MC icon

Moelis & Co

213 hedge funds and large institutions have $2.36B invested in Moelis & Co in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
90
Reduced
63
Closed
23
Calls
$7.16M
Puts
$9.07M
Net Calls
-$1.91M
Net Calls Change
-$4.62M
Name Holding Trade Value Shares
Change
Shares
Change %
WSTAM
176
Wilbanks Smith & Thomas Asset Management
Virginia
$135K -$128K -2,340 -49%
QT
177
Quantbot Technologies
New York
$133K -$195K -3,580 -59%
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$120K +$19.3K +354 +19%
CSS
179
Cubist Systematic Strategies
Connecticut
$116K +$116K +2,111 New
PHK
180
Point72 Hong Kong
Hong Kong
$71K +$71K +1,292 New
AssetMark Inc
181
AssetMark Inc
California
$70K +$2.47K +45 +4%
SQA
182
Simon Quick Advisors
New Jersey
$68K -$34.5K -629 -34%
CBT
183
Capital Bank & Trust
California
$39K +$39K +714 New
MAM
184
Meeder Asset Management
Ohio
$37K -$93.9K -1,696 -72%
CGT
185
Capital Guardian Trust
California
$35K +$35K +646 New
JA
186
JOYN Advisors
Georgia
$30K
RCAG
187
Rehmann Capital Advisory Group
Michigan
$22.3K
IA
188
IFP Advisors
Florida
$22K
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$21K +$2.68K +48 +15%
RFA
190
Reilly Financial Advisors
California
$18K
CCMW
191
Cypress Capital Management (Wyoming)
Wyoming
$16K -$846K -15,855 -98%
ASN
192
Advisory Services Network
Georgia
$16K -$68.7K -1,288 -81%
TRCT
193
Tower Research Capital (TRC)
New York
$16K +$16K +284 New
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$14K -$6.75K -119 -33%
CTC
195
Central Trust Company
Missouri
$13K
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$12K -$45.3K -800 -79%
Macquarie Group
197
Macquarie Group
Australia
$11K -$154K -2,800 -93%
EWM
198
Edge Wealth Management
New York
$11K -$16.5K -300 -60%
QI
199
QS Investors
New York
$9K
FHA
200
First Horizon Advisors
Tennessee
$9K +$273 +5 +3%