Moelis & Co
293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 92 reducing their positions, and 43 closing their positions.
361% more call options, than puts
Call options by funds: $6.88M | Put options by funds: $1.5M
26% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 92
0% more capital invested
Capital invested by funds: $4.12B → $4.13B (+$3.67M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less funds holding
Funds holding: 308 → 293 (-15)
5.8% less ownership
Funds ownership: 108.97% → 103.16% (-5.8%)
23% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
+$24.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.8M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$19.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.5M |
| 5 |
JP Morgan Chase
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$33.9M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$28.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$13.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12.1M |
MC Hedge Fund Activity: Q2 2024 in Review
293 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2024, worth a combined $4.13B — up 0.09% from $4.12B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of MC and 33 opened new positions — a net loss of 10 holders — while 92 trimmed existing stakes and 116 added.
The largest buyer was Natixis Advisors, adding an estimated $24.6M. The largest seller was Goldman Sachs, cutting an estimated $33.9M.
- 293 institutional investors held Moelis & Co (MC) as of Q2 2024, down from 308 in Q1 2024.
- Funds reported $4.13B of Moelis & Co stock for Q2 2024, up 0.09% quarter-over-quarter.
- 33 funds opened new Moelis & Co positions in Q2 2024 and 43 closed out, a net change of -10 holders.
- The largest Moelis & Co buyer in Q2 2024 was Natixis Advisors, an estimated $24.6M added.
- The largest Moelis & Co seller in Q2 2024 was Goldman Sachs, an estimated $33.9M sold.
Based on aggregated 13F filings for Q2 2024.