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Moelis & Co

188 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
66
Reduced
64
Closed
31
Calls
$4.15M
Puts
$1.85M
Net Calls
+$2.3M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Trust & Banking
151
Mitsubishi UFJ Trust & Banking
Japan
$138K +$105K +3,300 +321%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$136K +$125K +3,919 +1,129%
AIP
153
Ameritas Investment Partners
Nebraska
$129K
Macquarie Group
154
Macquarie Group
Australia
$124K
LTFS
155
Ladenburg Thalmann Financial Services
Florida
$123K +$17.1K +535 +16%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$98K +$20.7K +647 +27%
SIAS
157
Shine Investment Advisory Services
Colorado
$61K
IA
158
IFP Advisors
Florida
$58K +$3.33K +102 +6%
SO
159
STRS Ohio
Ohio
$47K -$796K -25,400 -94%
Acadian Asset Management
160
Acadian Asset Management
Massachusetts
$46K +$46K +1,434 New
SQA
161
Simon Quick Advisors
New Jersey
$40K
MAM
162
Meeder Asset Management
Ohio
$33K -$915 -29 -3%
FCA
163
FinTrust Capital Advisors
South Carolina
$32K +$473 +15 +2%
Group One Trading
164
Group One Trading
Illinois
$22K +$22K +700 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$13K
HIM
166
Hillsdale Investment Management
Ontario, Canada
$13K +$13K +400 New
FHA
167
First Horizon Advisors
Tennessee
$12K +$12K +380 New
RFA
168
Reilly Financial Advisors
California
$10K
APA
169
American Portfolios Advisors
New York
$6.38K
PCG
170
Private Capital Group
Connecticut
$6K -$2.76K -99 -32%
EWM
171
Edge Wealth Management
New York
$6K
QI
172
QS Investors
New York
$6K
SF
173
Synovus Financial
Georgia
$4K -$33K -1,040 -89%
CFN
174
Cordasco Financial Network
Florida
$4K
LWM
175
Liberty Wealth Management
California
$4K +$4K +112 New