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Moelis & Co

272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
JF
151
Jump Financial
Illinois
$620K +$620K +10,900 New
RE
152
RBC Europe
United Kingdom
$583K
Voloridge Investment Management
153
Voloridge Investment Management
Florida
$583K +$583K +10,253 New
AB
154
Amalgamated Bank
New York
$581K +$153K +2,695 +36%
PFA
155
Peak Financial Advisors
Colorado
$558K +$558K +9,805 New
NA
156
NewEdge Advisors
Louisiana
$553K +$553K +9,720 New
BAM
157
Blueshift Asset Management
New Jersey
$520K +$520K +9,145 New
DCM
158
Dupont Capital Management
Delaware
$506K
ECM
159
ExodusPoint Capital Management
New York
$492K -$499K -8,771 -50%
Verition Fund Management
160
Verition Fund Management
Connecticut
$490K +$270K +4,747 +123%
CM
161
Caption Management
Oklahoma
$447K +$447K +7,852 New
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$435K
IA
163
IndexIQ Advisors
New York
$435K +$22.2K +390 +5%
P
164
Pitcairn
Pennsylvania
$426K -$30.7K -540 -7%
US Bancorp
165
US Bancorp
Minnesota
$410K -$42.2K -743 -9%
Skandinaviska Enskilda Banken (SEB)
166
Skandinaviska Enskilda Banken (SEB)
Sweden
$410K
CWP
167
Curated Wealth Partners
California
$410K
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$407K +$61.7K +1,085 +18%
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$393K -$235K -4,132 -37%
XT
170
XTX Topco
Cayman Islands
$365K +$140K +2,464 +62%
Osaic Holdings
171
Osaic Holdings
Arizona
$347K -$73.3K -1,286 -17%
NGA
172
Naples Global Advisors
Florida
$346K +$53K +930 +18%
State of Wisconsin Investment Board
173
State of Wisconsin Investment Board
Wisconsin
$341K
AA
174
ALPS Advisors
Colorado
$341K
GWM
175
Geneos Wealth Management
Colorado
$337K