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Moelis & Co
MC

Overview Fund Activity

259 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
75
Closed
33
Calls
$3.28M
Puts
$2.58M
Net Calls
+$707K
Net Calls Change
+$418K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$218M
2
Vanguard Group
Vanguard Group
Pennsylvania
$352M
3
State Street
State Street
Massachusetts
$109M
4
BlackRock
BlackRock
New York
$283M
5
TAM
Timucuan Asset Management
Florida
$139M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.8M
2
WA
Wasatch Advisors
Utah
$193M
3
Norges Bank
Norges Bank
Norway
$19.9M
4
EA
Emerald Advisers
Pennsylvania
$20.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
176
D.A. Davidson & Co
Montana
$302K – – –
PFA
177
Peak Financial Advisors
Colorado
$294K +$5.53K +122 +2%
KWM
178
Kolinsky Wealth Management
New Jersey
$279K +$18.2K +394 +7%
CIA
179
Capital Impact Advisors
Massachusetts
$276K -$80.7K -1,780 -23%
Allianz Asset Management
180
Allianz Asset Management
Germany
$274K +$274K +6,035 New
RCA
181
Riverview Capital Advisers
Massachusetts
$271K – – –
CC
182
Centiva Capital
New York
$263K +$263K +5,805 New
CIAS
183
Capital Investment Advisory Services
North Carolina
$261K +$272 +6 +0.1%
ORC
184
O'Rourke & Company
Massachusetts
$255K +$16.9K +373 +7%
AIP
185
Ameritas Investment Partners
Nebraska
$250K +$19K +420 +8%
AT
186
Arden Trust
Delaware
$246K +$246K +5,426 New
Truist Financial
187
Truist Financial
North Carolina
$245K +$8.61K +190 +4%
JFG
188
Jefferies Financial Group
New York
$245K +$245K +5,405 New
M&T Bank
189
M&T Bank
New York
$243K +$243K +5,373 New
RJT
190
Raymond James Trust
Florida
$243K +$243K +5,377 New
SAM
191
Shell Asset Management
Netherlands
$231K -$1.32K -29 -0.6%
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
$229K -$286K -6,298 -55%
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$225K +$225K +4,970 New
RJFSA
194
Raymond James Financial Services Advisors
Florida
$222K +$222K +4,893 New
TSS
195
Two Sigma Securities
New York
$220K +$220K +4,844 New
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$219K -$103K -2,276 -32%
KBC Group
197
KBC Group
Belgium
$218K +$218K +4,799 New
SCA
198
Snowden Capital Advisors
New York
$216K +$216K +4,771 New
FRM
199
Fox Run Management
Connecticut
$215K +$215K +4,750 New
IWC
200
Integrated Wealth Concepts
Massachusetts
$213K +$213K +4,689 New
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