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Moelis & Co

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

23% less capital invested

Capital invested by funds: $3.6B → $2.78B (-$820M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

50% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 56

Holders
282
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
$2.43M
Puts
$972K
Net Calls
Net Calls Change

Top Buyers

1 +$37.1M
2 +$21.5M
3 +$21.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$20.1M
5
WHG
Westwood Holdings Group
Texas
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$278K
202
$276K
203
$269K
204
$269K
205
$267K
206
$263K
207
$260K
208
$254K
209
$244K
210
$242K
211
$236K
212
$232K
213
$226K
214
$225K
215
$222K
216
$216K
217
$215K
218
$215K
219
$215K
220
$213K
221
$207K
222
$204K
223
$175K
224
$167K
225
$158K