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Moelis & Co

259 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
75
Closed
33
Calls
$3.28M
Puts
$2.58M
Net Calls
+$707K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
151
SkyView Investment Advisors
New Jersey
$527K -$98.3K -2,166 -16%
PI
152
PEAK6 Investments
Illinois
$516K +$516K +11,382 New
NGA
153
Naples Global Advisors
Florida
$511K -$71.2K -1,570 -12%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$485K -$374K -8,249 -44%
KFP
155
KB Financial Partners
New Jersey
$481K -$90.9K -2,004 -16%
OIA
156
OneDigital Investment Advisors
Kansas
$481K -$91.2K -2,012 -16%
ProShare Advisors
157
ProShare Advisors
Maryland
$473K +$133K +2,930 +39%
AAM
158
Advisors Asset Management
Colorado
$464K -$2.33M -51,290 -83%
CWP
159
Curated Wealth Partners
California
$445K
WB
160
WesBanco Bank
West Virginia
$444K
US Bancorp
161
US Bancorp
Minnesota
$431K -$259K -5,709 -37%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$426K +$54.1K +1,194 +15%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$425K -$24.3K -536 -5%
TCM
164
Teza Capital Management
Illinois
$420K +$420K +9,261 New
SPIA
165
Steward Partners Investment Advisory
New York
$415K -$40.4K -892 -9%
P
166
Pitcairn
Pennsylvania
$411K -$19.6K -432 -5%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$389K -$112K -2,462 -22%
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$347K
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$345K +$345K +7,530 New
MML Investors Services
170
MML Investors Services
Massachusetts
$338K +$20.9K +461 +7%
DWM
171
Drive Wealth Management
Utah
$329K -$46.4K -1,023 -12%
Mariner
172
Mariner
Kansas
$327K -$28.3K -624 -8%
API
173
Advisor Partners II
California
$314K +$314K +6,920 New
PAMS
174
Pictet Asset Management (Switzerland)
Switzerland
$313K
Creative Planning
175
Creative Planning
Kansas
$307K +$307K +6,771 New