MC icon

Moelis & Co

292 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 307292 (-15)

5.8% less ownership

Funds ownership: 108.97%103.16% (-5.8%)

23% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 43

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.88M
Puts
$1.5M
Net Calls
Net Calls Change

Top Buyers

1 +$24.6M
2 +$20.8M
3 +$19.3M
4
Ameriprise
Ameriprise
Minnesota
+$11.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$10.1M

Top Sellers

1 -$33.9M
2 -$28.3M
3 -$14M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$13.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$259K
202
$258K
203
$256K
204
$255K
205
$255K
206
$250K
207
$243K
208
$243K
209
$241K
210
$240K
211
$239K
212
$236K
213
$236K
214
$231K
215
$227K
216
$221K
217
$210K
218
$206K
219
$203K
220
$201K
221
$194K
222
$175K
223
$171K
224
$134K
225
$113K