MC icon

Moelis & Co
MC

Overview Fund Activity

244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
98
Reduced
83
Closed
21
Calls
$1.88M
Puts
$1.59M
Net Calls
+$289K
Net Calls Change
-$106K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$53.1M
3
MAM
3
Madison Asset Management
Wisconsin
$50M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$18.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$36.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$95.1M
3
WHG
3
Westwood Holdings Group
Texas
$53.9M
4
BlackRock
4
BlackRock
New York
$206M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$238K +$12.8K +332 +6%
RCA
177
Riverview Capital Advisers
Massachusetts
$230K – – –
VPIM
178
Vanguard Personalized Indexing Management
California
$228K -$33.1K -861 -13%
CIAS
179
Capital Investment Advisory Services
North Carolina
$221K +$231 +6 +0.1%
KWM
180
Kolinsky Wealth Management
New Jersey
$216K +$576 +15 +0.3%
WG
181
Winton Group
United Kingdom
$202K +$202K +5,265 New
ORC
182
O'Rourke & Company
Massachusetts
$202K -$7.31K -190 -3%
Truist Financial
183
Truist Financial
North Carolina
$201K +$201K +5,221 New
SAM
184
Shell Asset Management
Netherlands
$197K -$692 -18 -0.3%
AIP
185
Ameritas Investment Partners
Nebraska
$196K – – –
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$130K -$19.6K -511 -13%
Citigroup
187
Citigroup
New York
$106K -$59.7K -1,553 -36%
C
188
Covestor
United Kingdom
$81K -$12.7K -333 -14%
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$73.3K -$8.88K -231 -11%
BAM
190
Belpointe Asset Management
Nevada
$66.4K -$2.81K -73 -4%
S
191
SignatureFD
Georgia
$53.2K -$14.3K -371 -21%
TRCT
192
Tower Research Capital (TRC)
New York
$53K +$42K +1,091 +380%
Bessemer Group
193
Bessemer Group
New Jersey
$53K +$53K +1,379 New
TWM
194
Tradition Wealth Management
Minnesota
$47K +$736 +19 +2%
FHA
195
First Horizon Advisors
Tennessee
$42.2K – – –
HPC
196
HM Payson & Co
Maine
$35.8K +$35.8K +931 New
UB
197
UMB Bank
Missouri
$33.6K – – –
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$33K -$1.02M -26,655 -97%
Simplex Trading
199
Simplex Trading
Illinois
$32K +$32K +838 New
EWA
200
EverSource Wealth Advisors
Alabama
$31.4K -$8.76K -228 -22%
6 7
8
9 10