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Moelis & Co

351 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $1.36M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

7% more capital invested

Capital invested by funds: $4.91B → $5.26B (+$345M)

6% more funds holding

Funds holding: 332351 (+19)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 118

1.08% less ownership

Funds ownership: 101.86%100.77% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
351
Holders Change
+19
Holders Change %
+5.72%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
65
Increased
115
Reduced
118
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$1.52M +$1.45K +20 +0.1%
ASRS
152
Arizona State Retirement System
Arizona
$1.51M +$11.8K +163 +0.8%
Mackenzie Financial
153
Mackenzie Financial
Ontario, Canada
$1.47M +$557K +7,697 +63%
CFO
154
Callan Family Office
Pennsylvania
$1.46M +$1.21M +16,759 +550%
TC
155
TownSquare Capital
Utah
$1.44M -$296K -4,090 -17%
Canada Pension Plan Investment Board
156
Canada Pension Plan Investment Board
Ontario, Canada
$1.44M +$1.41M +19,500 New
State Board of Administration of Florida Retirement System
157
State Board of Administration of Florida Retirement System
Florida
$1.41M
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$1.4M +$248K +3,432 +22%
HCA
159
Harbor Capital Advisors
Illinois
$1.4M -$151K -2,085 -10%
TPI
160
Trust Point Inc
Wisconsin
$1.32M -$85K -1,175 -6%
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$1.31M +$92.5K +1,278 +8%
Russell Investments Group
162
Russell Investments Group
United Kingdom
$1.28M -$95.2K -1,316 -7%
New York State Teachers Retirement System (NYSTRS)
163
New York State Teachers Retirement System (NYSTRS)
New York
$1.27M
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$1.23M +$4.78K +66 +0.4%
CNAM
165
Campbell Newman Asset Management
Wisconsin
$1.18M -$3.11K -43 -0.3%
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$1.18M +$304K +4,200 +36%
SO
167
STRS Ohio
Ohio
$1.17M +$709K +9,800 +163%
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$1.16M -$256K -3,532 -18%
PFSRSONJ
169
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.14M +$1.12M +15,431 New
NERM
170
New England Research & Management
Illinois
$1.13M +$1.1M +15,225 New
COPPSERS
171
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.11M +$2.1K +29 +0.2%
HA
172
Harbor Advisors
Florida
$1.09M
DAS
173
Diversify Advisory Services
Utah
$1.09M -$1.6M -22,077 -59%
KK
174
KLP Kapitalforvaltning
Norway
$1.09M +$1.06M +14,700 New
IQI
175
Integrated Quantitative Investments
Washington
$1.07M +$1.05M +14,500 New