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Moelis & Co
MC

Overview Fund Activity

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M

Top Buyers

1
WA
Wasatch Advisors
Utah
$150M
2
HighTower Advisors
HighTower Advisors
Illinois
$24.5M
3
LCOV
London Company of Virginia
Virginia
$138M
4
Victory Capital Management
Victory Capital Management
Texas
$13.1M
5
Ameriprise
Ameriprise
Minnesota
$33.2M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$24M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$259M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.08M
5
Citadel Advisors
Citadel Advisors
Florida
$92.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$18.5K – – –
Nomura Asset Management
202
Nomura Asset Management
Japan
$14.6K – – –
WT
203
Whittier Trust
California
$14.3K – – –
CS
204
Comerica Securities
Michigan
$12.8K +$12.8K +334 New
LC
205
Lindbrook Capital
California
$12.4K +$3.57K +93 +40%
TRCT
206
Tower Research Capital (TRC)
New York
$11K -$208K -5,430 -95%
IA
207
IFP Advisors
Florida
$11K -$1.22K -20 -10%
CT
208
Colonial Trust
South Carolina
$8.6K +$8.6K +224 New
BIA
209
Bell Investment Advisors
California
$7.25K +$2.3K +60 +47%
TWA
210
TCI Wealth Advisors
Arizona
$5.33K -$5.03K -131 -49%
CFGS
211
Concourse Financial Group Securities
Alabama
$5.3K +$230 +6 +5%
FFA
212
Farther Finance Advisors
California
$5.22K +$5.22K +136 New
GRP
213
Global Retirement Partners
California
$5.1K +$3.19K +83 +166%
HCP
214
Hexagon Capital Partners
Arkansas
$4.3K +$2.3K +60 +115%
SWM
215
Spire Wealth Management
Virginia
$3K +$3K +79 New
BWM
216
BerganKDV Wealth Management
Minnesota
$2.15K – – –
RA
217
Rise Advisors
New York
$2.13K +$38 +1 +2%
SIS
218
Sound Income Strategies
Florida
$1.69K – – –
JWA
219
JFS Wealth Advisors
Pennsylvania
$1.23K -$154 -4 -11%
WT
220
Washington Trust
Rhode Island
$1.11K +$38 +1 +4%
PMFA
221
Plante Moran Financial Advisors
Michigan
$1.07K – – –
BAAM
222
Baker Avenue Asset Management
California
$1.04K +$1.04K +27 New
HS
223
Horan Securities
United States
$959 +$959 +25 New
SC
224
Schubert & Co
Texas
$883 -$38 -1 -4%
EI
225
Ellevest Inc
New York
$883 +$883 +23 New
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