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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

3.77% less ownership

Funds ownership: 113.64%109.87% (-3.8%)

17% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 109

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
267
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.6M
Puts
$1.36M
Net Calls
Net Calls Change

Top Sellers

1 -$79.8M
2 -$36.7M
3 -$19.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$17.8M
5
Morgan Stanley
Morgan Stanley
New York
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$226K
202
$224K
203
$223K
204
$221K
205
$215K
206
$212K
207
$212K
208
$211K
209
$206K
210
$204K
211
$204K
212
$204K
213
$174K
214
$174K
215
$162K
216
$133K
217
$99K
218
$86K
219
$79.3K
220
$75K
221
$56K
222
$55.5K
223
$55.1K
224
$49.6K
225
$42K