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Moelis & Co
MC

Overview Fund Activity

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.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
116
Reduced
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$40.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$22.4M
4
Ameriprise
4
Ameriprise
Minnesota
$99.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$83.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
WHG
2
Westwood Holdings Group
Texas
$33.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$345K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$80.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
176
Teza Capital Management
Illinois
$417K 7,336 -442 -6%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$409K 7,181 +192 +3%
ATC
178
Argent Trust Co
Tennessee
$406K 7,145 +570 +9%
DADC
179
D.A. Davidson & Co
Montana
$401K 7,056 – –
AIP
180
Ameritas Investment Partners
Nebraska
$394K 6,924 +257 +4%
MML Investors Services
181
MML Investors Services
Massachusetts
$384K 6,758 -1,245 -16%
CIAS
182
Capital Investment Advisory Services
North Carolina
$383K 6,738 +6 +0.1%
AG
183
Algert Global
California
$382K 6,711 +6,711 New
FNA
184
First National Advisers
Nebraska
$369K 6,489 +589 +10%
VPIM
185
Vanguard Personalized Indexing Management
California
$363K 6,390 +193 +3%
AT
186
Arden Trust
Delaware
$357K 6,274 -76 -1%
ORC
187
O'Rourke & Company
Massachusetts
$352K 6,195 +14 +0.2%
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$346K 6,084 -1,208 -17%
Balyasny Asset Management
189
Balyasny Asset Management
Illinois
$345K 6,061 -258,555 -98%
KWM
190
Kolinsky Wealth Management
New Jersey
$343K 6,040 +6 +0.1%
Cerity Partners
191
Cerity Partners
New York
$343K 6,026 -7,529 -56%
SG Americas Securities
192
SG Americas Securities
New York
$342K 6,007 +1,804 +43%
RCA
193
Riverview Capital Advisers
Massachusetts
$340K 5,980 – –
D.E. Shaw & Co
194
D.E. Shaw & Co
New York
$336K 5,910 +5,910 New
Creative Planning
195
Creative Planning
Kansas
$334K 5,872 -355 -6%
Truist Financial
196
Truist Financial
North Carolina
$328K 5,760 -200 -3%
CA
197
Clearstead Advisors
Ohio
$317K 5,570 +5,570 New
PAG
198
Private Advisor Group
New Jersey
$287K 5,050 +435 +9%
EH
199
Equitable Holdings
New York
$262K 4,600 – –
SO
200
STRS Ohio
Ohio
$262K 4,600 +1,600 +53%
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8
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