MC icon

Moelis & Co

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
176
Kolinsky Wealth Management
New Jersey
$215K +$215K +5,610 New
ORC
177
O'Rourke & Company
Massachusetts
$209K +$209K +5,438 New
MAM
178
Martingale Asset Management
Massachusetts
$204K -$185K -4,812 -48%
SAM
179
Shell Asset Management
Netherlands
$197K -$41.9K -1,093 -18%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$192K +$191 +5 +0.1%
Citigroup
181
Citigroup
New York
$166K -$22.8K -594 -12%
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$149K
GMA
183
Glassy Mountain Advisors
Maryland
$115K +$115K +3,000 New
C
184
Covestor
United Kingdom
$94K -$34.4K -898 -27%
Citadel Advisors
185
Citadel Advisors
Florida
$92.2K -$4.44M -115,740 -98%
Allspring Global Investments
186
Allspring Global Investments
North Carolina
$82K -$1.8K -47 -2%
BAM
187
Belpointe Asset Management
Nevada
$69.1K +$69.1K +1,800 New
S
188
SignatureFD
Georgia
$67.3K +$18.8K +489 +39%
TWM
189
Tradition Wealth Management
Minnesota
$46K
FHA
190
First Horizon Advisors
Tennessee
$42.2K +$1.92K +50 +5%
EWA
191
EverSource Wealth Advisors
Alabama
$40.1K -$44.7K -1,165 -53%
ETC
192
Exchange Traded Concepts
Oklahoma
$39.5K -$2.3K -60 -6%
Dimensional Fund Advisors
193
Dimensional Fund Advisors
Texas
$39K -$431 -11,235 -1%
UB
194
UMB Bank
Missouri
$34K -$738 -19 -2%
EBA
195
Eagle Bay Advisors
New York
$30K
QCG
196
Quadrant Capital Group
Ohio
$29.5K +$25.3K +660 +606%
CSB
197
City State Bank
Iowa
$29K
Amundi
198
Amundi
France
$24.8K
PTC
199
Private Trust Company
Ohio
$24K -$508 -13 -2%
AssetMark Inc
200
AssetMark Inc
California
$22.8K +$4.3K +112 +23%