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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
VCA
126
Verdence Capital Advisors
Maryland
$2.48M -$8.25K -114 -0.3%
HCM
127
Hilton Capital Management
New York
$2.46M +$719K +9,940 +42%
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$2.46M
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$2.37M +$1.56M +21,597 +207%
EF
130
Empowered Funds
Pennsylvania
$2.3M +$45K +622 +2%
JF
131
Jump Financial
Illinois
$2.28M +$2.23M +30,822 New
M&T Bank
132
M&T Bank
New York
$2.25M -$64.4K -890 -3%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$2.17M
SWA
134
Strata Wealth Advisors
Texas
$2.11M -$6.22K -86 -0.3%
HWAM
135
Hennion & Walsh Asset Management
New Jersey
$2.06M +$45.3K +626 +2%
YCM
136
Yousif Capital Management
Michigan
$2.02M -$30.1K -416 -2%
TI
137
Tidal Investments
Wisconsin
$1.97M +$568K +7,847 +42%
IIM
138
INTECH Investment Management
Florida
$1.88M +$436K +6,020 +31%
SSA
139
Schonfeld Strategic Advisors
New York
$1.88M +$1.84M +25,414 New
AI
140
Atria Investments
North Carolina
$1.85M -$12.5K -173 -0.7%
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$1.83M +$1.8M +24,842 New
MSRPS
142
Maryland State Retirement & Pension System
Maryland
$1.76M +$724 +10 +0%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$1.69M -$1.42M -19,584 -46%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$1.69M
QT
145
Quantbot Technologies
New York
$1.69M +$1.2M +16,563 +263%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$1.65M -$994K -13,734 -38%
ACM
147
Aquatic Capital Management
Illinois
$1.6M -$82.4K -1,139 -5%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$1.59M
ProShare Advisors
149
ProShare Advisors
Maryland
$1.57M +$475K +6,559 +45%
GF
150
Gabelli Funds
New York
$1.53M -$246K -3,400 -14%