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Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$491K +$15.2K +236 +3%
DADC
202
D.A. Davidson & Co
Montana
$483K
FNA
203
First National Advisers
Nebraska
$483K +$36.3K +562 +9%
VPIM
204
Vanguard Personalized Indexing Management
California
$476K +$35.8K +554 +9%
LCWP
205
Legacy Capital Wealth Partners
Arkansas
$465K +$438K +6,781 New
Truist Financial
206
Truist Financial
North Carolina
$464K +$65.7K +1,017 +18%
PAG
207
Private Advisor Group
New Jersey
$452K +$99.7K +1,544 +31%
CIAS
208
Capital Investment Advisory Services
North Carolina
$448K -$12.7K -196 -3%
ORC
209
O'Rourke & Company
Massachusetts
$445K +$19K +294 +5%
VWM
210
Venturi Wealth Management
Texas
$441K +$143K +2,213 +52%
QT
211
Quantbot Technologies
New York
$432K -$679K -10,517 -63%
NC
212
nVerses Capital
Florida
$432K +$213K +3,300 +110%
KWM
213
Kolinsky Wealth Management
New Jersey
$415K +$775 +12 +0.2%
SO
214
STRS Ohio
Ohio
$411K +$90.4K +1,400 +30%
RCA
215
Riverview Capital Advisers
Massachusetts
$410K
Creative Planning
216
Creative Planning
Kansas
$397K -$4.65K -72 -1%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$394K -$21.9K -340 -6%
TCM
218
Teza Capital Management
Illinois
$393K -$103K -1,603 -22%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$374K +$84.3K +1,306 +31%
Acadian Asset Management
220
Acadian Asset Management
Massachusetts
$372K +$351K +5,441 New
BWP
221
Baldwin Wealth Partners
Massachusetts
$357K +$333K +5,156 +9,548%
SG Americas Securities
222
SG Americas Securities
New York
$340K -$67.3K -1,043 -17%
Corient Private Wealth
223
Corient Private Wealth
Florida
$334K +$315K +4,878 New
PTC
224
Petrus Trust Company
Texas
$331K +$312K +4,836 New
X
225
Xponance
Pennsylvania
$318K +$8.91K +138 +3%