Moelis & Co
246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 70
2.81% more ownership
Funds ownership: 94.89% → 97.7% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less funds holding
Funds holding: 259 → 246 (-13)
13% less capital invested
Capital invested by funds: $2.42B → $2.12B (-$306M)
31% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 32
53% less call options, than puts
Call options by funds: $2.4M | Put options by funds: $5.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$33.8M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$33.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.5M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$11.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$17M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$13.4M |
| 3 |
Renaissance Technologies
New York
|
-$8.53M |
| 4 |
Goldman Sachs
New York
|
-$8.31M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.75M |
MC Hedge Fund Activity: Q3 2022 in Review
246 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2022, worth a combined $2.12B — down 13% from $2.42B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of MC and 22 opened new positions — a net loss of 10 holders — while 70 trimmed existing stakes and 128 added.
The largest buyer was Wasatch Advisors, adding an estimated $33.8M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $17M.
- 246 institutional investors held Moelis & Co (MC) as of Q3 2022, down from 259 in Q2 2022.
- Funds reported $2.12B of Moelis & Co stock for Q3 2022, down 13% quarter-over-quarter.
- 22 funds opened new Moelis & Co positions in Q3 2022 and 32 closed out, a net change of -10 holders.
- The largest Moelis & Co buyer in Q3 2022 was Wasatch Advisors, an estimated $33.8M added.
- The largest Moelis & Co seller in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $17M sold.
Based on aggregated 13F filings for Q3 2022.