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Moelis & Co

292 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, 92 reducing their positions, and 43 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: 307292 (-15)

5.8% less ownership

Funds ownership: 108.97%103.16% (-5.8%)

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

Holders
292
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 +$24.6M
2 +$20.8M
3 +$19.3M
4
Ameriprise
Ameriprise
Minnesota
+$11.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.1M

Top Sellers

1 -$33.9M
2 -$28.3M
3 -$14M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$13.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$1.22M
127
$1.22M
128
$1.18M
129
$1.1M
130
$1.08M
131
$1.07M
132
$1.06M
133
$1.03M
134
$999K
135
$995K
136
$995K
137
$993K
138
$969K
139
$956K
140
$940K
141
$926K
142
$926K
143
$881K
144
$878K
145
$862K
146
$842K
147
$802K
148
$788K
149
$782K
150
$776K