Moelis & Co
240 hedge funds and large institutions have $2.41B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 77 reducing their positions, and 38 closing their positions.
36% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $1.09M
29% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 77
14% more capital invested
Capital invested by funds: $2.12B → $2.41B (+$289M)
0.3% more ownership
Funds ownership: 97.7% → 98% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 38
2% less funds holding
Funds holding: 246 → 240 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$34.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$25.9M |
| 3 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$11.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$10.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$18.6M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$7.72M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$7.47M |
| 4 |
Renaissance Technologies
New York
|
-$7.12M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.7M |
MC Hedge Fund Activity: Q4 2022 in Review
240 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2022, worth a combined $2.41B — up 14% from $2.12B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of MC and 37 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 99 added.
The largest buyer was Wasatch Advisors, adding an estimated $34.9M. The largest seller was Federated Hermes, cutting an estimated $18.6M.
- 240 institutional investors held Moelis & Co (MC) as of Q4 2022, down from 246 in Q3 2022.
- Funds reported $2.41B of Moelis & Co stock for Q4 2022, up 14% quarter-over-quarter.
- 37 funds opened new Moelis & Co positions in Q4 2022 and 38 closed out, a net change of -1 holder.
- The largest Moelis & Co buyer in Q4 2022 was Wasatch Advisors, an estimated $34.9M added.
- The largest Moelis & Co seller in Q4 2022 was Federated Hermes, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2022.