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Moelis & Co

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 307293 (-14)

5.73% less ownership

Funds ownership: 108.97%103.23% (-5.7%)

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

Holders
293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.88M
Puts
$1.5M
Net Calls
Net Calls Change

Top Buyers

1 +$25.8M
2 +$21.8M
3 +$20.3M
4
Ameriprise
Ameriprise
Minnesota
+$12.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M

Top Sellers

1 -$35.6M
2 -$29.8M
3 -$14.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$13.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$417K
177
$409K
178
$406K
179
$401K
180
$394K
181
$384K
182
$383K
183
$382K
184
$369K
185
$363K
186
$357K
187
$352K
188
$346K
189
$345K
190
$343K
191
$343K
192
$342K
193
$340K
194
$336K
195
$334K
196
$328K
197
$317K
198
$287K
199
$262K
200
$262K