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Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
151
Russell Investments Group
United Kingdom
$1.28M +$68K +1,053 +6%
N
152
Natixis
France
$1.27M +$1.19M +18,500 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$1.25M +$47.1K +730 +4%
New York State Teachers Retirement System (NYSTRS)
154
New York State Teachers Retirement System (NYSTRS)
New York
$1.18M -$19.4K -300 -2%
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$1.14M +$303K +4,689 +40%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$1.13M -$32.3K -500 -3%
ANTB
157
AMG National Trust Bank
Colorado
$1.12M -$644K -9,982 -38%
CNAM
158
Campbell Newman Asset Management
Wisconsin
$1.1M -$16K -248 -2%
WAM
159
Weiss Asset Management
Massachusetts
$1.09M +$1.03M +15,966 New
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$1.06M
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M -$7.75K -120 -0.8%
CCM
162
Cinctive Capital Management
New York
$1.03M -$4.45M -68,976 -82%
HA
163
Harbor Advisors
Florida
$1.01M
ProShare Advisors
164
ProShare Advisors
Maryland
$1.01M +$283K +4,380 +42%
SIA
165
SkyView Investment Advisors
New Jersey
$971K +$19.4K +300 +2%
Cerity Partners
166
Cerity Partners
New York
$949K +$505K +7,819 +130%
OIA
167
OneDigital Investment Advisors
Kansas
$946K +$11.1K +172 +1%
XT
168
XTX Topco
Cayman Islands
$941K -$180K -2,788 -17%
SA
169
Sanctuary Advisors
Indiana
$917K +$159K +2,463 +25%
TC
170
TwinBeech Capital
New York
$911K +$858K +13,292 New
P
171
&Partners
Tennessee
$877K +$238K +3,685 +40%
OFG
172
OmniStar Financial Group
North Carolina
$869K +$817K +12,652 New
FHB
173
First Hawaiian Bank
Hawaii
$865K
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$840K +$519K +8,040 +190%
Los Angeles Capital Management
175
Los Angeles Capital Management
California
$839K +$206K +3,190 +35%