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Moelis & Co

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

23% less capital invested

Capital invested by funds: $3.6B → $2.78B (-$820M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

50% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 56

Holders
282
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
$2.43M
Puts
$972K
Net Calls
Net Calls Change

Top Buyers

1 +$37.1M
2 +$21.5M
3 +$21.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$20.1M
5
WHG
Westwood Holdings Group
Texas
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$633K
152
$626K
153
$623K
154
$596K
155
$590K
156
$590K
157
$585K
158
$552K
159
$538K
160
$537K
161
$531K
162
$524K
163
$508K
164
$507K
165
$476K
166
$471K
167
$458K
168
$457K
169
$450K
170
$438K
171
$438K
172
$433K
173
$417K
174
$413K
175
$413K