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Moelis & Co

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

3.77% less ownership

Funds ownership: 113.64%109.87% (-3.8%)

17% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 109

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
267
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.6M
Puts
$1.36M
Net Calls
Net Calls Change

Top Sellers

1 -$79.8M
2 -$36.7M
3 -$19.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$17.8M
5
Morgan Stanley
Morgan Stanley
New York
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$687K
152
$668K
153
$627K
154
$582K
155
$570K
156
$557K
157
$543K
158
$540K
159
$531K
160
$530K
161
$528K
162
$523K
163
$522K
164
$509K
165
$487K
166
$483K
167
$483K
168
$459K
169
$443K
170
$434K
171
$425K
172
$416K
173
$408K
174
$394K
175
$385K