Moelis & Co
351 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 118 reducing their positions, and 41 closing their positions.
563% more call options, than puts
Call options by funds: $9.01M | Put options by funds: $1.36M
59% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 41
7% more capital invested
Capital invested by funds: $4.91B → $5.26B (+$345M)
6% more funds holding
Funds holding: 332 → 351 (+19)
3% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 118
1.08% less ownership
Funds ownership: 101.86% → 100.77% (-1.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$35.8M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$20.3M |
| 3 |
FAM
Fred Alger Management
New York
|
+$16.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$14.4M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCL
Heard Capital LLC
Chicago,
Illinois
|
-$69.2M |
| 2 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
-$42.3M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$33.3M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$28.5M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$15.6M |
MC Hedge Fund Activity: Q4 2024 in Review
351 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2024, worth a combined $5.26B — up 7% from $4.91B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new MC positions and 41 closed out — a net gain of 24 holders — while 115 added to existing stakes and 118 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $35.8M. The largest seller was Heard Capital LLC, cutting an estimated $69.2M.
- 351 institutional investors held Moelis & Co (MC) as of Q4 2024, up from 332 in Q3 2024.
- Funds reported $5.26B of Moelis & Co stock for Q4 2024, up 7% quarter-over-quarter.
- 65 funds opened new Moelis & Co positions in Q4 2024 and 41 closed out, a net change of +24 holders.
- The largest Moelis & Co buyer in Q4 2024 was Balyasny Asset Management, an estimated $35.8M added.
- The largest Moelis & Co seller in Q4 2024 was Heard Capital LLC, an estimated $69.2M sold.
Based on aggregated 13F filings for Q4 2024.