We are live on ! Find out more
MC icon

Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
101
First National Bank of Omaha
Nebraska
$3.04M -$43.1K -668 -1%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$2.91M +$670K +10,377 +32%
OAM
103
Oppenheimer Asset Management
New York
$2.9M -$575K -8,912 -17%
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$2.86M +$131K +2,030 +5%
CF
105
Corebridge Financial
Texas
$2.78M -$27.6K -428 -1%
SOADOR
106
State of Alaska Department of Revenue
Alaska
$2.75M -$74.4K -1,153 -3%
MIM
107
MetLife Investment Management
New Jersey
$2.72M -$63.4K -982 -2%
Pathstone Holdings
108
Pathstone Holdings
New Jersey
$2.72M -$478K -7,409 -16%
IMRF
109
Illinois Municipal Retirement Fund
Illinois
$2.66M +$1.29K +20 +0.1%
Mirae Asset Global ETFs Holdings
110
Mirae Asset Global ETFs Holdings
Hong Kong
$2.65M +$290K +4,490 +13%
ERIC
111
Eagle Rock Investment Company
Georgia
$2.64M
DAS
112
Diversify Advisory Services
Utah
$2.63M -$658K -10,196 -21%
BCI
113
Brinker Capital Investments
Pennsylvania
$2.61M -$144K -2,224 -6%
OPS
114
Orion Portfolio Solutions
Nebraska
$2.61M -$144K -2,224 -6%
Allianz Asset Management
115
Allianz Asset Management
Germany
$2.55M -$1.91M -29,610 -44%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$2.47M -$139K -2,154 -6%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$2.33M -$90.4K -1,400 -4%
VCA
118
Verdence Capital Advisors
Maryland
$2.31M -$220K -3,407 -9%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$2.28M
M&T Bank
120
M&T Bank
New York
$2.15M -$34.7K -537 -2%
EF
121
Empowered Funds
Pennsylvania
$2.09M +$110K +1,706 +6%
SEC
122
Seven Eight Capital
New York
$2.07M +$1.95M +30,265 New
MIM
123
Monashee Investment Management
Massachusetts
$2.06M +$1.94M +30,000 New
DWM
124
Diversify Wealth Management
Utah
$2.03M +$198K +3,062 +11%
State of New Jersey Common Pension Fund D
125
State of New Jersey Common Pension Fund D
New Jersey
$2.01M -$265K -4,102 -12%