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Moelis & Co

246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 70

2.8% more ownership

Funds ownership: 94.94%97.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 259246 (-13)

13% less capital invested

Capital invested by funds: $2.42B → $2.12B (-$307M)

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

53% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $5.05M

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
128
Reduced
70
Closed
32
Calls
$2.4M
Puts
$5.05M
Net Calls
-$2.65M
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
FF
201
FourThought Financial
Florida
$42K +$22.4K +534 +74%
TWM
202
Tradition Wealth Management
Minnesota
$40K +$50K +1,194 New
WWM
203
Wolff Wiese Magana
California
$39K +$14.6K +348 +43%
ETC
204
Exchange Traded Concepts
Oklahoma
$37K +$11.9K +285 +35%
FHA
205
First Horizon Advisors
Tennessee
$35K
HPC
206
HM Payson & Co
Maine
$31K
UB
207
UMB Bank
Missouri
$30K -$25.1K -599 -40%
WFA
208
Wipfli Financial Advisors
Wisconsin
$29K +$35.6K +851 New
APA
209
American Portfolios Advisors
New York
$27K +$12.6K +300 +60%
EBA
210
Eagle Bay Advisors
New York
$26K +$9.25K +221 +39%
CWM
211
Castle Wealth Management
Florida
$26K +$10.3K +246 +48%
CSB
212
City State Bank
Iowa
$25K -$18.8K -450 -38%
Amundi
213
Amundi
France
$22K -$8.37K -200 -24%
PTC
214
Private Trust Company
Ohio
$21K +$419 +10 +2%
Mitsubishi UFJ Trust & Banking
215
Mitsubishi UFJ Trust & Banking
Japan
$20K +$24.4K +583 New
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$16K +$1.59K +38 +9%
AssetMark Inc
217
AssetMark Inc
California
$16K +$20.1K +480 +24,000%
IA
218
IFP Advisors
Florida
$13K +$42 +1 +0.5%
WT
219
Whittier Trust
California
$13K +$15.7K +374 New
Nomura Asset Management
220
Nomura Asset Management
Japan
$12.8K
TWA
221
TCI Wealth Advisors
Arizona
$9K +$11.3K +270 New
LC
222
Lindbrook Capital
California
$8K +$2.26K +54 +31%
PA
223
Parallel Advisors
California
$8K +$5.74K +137 +149%
QCG
224
Quadrant Capital Group
Ohio
$4K -$5.15K -123 -53%
HR
225
Howe & Rusling
New York
$4K -$1.68K -40 -24%