Moelis & Co
257 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.
39% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 33
35% more capital invested
Capital invested by funds: $2.53B → $3.42B (+$890M)
35% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 75
27% more call options, than puts
Call options by funds: $3.28M | Put options by funds: $2.58M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10.6% more ownership
Funds ownership: 102.69% → 113.29% (+11%)
5% more funds holding
Funds holding: 244 → 257 (+13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$181M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.3M |
| 3 |
State Street
Boston,
Massachusetts
|
+$41.3M |
| 4 |
BlackRock
New York
|
+$34.7M |
| 5 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$17.4M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$11M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$8.08M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$6.99M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$6.37M |
MC Hedge Fund Activity: Q2 2023 in Review
257 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2023, worth a combined $3.42B — up 35% from $2.53B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new MC positions and 33 closed out — a net gain of 13 holders — while 101 added to existing stakes and 75 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $181M. The largest seller was JP Morgan Chase, cutting an estimated $17.4M.
- 257 institutional investors held Moelis & Co (MC) as of Q2 2023, up from 244 in Q1 2023.
- Funds reported $3.42B of Moelis & Co stock for Q2 2023, up 35% quarter-over-quarter.
- 46 funds opened new Moelis & Co positions in Q2 2023 and 33 closed out, a net change of +13 holders.
- The largest Moelis & Co buyer in Q2 2023 was Goldman Sachs, an estimated $181M added.
- The largest Moelis & Co seller in Q2 2023 was JP Morgan Chase, an estimated $17.4M sold.
Based on aggregated 13F filings for Q2 2023.