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Moelis & Co
MC

Overview Fund Activity

307 hedge funds and large institutions have $4.12B invested in Moelis & Co in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 26 closing their positions.

Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
93
Reduced
115
Closed
26
Calls
$2.41M
Puts
$1.63M
Net Calls
+$787K
Net Calls Change
-$5K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$87.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
HCL
4
Heard Capital LLC
Illinois
$120M
5
MAM
5
Madison Asset Management
Wisconsin
$91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$19.7M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
P
176
Pitcairn
Pennsylvania
$528K 9,304 +107 +1%
SPIA
177
Steward Partners Investment Advisory
New York
$517K 9,115 -1,043 -10%
PFA
178
Peak Financial Advisors
Colorado
$495K 8,715 +245 +3%
ECM
179
ExodusPoint Capital Management
New York
$489K 8,610 +8,610 New
Mariner
180
Mariner
Kansas
$471K 8,302 +249 +3%
FRM
181
Fox Run Management
Connecticut
$455K 8,013 +8,013 New
MML Investors Services
182
MML Investors Services
Massachusetts
$454K 8,003 +416 +5%
TCM
183
Teza Capital Management
Illinois
$442K 7,778 -10,245 -57%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$434K 7,648 – –
DA
185
Duality Advisers
Florida
$431K 7,594 +3,026 +66%
Jacobs Levy Equity Management
186
Jacobs Levy Equity Management
New Jersey
$429K 7,558 -32,296 -81%
AC
187
Armistice Capital
New York
$429K 7,553 +7,553 New
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$428K 7,543 +5,950 +374%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$414K 7,292 +7,292 New
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$401K 6,989 -5,356 -43%
DADC
191
D.A. Davidson & Co
Montana
$401K 7,056 – –
CIAS
192
Capital Investment Advisory Services
North Carolina
$382K 6,732 +4 +0.1%
AIP
193
Ameritas Investment Partners
Nebraska
$378K 6,667 -253 -4%
BHCM
194
Brevan Howard Capital Management
Jersey
$374K 6,594 +6,594 New
ATC
195
Argent Trust Co
Tennessee
$373K 6,575 +2,730 +71%
I
196
InceptionR
California
$372K 6,561 +6,561 New
AT
197
Arden Trust
Delaware
$360K 6,350 +10 +0.2%
N
198
Natixis
France
$358K 6,300 -9,300 -60%
JWS
199
Juncture Wealth Strategies
Arizona
$358K 6,300 -5,299 -46%
CC
200
Cipher Capital
New York
$357K 6,294 +6,294 New
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8
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