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Moelis & Co

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
91
Reduced
109
Closed
22
Calls
$3.6M
Puts
$1.36M
Net Calls
+$2.24M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
201
Shell Asset Management
Netherlands
$226K -$3.56K -79 -2%
WSTAM
202
Wilbanks Smith & Thomas Asset Management
Virginia
$224K
VPIM
203
Vanguard Personalized Indexing Management
California
$223K +$223K +4,946 New
M&T Bank
204
M&T Bank
New York
$221K -$21.4K -474 -9%
AAM
205
Advisors Asset Management
Colorado
$215K -$247K -5,476 -54%
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$212K +$212K +4,696 New
IWC
207
Integrated Wealth Concepts
Massachusetts
$212K -$45 -1 -0%
SCA
208
Snowden Capital Advisors
New York
$211K -$3.97K -88 -2%
FA
209
FDx Advisors
Illinois
$206K +$206K +4,559 New
RJT
210
Raymond James Trust
Florida
$204K -$38.7K -858 -16%
BRWA
211
B. Riley Wealth Advisors
Florida
$204K +$204K +4,513 New
UCFA
212
United Capital Financial Advisors
Texas
$204K -$45 -1 -0%
QT
213
Quantbot Technologies
New York
$174K +$174K +3,849 New
MLICM
214
Metropolitan Life Insurance Company (MetLife)
New York
$174K +$8.71K +193 +5%
SO
215
STRS Ohio
Ohio
$162K +$36K +800 +29%
Allspring Global Investments
216
Allspring Global Investments
North Carolina
$133K -$57.3K -1,270 -30%
NICM
217
Neo Ivy Capital Management
New York
$99K +$99K +2,204 New
C
218
Covestor
United Kingdom
$86K -$18.3K -407 -18%
PA
219
Parallel Advisors
California
$79.3K -$14.7K -325 -16%
KBC Group
220
KBC Group
Belgium
$75K -$141K -3,136 -65%
TWM
221
Tradition Wealth Management
Minnesota
$56K +$719 +16 +1%
AssetMark Inc
222
AssetMark Inc
California
$55.5K +$8.3K +184 +18%
S
223
SignatureFD
Georgia
$55.1K -$767 -17 -1%
FHA
224
First Horizon Advisors
Tennessee
$49.6K
HPC
225
HM Payson & Co
Maine
$42K