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Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 21

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

13% more funds holding

Funds holding: 293332 (+39)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+39
Holders Change %
+13.31%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
21
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K

MC Hedge Fund Activity: Q3 2024 in Review

332 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2024, worth a combined $4.91B — up 19% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MC positions and 21 closed out — a net gain of 42 holders — while 113 added to existing stakes and 105 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $64.7M. The largest seller was AllianceBernstein, cutting an estimated $86.3M.

  • 332 institutional investors held Moelis & Co (MC) as of Q3 2024, up from 293 in Q2 2024.
  • Funds reported $4.91B of Moelis & Co stock for Q3 2024, up 19% quarter-over-quarter.
  • 63 funds opened new Moelis & Co positions in Q3 2024 and 21 closed out, a net change of +42 holders.
  • The largest Moelis & Co buyer in Q3 2024 was Citadel Advisors, an estimated $64.7M added.
  • The largest Moelis & Co seller in Q3 2024 was AllianceBernstein, an estimated $86.3M sold.

Based on aggregated 13F filings for Q3 2024.