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Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
176
State of Wisconsin Investment Board
Wisconsin
$823K +$12.9K +200 +2%
QPW
177
Quantum Private Wealth
Florida
$805K
Handelsbanken Fonder
178
Handelsbanken Fonder
Sweden
$805K
Verition Fund Management
179
Verition Fund Management
Connecticut
$779K +$734K +11,365 New
CIP
180
Cornerstone Investment Partners
Georgia
$776K -$2.5M -38,687 -77%
US Bancorp
181
US Bancorp
Minnesota
$735K +$146K +2,256 +27%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$716K +$675K +10,458 New
NGA
183
Naples Global Advisors
Florida
$697K
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$692K +$52.6K +815 +9%
ACM
185
Aster Capital Management
United Arab Emirates
$677K +$638K +9,880 New
WB
186
WesBanco Bank
West Virginia
$672K
SPIA
187
Steward Partners Investment Advisory
New York
$667K +$33.4K +517 +6%
P
188
Pitcairn
Pennsylvania
$650K -$44.2K -684 -7%
ECM
189
Everence Capital Management
Indiana
$647K +$113K +1,750 +23%
VF
190
Virtu Financial
New York
$633K +$597K +9,242 New
PI
191
PEAK6 Investments
Illinois
$623K +$500K +7,738 +571%
AWM
192
Apollon Wealth Management
South Carolina
$592K -$54.9K -851 -9%
CWP
193
Curated Wealth Partners
California
$590K -$24.1K -374 -4%
PFA
194
Peak Financial Advisors
Colorado
$582K -$16.3K -252 -3%
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$574K +$251K +3,892 +87%
Mariner
196
Mariner
Kansas
$556K -$67.6K -1,047 -11%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$530K +$32.5K +504 +7%
MML Investors Services
198
MML Investors Services
Massachusetts
$526K +$59.5K +921 +14%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$524K
ATC
200
Argent Trust Co
Tennessee
$508K +$17.8K +275 +4%