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Moelis & Co

330 hedge funds and large institutions have $4.86B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 22 closing their positions.

Holders
330
Holders Change
+37
Holders Change %
+12.63%
% 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
62
Increased
112
Reduced
105
Closed
22
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Market Value Shares Shares
Change
Shares
Change %
DADC
201
D.A. Davidson & Co
Montana
$483K 7,056
FNA
202
First National Advisers
Nebraska
$483K 7,051 +562 +9%
VPIM
203
Vanguard Personalized Indexing Management
California
$476K 6,944 +554 +9%
LCWP
204
Legacy Capital Wealth Partners
Arkansas
$465K 6,781 +6,781 New
Truist Financial
205
Truist Financial
North Carolina
$464K 6,777 +1,017 +18%
PAG
206
Private Advisor Group
New Jersey
$452K 6,594 +1,544 +31%
CIAS
207
Capital Investment Advisory Services
North Carolina
$448K 6,542 -196 -3%
ORC
208
O'Rourke & Company
Massachusetts
$445K 6,489 +294 +5%
VWM
209
Venturi Wealth Management
Texas
$441K 6,443 +2,213 +52%
QT
210
Quantbot Technologies
New York
$432K 6,302 -10,517 -63%
NC
211
nVerses Capital
Florida
$432K 6,300 +3,300 +110%
KWM
212
Kolinsky Wealth Management
New Jersey
$415K 6,052 +12 +0.2%
SO
213
STRS Ohio
Ohio
$411K 6,000 +1,400 +30%
RCA
214
Riverview Capital Advisers
Massachusetts
$410K 5,980
Creative Planning
215
Creative Planning
Kansas
$397K 5,800 -72 -1%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$394K 5,744 -340 -6%
TCM
217
Teza Capital Management
Illinois
$393K 5,733 -1,603 -22%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$374K 5,458 +1,306 +31%
Acadian Asset Management
219
Acadian Asset Management
Massachusetts
$372K 5,441 +5,441 New
BWP
220
Baldwin Wealth Partners
Massachusetts
$357K 5,210 +5,156 +9,548%
SG Americas Securities
221
SG Americas Securities
New York
$340K 4,964 -1,043 -17%
Corient Private Wealth
222
Corient Private Wealth
Florida
$334K 4,878 +4,878 New
PTC
223
Petrus Trust Company
Texas
$331K 4,836 +4,836 New
X
224
Xponance
Pennsylvania
$318K 4,639 +138 +3%
CC
225
Centiva Capital
New York
$316K 4,612 +4,612 New