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Moelis & Co

259 hedge funds and large institutions have $2.42B invested in Moelis & Co in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
102
Reduced
85
Closed
52
Calls
$2.02M
Puts
$4.62M
Net Calls
-$2.6M
Net Calls Change
-$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
201
CX Institutional
Indiana
$164K +$164K +4,151 New
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$153K +$6.89K +175 +5%
GC
203
Globeflex Capital
California
$105K -$234K -5,964 -69%
Allspring Global Investments
204
Allspring Global Investments
North Carolina
$98K -$1.18M -29,993 -92%
EWA
205
EverSource Wealth Advisors
Alabama
$91K +$91K +2,315 New
TRCT
206
Tower Research Capital (TRC)
New York
$86K +$66.4K +1,681 +338%
C
207
Covestor
United Kingdom
$84K +$23.4K +594 +39%
ACM
208
Aquatic Capital Management
Illinois
$79K +$79K +2,000 New
EW
209
Evoke Wealth
California
$65K
UB
210
UMB Bank
Missouri
$58K
CSB
211
City State Bank
Iowa
$47K -$62.7K -1,600 -57%
FHA
212
First Horizon Advisors
Tennessee
$40K +$40K +1,049 New
HPC
213
HM Payson & Co
Maine
$37K
Amundi
214
Amundi
France
$33K
WWM
215
Wolff Wiese Magana
California
$32K
ETC
216
Exchange Traded Concepts
Oklahoma
$32K +$2.39K +60 +8%
FF
217
FourThought Financial
Florida
$28K
PTC
218
Private Trust Company
Ohio
$24K +$24K +617 New
VVP
219
Venture Visionary Partners
Ohio
$23.9K +$23.9K +608 New
EBA
220
Eagle Bay Advisors
New York
$22.1K +$22.1K +562 New
CWM
221
Castle Wealth Management
Florida
$20K +$20K +513 New
APA
222
American Portfolios Advisors
New York
$19.7K -$25.5K -649 -56%
SOW
223
State of Wyoming
Wyoming
$17K -$127K -3,141 -88%
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$17K +$10.2K +266 +149%
Nomura Asset Management
225
Nomura Asset Management
Japan
$15K