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Moelis & Co

174 hedge funds and large institutions have $1.46B invested in Moelis & Co in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 36 closing their positions.

Holders
174
Holders Change
-14
Holders Change %
-7.45%
% of All Funds
3.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
75
Reduced
50
Closed
36
Calls
$2.58M
Puts
$2.4M
Net Calls
+$172K
Net Calls Change
-$2.13M
Name Market Value Shares Shares
Change
Shares
Change %
RFA
151
Reilly Financial Advisors
California
$9K 325
APA
152
American Portfolios Advisors
New York
$6.32K 225 +25 +13%
EWM
153
Edge Wealth Management
New York
$6K 200
QI
154
QS Investors
New York
$5K 161
SF
155
Synovus Financial
Georgia
$5K 211 +85 +67%
CA
156
Clearstead Advisors
Ohio
$5K 165 +165 New
LC
157
Lindbrook Capital
California
$5K 176 +176 New
HPC
158
HM Payson & Co
Maine
$4K 143 -5,953 -98%
CFN
159
Cordasco Financial Network
Florida
$4K 135
AssetMark Inc
160
AssetMark Inc
California
$3K 109 -160,852 -100%
LWM
161
Liberty Wealth Management
California
$3K 120 +8 +7%
TRCT
162
Tower Research Capital (TRC)
New York
$3K 120 +64 +114%
VCM
163
Versant Capital Management
Arizona
$3K 126 +118 +1,475%
GFPC
164
Global Financial Private Capital
Florida
$2K 67 -16,616 -100%
Group One Trading
165
Group One Trading
Illinois
$2K 59 -641 -92%
PMFA
166
Plante Moran Financial Advisors
Michigan
$1K 28
NFG
167
Next Financial Group
Texas
$1K 38
SIS
168
Sound Income Strategies
Florida
$1K 48
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$1K 21 +13 +163%
S
170
SignatureFD
Georgia
$1K 31 +31 New
PA
171
Parallel Advisors
California
$1K 39 +39 New
ECA
172
Endeavour Capital Advisors
Connecticut
-379,261 Closed
WCM Investment Management
173
WCM Investment Management
California
-131,661 Closed
Two Sigma Advisers
174
Two Sigma Advisers
New York
-128,100 Closed
Two Sigma Investments
175
Two Sigma Investments
New York
-120,202 Closed