MC icon

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 %
SOADOR
101
State of Alaska Department of Revenue
Alaska
$2.31M 40,612 -380 -0.9%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$2.24M 39,461 +3,283 +9%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$2.23M 39,353 +19,910 +102%
IMRF
104
Illinois Municipal Retirement Fund
Illinois
$2.23M 39,327 +3,217 +9%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$2.12M 37,425 -4,643 -11%
AIG
106
American International Group
New York
$2.05M 36,040 -320 -0.9%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$2.03M 35,766 +2,428 +7%
Man Group
108
Man Group
United Kingdom
$2M 35,275 +2,752 +8%
ERIC
109
Eagle Rock Investment Company
Georgia
$1.98M 34,888 – –
MIM
110
MetLife Investment Management
New Jersey
$1.96M 34,519 -750 -2%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$1.95M 34,388 -187 -0.5%
OAM
112
Oppenheimer Asset Management
New York
$1.95M 34,310 -12,053 -26%
M&T Bank
113
M&T Bank
New York
$1.92M 33,845 +7,032 +26%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$1.91M 33,669 +1 +0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
115
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.88M 33,100 +33,100 New
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$1.87M 33,000 -400 -1%
VCA
117
Verdence Capital Advisors
Maryland
$1.85M 32,518 -536 -2%
HWAM
118
Hennion & Walsh Asset Management
New Jersey
$1.8M 31,698 -2,051 -6%
YCM
119
Yousif Capital Management
Michigan
$1.74M 30,600 -3,350 -10%
SWA
120
Strata Wealth Advisors
Texas
$1.71M 30,143 -21,907 -42%
PP
121
PDT Partners
New York
$1.61M 28,331 -55 -0.2%
AIMCA
122
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.57M 27,729 -9,771 -26%
QT
123
Quantbot Technologies
New York
$1.57M 27,614 +27,614 New
American Century Companies
124
American Century Companies
Missouri
$1.56M 27,414 -2,653 -9%
GF
125
Gabelli Funds
New York
$1.51M 26,550 – –
3 4
5
6 7