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Moelis & Co

351 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $1.36M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

7% more capital invested

Capital invested by funds: $4.91B → $5.26B (+$345M)

6% more funds holding

Funds holding: 332351 (+19)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 118

1.08% less ownership

Funds ownership: 101.86%100.77% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
351
Holders Change
+19
Holders Change %
+5.72%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
65
Increased
115
Reduced
118
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$3.58M +$25.3K +349 +0.7%
PCM
102
Prana Capital Management
Connecticut
$3.56M +$3.49M +48,201 New
Neuberger Berman Group
103
Neuberger Berman Group
New York
$3.51M +$4.27K +59 +0.1%
FNBOO
104
First National Bank of Omaha
Nebraska
$3.21M -$65.3K -903 -2%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$3.15M +$62.2K +860 +2%
MIM
106
MetLife Investment Management
New Jersey
$3.15M +$206K +2,850 +7%
P
107
&Partners
Tennessee
$3.13M +$2.1M +29,042 +227%
BMSSC
108
B. Metzler seel. Sohn & Co
Germany
$3.07M -$621K -8,579 -17%
Mirae Asset Global ETFs Holdings
109
Mirae Asset Global ETFs Holdings
Hong Kong
$2.97M +$115K +1,584 +4%
SOADOR
110
State of Alaska Department of Revenue
Alaska
$2.96M -$2.68K -37 -0.1%
Two Sigma Advisers
111
Two Sigma Advisers
New York
$2.93M +$1.11M +15,400 +64%
Allianz Asset Management
112
Allianz Asset Management
Germany
$2.91M +$151K +2,092 +6%
OAM
113
Oppenheimer Asset Management
New York
$2.9M -$227K -3,133 -7%
CCP
114
Clough Capital Partners
Massachusetts
$2.88M +$2.82M +38,950 New
IMRF
115
Illinois Municipal Retirement Fund
Illinois
$2.86M -$7.45K -103 -0.3%
ERIC
116
Eagle Rock Investment Company
Georgia
$2.85M -$1.3K -18 -0%
AQR Capital Management
117
AQR Capital Management
Connecticut
$2.83M +$2.77M +38,304 New
EP
118
Edgestream Partners
New Jersey
$2.78M +$2.73M +37,683 New
CF
119
Corebridge Financial
Texas
$2.78M -$212K -2,929 -7%
SWM
120
Salvus Wealth Management
New Jersey
$2.7M -$801K -11,068 -23%
Pathstone Holdings
121
Pathstone Holdings
New Jersey
$2.69M -$235K -3,242 -8%
BCI
122
Brinker Capital Investments
Pennsylvania
$2.63M -$179K -2,467 -6%
OPS
123
Orion Portfolio Solutions
Nebraska
$2.63M -$179K -2,467 -6%
Walleye Capital
124
Walleye Capital
New York
$2.61M +$2.48M +34,204 +3,003%
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$2.52M +$7.24K +100 +0.3%