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Moelis & Co
MC

Overview Fund Activity

307 hedge funds and large institutions have $4.12B invested in Moelis & Co in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 26 closing their positions.

Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
93
Reduced
115
Closed
26
Calls
$2.41M
Puts
$1.63M
Net Calls
+$787K
Net Calls Change
-$5K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$87.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
HCL
4
Heard Capital LLC
Illinois
$120M
5
MAM
5
Madison Asset Management
Wisconsin
$91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$19.7M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CNAM
151
Campbell Newman Asset Management
Wisconsin
$921K 16,219 +392 +2%
HA
152
Harbor Advisors
Florida
$840K 14,800 – –
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$817K 14,397 +11 +0.1%
UM
154
UniSuper Management
Australia
$801K 14,103 +14,103 New
Tudor Investment Corp
155
Tudor Investment Corp
Connecticut
$790K 13,924 +13,924 New
SIA
156
SkyView Investment Advisors
New Jersey
$776K 13,678 +13,678 New
Cerity Partners
157
Cerity Partners
New York
$770K 13,555 +8,046 +146%
ProShare Advisors
158
ProShare Advisors
Maryland
$765K 13,469 +926 +7%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$761K 13,409 -928 -6%
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$734K 12,933 -2,281 -15%
EP
161
Edgestream Partners
New Jersey
$719K 12,660 +12,660 New
FHB
162
First Hawaiian Bank
Hawaii
$717K 12,626 – –
Millennium Management
163
Millennium Management
New York
$704K 12,397 -13,276 -52%
OAC
164
OMERS Administration Corp
Ontario, Canada
$670K 11,800 +11,800 New
QPW
165
Quantum Private Wealth
Florida
$667K 11,752 – –
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$667K 11,751 – –
AIM
167
Ausbil Investment Management
Australia
$647K 11,526 -2,726 -19%
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$628K 11,067 +790 +8%
OIA
169
OneDigital Investment Advisors
Kansas
$607K 10,695 +258 +2%
US Bancorp
170
US Bancorp
Minnesota
$606K 10,676 -555 -5%
NGA
171
Naples Global Advisors
Florida
$559K 9,846 -1,325 -12%
WB
172
WesBanco Bank
West Virginia
$557K 9,809 +9,809 New
AWM
173
Apollon Wealth Management
South Carolina
$547K 9,637 -299 -3%
State Board of Administration of Florida Retirement System
174
State Board of Administration of Florida Retirement System
Florida
$540K 14,043 -5,040 -26%
Pictet Asset Management
175
Pictet Asset Management
Switzerland
$536K 9,433 +1,809 +24%
5 6
7
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