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Moelis & Co

292 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 92 reducing their positions, and 43 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:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 307292 (-15)

5.8% less ownership

Funds ownership: 108.97%103.16% (-5.8%)

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

Holders
292
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
$6.88M
Puts
$1.5M
Net Calls
Net Calls Change

Top Buyers

1 +$24.6M
2 +$20.8M
3 +$19.3M
4
Ameriprise
Ameriprise
Minnesota
+$11.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.1M

Top Sellers

1 -$33.9M
2 -$28.3M
3 -$14M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$13.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$718K
152
$718K
153
$672K
154
$668K
155
$668K
156
$667K
157
$589K
158
$578K
159
$575K
160
$558K
161
$540K
162
$529K
163
$528K
164
$525K
165
$520K
166
$517K
167
$515K
168
$511K
169
$497K
170
$485K
171
$481K
172
$479K
173
$461K
174
$435K
175
$417K