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Moelis & Co
MC

Overview Fund Activity

244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
98
Reduced
83
Closed
21
Calls
$1.88M
Puts
$1.59M
Net Calls
+$289K
Net Calls Change
-$106K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$53.1M
3
MAM
3
Madison Asset Management
Wisconsin
$50M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$18.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$36.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$95.1M
3
WHG
3
Westwood Holdings Group
Texas
$53.9M
4
BlackRock
4
BlackRock
New York
$206M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
201
Eagle Bay Advisors
New York
$30.1K – – –
AssetMark Inc
202
AssetMark Inc
California
$29.7K +$6.84K +178 +30%
CSB
203
City State Bank
Iowa
$29K – – –
SOW
204
State of Wyoming
Wyoming
$27.4K +$27.4K +714 New
PTC
205
Private Trust Company
Ohio
$23.6K – – –
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$17.5K -$1.04K -27 -6%
Nomura Asset Management
207
Nomura Asset Management
Japan
$14.6K – – –
WT
208
Whittier Trust
California
$14.4K – – –
CFB
209
Cullen/Frost Bankers
Texas
$13.9K +$13.9K +362 New
QCG
210
Quadrant Capital Group
Ohio
$13.8K -$15.7K -409 -53%
AP
211
Arlington Partners
Alabama
$11.8K +$11.8K +308 New
LC
212
Lindbrook Capital
California
$11.2K -$1.23K -32 -10%
IA
213
IFP Advisors
Florida
$10.9K +$60 +1 +0.6%
CT
214
Colonial Trust
South Carolina
$8.61K – – –
NA
215
NewEdge Advisors
Louisiana
$7.61K -$2.88K -75 -27%
HBW
216
Hazlett, Burt & Watson
West Virginia
$6K +$6K +166 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$5.61K +$5.61K +146 New
TWA
218
TCI Wealth Advisors
Arizona
$5.34K – – –
CFGS
219
Concourse Financial Group Securities
Alabama
$5.3K – – –
FFA
220
Farther Finance Advisors
California
$5.23K – – –
GRP
221
Global Retirement Partners
California
$5.19K +$397 +11 +8%
SWM
222
Spire Wealth Management
Virginia
$4.38K +$1.35K +35 +44%
CIA
223
Cape Investment Advisory
Georgia
$4.23K +$4.23K +110 New
BIA
224
Bell Investment Advisors
California
$3.27K -$4K -104 -55%
HCP
225
Hexagon Capital Partners
Arkansas
$2.46K -$1.85K -48 -43%
7 8
9
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