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Moelis & Co

272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
CANY
201
Caxton Associates (New York)
New York
$232K -$331K -5,820 -59%
LGA
202
Lebenthal Global Advisors
New York
$230K +$230K +4,048 New
HCM
203
Hilton Capital Management
New York
$229K +$967 +17 +0.4%
State of Tennessee, Department of Treasury
204
State of Tennessee, Department of Treasury
Tennessee
$229K +$229K +4,025 New
GCP
205
GSA Capital Partners
United Kingdom
$228K +$228K +4,016 New
RJT
206
Raymond James Trust
Florida
$216K +$216K +3,793 New
CIBC World Market
207
CIBC World Market
Ontario, Canada
$214K +$214K +3,757 New
NB
208
Northwest Bancshares
Pennsylvania
$213K +$4.66K +82 +2%
KFP
209
KB Financial Partners
New Jersey
$213K +$213K +3,741 New
CM
210
Capula Management
Cayman Islands
$212K +$212K +3,769 New
BC
211
Bridgefront Capital
Texas
$205K -$148K -2,599 -42%
FC
212
FORA Capital
Florida
$198K +$92K +1,620 +87%
BAM
213
Belpointe Asset Management
Nevada
$197K +$197K +3,470 New
SPIA
214
Steward Partners Investment Advisory
New York
$192K -$45.7K -806 -19%
SQA
215
Simon Quick Advisors
New Jersey
$190K
MC
216
Maverick Capital
Texas
$187K +$132K +2,307 +237%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$168K
FMT
218
First Mercantile Trust
Tennessee
$154K -$64.4K -1,132 -29%
SFO
219
Standard Family Office
South Dakota
$154K +$101K +1,772 +189%
SG Americas Securities
220
SG Americas Securities
New York
$144K -$519K -9,096 -78%
FPS
221
Fieldpoint Private Securities
Connecticut
$134K +$59.1K +973 +79%
TRCT
222
Tower Research Capital (TRC)
New York
$130K -$170K -2,976 -57%
Group One Trading
223
Group One Trading
Illinois
$108K +$6.08K +107 +6%
HWMA
224
Heritage Wealth Management (Arizona)
Arizona
$101K +$38.5K +677 +62%
EW
225
Evoke Wealth
California
$94K