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Moelis & Co

205 hedge funds and large institutions have $2.31B invested in Moelis & Co in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
77
Reduced
63
Closed
23
Calls
$6.39M
Puts
$3.68M
Net Calls
+$2.71M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
JA
176
JOYN Advisors
Georgia
$32K -$20K -340 -38%
EWM
177
Edge Wealth Management
New York
$29K
IA
178
IFP Advisors
Florida
$24K -$6.44K -110 -21%
RCAG
179
Rehmann Capital Advisory Group
Michigan
$23.9K
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$21K +$21K +366 New
RFA
181
Reilly Financial Advisors
California
$19K
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$19K +$16.1K +278 +556%
MBT
183
Monroe Bank & Trust
Michigan
$17K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$14K
CTC
185
Central Trust Company
Missouri
$14K +$14K +245 New
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$13K
Loomis, Sayles & Company
187
Loomis, Sayles & Company
Massachusetts
$9K -$865 -15 -9%
QI
188
QS Investors
New York
$9K
FHA
189
First Horizon Advisors
Tennessee
$9K +$9K +160 New
LF
190
Lee Financial
Texas
$8K
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$7K
SMFS
192
Squar Milner Financial Services
California
$7K +$7K +126 New
CCA
193
Catalyst Capital Advisors
New York
$6K +$1.55K +25 +35%
AWM
194
AllSquare Wealth Management
New York
$6K +$6K +100 New
APA
195
American Portfolios Advisors
New York
$5.87K +$5.87K +100 New
Parallax Volatility Advisers
196
Parallax Volatility Advisers
California
$4K
FHA
197
Flagship Harbor Advisors
Massachusetts
$3K +$3K +62 New
PMFA
198
Plante Moran Financial Advisors
Michigan
$2K
AFNAS
199
American Financial Network Advisory Services
California
$1.21K +$13 +3 +1%
BFEC
200
Benjamin F. Edwards & Company
Missouri
$1K