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Moelis & Co

259 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
75
Closed
33
Calls
$3.28M
Puts
$2.58M
Net Calls
+$707K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$208K +$208K +4,588 New
UCFA
202
United Capital Financial Advisors
Texas
$205K +$205K +4,513 New
Allspring Global Investments
203
Allspring Global Investments
North Carolina
$191K +$105K +2,314 +121%
MLICM
204
Metropolitan Life Insurance Company (MetLife)
New York
$166K +$12.4K +273 +8%
TRCT
205
Tower Research Capital (TRC)
New York
$152K +$89.4K +1,971 +143%
SO
206
STRS Ohio
Ohio
$126K -$1.02M -22,700 -89%
SG Americas Securities
207
SG Americas Securities
New York
$114K -$673K -14,872 -86%
C
208
Covestor
United Kingdom
$105K +$9.1K +201 +9%
PA
209
Parallel Advisors
California
$94.4K -$187K -4,123 -66%
Bessemer Group
210
Bessemer Group
New Jersey
$82K +$19.5K +430 +31%
S
211
SignatureFD
Georgia
$56.1K -$6.57K -145 -10%
TWM
212
Tradition Wealth Management
Minnesota
$56K +$774 +17 +1%
FHA
213
First Horizon Advisors
Tennessee
$49.8K
AssetMark Inc
214
AssetMark Inc
California
$47.4K +$12.4K +273 +35%
HPC
215
HM Payson & Co
Maine
$42.2K
UB
216
UMB Bank
Missouri
$39.7K
EBA
217
Eagle Bay Advisors
New York
$35.5K
CSB
218
City State Bank
Iowa
$34K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$32K -$7.25K -160 -18%
PTC
220
Private Trust Company
Ohio
$28.1K +$272 +6 +1%
FCAG
221
First Capital Advisors Group
New Jersey
$26K +$26K +574 New
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$22.9K +$2.27K +50 +11%
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$22.4K -$275K -6,069 -92%
Nomura Asset Management
224
Nomura Asset Management
Japan
$17.2K
AP
225
Arlington Partners
Alabama
$14K