We are live on
!
Find out more
Moelis & Co
190 hedge funds and large institutions have $1.83B invested in Moelis & Co in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
134% more call options, than puts
Call options by funds: $3.48M | Put options by funds: $1.49M
107% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 42
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
26% more capital invested
Capital invested by funds: $1.46B → $1.83B (+$375M)
12.5% more ownership
Funds ownership: 97.7% → 110.2% (+12%)
9% more funds holding
Funds holding: 174 → 190 (+16)
Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
3.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
87
Reduced
42
Closed
21
Calls
$3.48M
Puts
$1.49M
Net Calls
+$1.99M
Net Calls Change
+$1.82M
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
201
Panagora Asset Management
Boston,
Massachusetts
| – | -$9K | -316 | Closed |
|
|
SF
202
Synovus Financial
Columbus,
Georgia
| – | -$5K | -211 | Closed |
|
|
QI
203
QS Investors
New York
| – | -$5K | -161 | Closed |
|
|
HPC
204
HM Payson & Co
Portland,
Maine
| – | -$4K | -143 | Closed |
|
205
Group One Trading
Chicago,
Illinois
| – | -$1.85K | -59 | Closed |
|
|
NFG
206
Next Financial Group
Houston,
Texas
| – | -$1K | -38 | Closed |
|
|
S
207
SignatureFD
Atlanta,
Georgia
| – | -$1K | -31 | Closed |
|
|
GWS
208
Glassman Wealth Services
Vienna,
Virginia
| – | -$251 | -8 | -73% |
|
|
BCA
209
Berman Capital Advisors
Atlanta,
Georgia
| – | +$690 | +22 | New |
|