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Moelis & Co

188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
64
Reduced
61
Closed
28
Calls
$5.62M
Puts
$636K
Net Calls
+$4.98M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
126
M&T Bank
New York
$302K -$7.59K -216 -2%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$295K +$193K +5,502 +191%
AB
128
Amalgamated Bank
New York
$289K -$8.26K -235 -3%
Principal Financial Group
129
Principal Financial Group
Iowa
$280K -$26.3K -750 -9%
ATC
130
Argent Trust Co
Tennessee
$275K
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$269K +$269K +7,648 New
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$268K +$52.7K +1,500 +25%
P
133
Pitcairn
Pennsylvania
$244K +$5.25K +150 +2%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$241K
AG
135
Aperio Group
California
$230K -$227K -6,442 -50%
ProShare Advisors
136
ProShare Advisors
Maryland
$228K -$24.7K -701 -10%
SPIA
137
Steward Partners Investment Advisory
New York
$225K +$20.2K +574 +10%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$207K
BCM
139
BTC Capital Management
Iowa
$206K +$206K +5,895 New
FMT
140
First Mercantile Trust
Tennessee
$177K -$370 -10 -0.2%
AIP
141
Ameritas Investment Partners
Nebraska
$164K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$163K +$110K +3,146 +208%
Mitsubishi UFJ Trust & Banking
143
Mitsubishi UFJ Trust & Banking
Japan
$152K
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$144K -$56.7K -1,545 -28%
GWM
145
Geneos Wealth Management
Colorado
$144K +$13.1K +400 +10%
Canada Life
146
Canada Life
Manitoba, Canada
$127K -$48.8K -1,391 -28%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$103K
SQA
148
Simon Quick Advisors
New Jersey
$96K
SC
149
Solstein Capital
California
$92K +$92K +230 New
SIAS
150
Shine Investment Advisory Services
Colorado
$79K