CM
MC icon

Capula Management’s Moelis & Co MC Stock Holding History

Capula Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,344
Closed -$331K – 543
2021
Q3 		$331K Buy
5,344
+1,575
+42% +$94.4K ﹤0.01% 685
2021
Q2 		$212K Buy
+3,769
New +$205K ﹤0.01% 682

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Capula Management's MC Position: Q4 2021 in Review

Capula Management sold out of Moelis & Co (MC) in Q4 2021, closing a stake of 5,344 shares — an estimated $331K sold.

Capula Management first reported a position in MC in Q2 2021 and held it in 2 quarters. The position peaked at $331K in Q3 2021. 312 funds tracked by Wall St. Rank hold MC as of Q4 2021.

  • Capula Management reported no remaining Moelis & Co position as of Q4 2021 after selling out during the quarter.
  • Capula Management sold 5,344 Moelis & Co shares in Q4 2021, an estimated $331K.
  • Capula Management first reported a position in Moelis & Co in Q2 2021 and held it in 2 quarters.
  • Capula Management's Moelis & Co position peaked at $331K in Q3 2021.
  • 312 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

Based on Capula Management's 13F filing for Q4 2021, filed 14 Feb 2022.