OAM
117
Oppenheimer Asset Management
New York
$830K +$325K +7,773 +46%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$818K +$20.7K +495 +2%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$812K +$414K +9,879 +70%
FWM
120
Foresight Wealth Management
Utah
$789K +$136K +3,257 +16%
AQR Capital Management
121
AQR Capital Management
Connecticut
$751K +$413K +9,854 +80%
AIMCA
122
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$734K +$526K +12,560 +137%
ACM
123
AlphaCrest Capital Management
New York
$726K +$899K +21,469 New
HWAM
124
Hennion & Walsh Asset Management
New Jersey
$701K +$188K +4,496 +28%
CM
125
CastleKnight Management
New York
$690K -$155K -3,700 -15%