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Moelis & Co

259 hedge funds and large institutions have $2.42B invested in Moelis & Co in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
102
Reduced
85
Closed
52
Calls
$2.02M
Puts
$4.62M
Net Calls
-$2.6M
Net Calls Change
-$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
HW
176
Hancock Whitney
Mississippi
$285K -$10.7K -271 -4%
P
177
Pitcairn
Pennsylvania
$281K -$9.87K -251 -3%
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
$272K -$379K -9,642 -58%
CWP
179
Curated Wealth Partners
California
$268K -$15.8K -401 -6%
MML Investors Services
180
MML Investors Services
Massachusetts
$264K +$30.2K +767 +13%
BCM
181
BTC Capital Management
Iowa
$257K -$12.5K -311 -5%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$251K -$43.8K -1,111 -15%
CIAS
183
Capital Investment Advisory Services
North Carolina
$250K +$45.5K +1,155 +22%
CPIG
184
Chicago Partners Investment Group
Illinois
$250K +$250K +5,368 New
DADC
185
D.A. Davidson & Co
Montana
$246K +$66K +1,681 +37%
SPIA
186
Steward Partners Investment Advisory
New York
$238K -$5.74K -146 -2%
RCA
187
Riverview Capital Advisers
Massachusetts
$235K
Prudential Financial
188
Prudential Financial
New Jersey
$232K +$8.37K +210 +4%
VPIM
189
Vanguard Personalized Indexing Management
California
$231K +$231K +5,865 New
MAM
190
Meeder Asset Management
Ohio
$229K -$154K -3,904 -40%
SCA
191
Snowden Capital Advisors
New York
$229K +$4.99K +127 +2%
HWMA
192
Heritage Wealth Management (Arizona)
Arizona
$229K +$50.4K +1,282 +28%
JG
193
Jefferies Group
New York
$226K +$226K +5,754 New
CF
194
Cantor Fitzgerald
New York
$225K +$225K +5,725 New
CANY
195
Caxton Associates (New York)
New York
$217K -$671K -17,070 -76%
New York State Teachers Retirement System (NYSTRS)
196
New York State Teachers Retirement System (NYSTRS)
New York
$212K
ORC
197
O'Rourke & Company
Massachusetts
$205K +$25.4K +646 +14%
DCM
198
DGS Capital Management
New Jersey
$204K +$204K +5,186 New
AIP
199
Ameritas Investment Partners
Nebraska
$188K
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$184K -$33K -844 -15%