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Moelis & Co

293 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, 93 reducing their positions, and 42 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: 307293 (-14)

5.73% less ownership

Funds ownership: 108.97%103.23% (-5.7%)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

Holders
293
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 +$25.8M
2 +$21.8M
3 +$20.3M
4
Ameriprise
Ameriprise
Minnesota
+$12.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M

Top Sellers

1 -$35.6M
2 -$29.8M
3 -$14.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$13.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$2.21M
102
$2.19M
103
$2.17M
104
$2.11M
105
$2.01M
106
$1.94M
107
$1.9M
108
$1.89M
109
$1.89M
110
$1.87M
111
$1.83M
112
$1.81M
113
$1.7M
114
$1.67M
115
$1.64M
116
$1.63M
117
$1.59M
118
$1.53M
119
$1.52M
120
$1.51M
121
$1.49M
122
$1.39M
123
$1.37M
124
$1.35M
125
$1.32M