Moelis & Co
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Moelis & Co
58.51
−1.47 · −2.46%
post 58.50 0.00%
+4.75%
vs ±8.6% implied · ×0.55
shaded = implied · ▲▼ = realized
395 managers report $5.3B of Moelis on form 13F for the quarter ended Jun 30 '26. 35 of them hold 80% of it; BlackRock is largest at 11.24%.
Fund move
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $592.6M | 11.24% | +2.91% | |
| 2 | Kayne Anderson Rudnick Investment ManagementKayne Anderson Rudnick | $354.1M | 6.72% | −6.31% | |
| 3 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $293.6M | 5.57% | −3.06% | |
| 4 | Vanguard Capital ManagementVanguardindex-like | $219.2M | 4.16% | +1.10% | |
| 5 | Wasatch AdvisorsWasatch | $212.4M | 4.03% | −13.25% | |
| 6 | State StreetState Streetindex-like | $199.2M | 3.78% | +4.24% | |
| 7 | Charles Schwab Investment ManagementCharles Schwabindex-like | $193.3M | 3.67% | +9.32% | |
| 8 | London Co of VirginiaLondon Co of Virginia | $182.6M | 3.46% | −3.88% | |
| 9 | Geode Capital ManagementGeodeindex-like | $154.4M | 2.93% | +8.77% | |
| 10 | Ameriprise FinancialAmeriprise Financial | $153.4M | 2.91% | +9.20% | |
| 11 | HighTower AdvisorsHighTower | $120.6M | 2.29% | +3.26% | |
| 12 | Ngam AdvisorsNgam | $112.6M | 2.14% | +27.27% | |
| 13 | Jones Financial Companies LllpJones Financial Companies Lllp | $110.2M | 2.09% | +32.47% | |
| 14 | Madison Asset ManagementMadison | $109.1M | 2.07% | −6.01% | |
| 15 | Timucuan Asset ManagementTimucuan | $98.3M | 1.87% | −0.75% | |
| 16 | Dimensional Fund AdvisorsDimensional | $88.0M | 1.67% | +5.30% | |
| 17 | Channing Capital ManagementChanning | $87.5M | 1.66% | +2.30% | |
| 18 | Goldman Sachs GroupGoldman Sachs | $82.9M | 1.57% | −27.78% | |
| 19 | Delaware Management HoldingsDelaware | $79.5M | 1.51% | +1.82% | |
| 20 | Fisher Asset ManagementFisher | $67.9M | 1.29% | +0.90% | |
| 21 | Bank of New York MellonBank of New York Mellonindex-like | $65.4M | 1.24% | +0.66% | |
| 22 | Heard CapitalHeard Capital | $64.1M | 1.22% | 0.00% | |
| 23 | Morgan StanleyMorgan Stanley | $63.3M | 1.20% | +2.02% | |
| 24 | Wells FargoWells Fargo | $60.9M | 1.15% | +0.29% | |
| 25 | Northern TrustNorthern Trustindex-like | $56.6M | 1.07% | +6.69% |
Fund move
No thesis.
Expected move
Inputsstraddle ±8.1%
spot 58.59exp Nov 20ATM strike 60ATM straddle 5.55IV 48%