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Moelis & Co

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

23% less capital invested

Capital invested by funds: $3.6B → $2.78B (-$820M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

50% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 56

Holders
282
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
$2.43M
Puts
$972K
Net Calls
Net Calls Change

Top Buyers

1 +$37.1M
2 +$21.5M
3 +$21.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$20.1M
5
WHG
Westwood Holdings Group
Texas
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$997K
127
$988K
128
$983K
129
$946K
130
$946K
131
$944K
132
$937K
133
$918K
134
$884K
135
$872K
136
$867K
137
$850K
138
$846K
139
$830K
140
$827K
141
$814K
142
$777K
143
$774K
144
$764K
145
$742K
146
$737K
147
$695K
148
$681K
149
$677K
150
$653K