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Moelis & Co
MC

Overview Fund Activity

218 hedge funds and large institutions have $1.87B invested in Moelis & Co in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
4.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
80
Reduced
70
Closed
40
Calls
$1.66M
Puts
$678K
Net Calls
+$985K
Net Calls Change
-$2.87M

Top Buyers

1
HCM
Highline Capital Management
New York
+$45.2M
2
Goldman Sachs
Goldman Sachs
New York
+$40.6M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$29.3M
4
AIM
Artemis Investment Management
United Kingdom
+$19.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.8M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$14.3M
3
Jennison Associates
Jennison Associates
New York
-$14.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$12M
5
CF
CNA Financial
Illinois
-$7.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBD
226
Landsberg Bennett & Dubbaneh
Florida
– -$970K -28,203 Closed
BA
227
Boston Advisors
Massachusetts
– -$821K -23,871 Closed
AFNAS
228
American Financial Network Advisory Services
California
– -$664K -19,309 Closed
JIM
229
Jupiter Investment Management
United Kingdom
– -$615K -17,890 Closed
ARTA
230
A.R.T. Advisors
New York
– -$583K -16,957 Closed
EGM
231
Engineers Gate Manager
New York
– -$482K -14,024 Closed
American Century Companies
232
American Century Companies
Missouri
– -$376K -10,937 Closed
First Trust Advisors
233
First Trust Advisors
Illinois
– -$334K -9,716 Closed
JPMPWA
234
J.P. Morgan Private Wealth Advisors
California
– -$330K -9,609 Closed
Prudential Financial
235
Prudential Financial
New Jersey
– -$280K -8,141 Closed
ACI
236
AMP Capital Investors
Australia
– -$268K -7,800 Closed
NA
237
Navellier & Associates
Nevada
– -$266K -7,749 Closed
VRS
238
Virginia Retirement Systems
Virginia
– -$265K -7,700 Closed
ECM
239
ETrade Capital Management
Virginia
– -$228K -6,641 Closed
SL
240
Signition LP
New York
– -$226K -6,580 Closed
MOS
241
MGO One Seven
Ohio
– -$132K -3,865 Closed
BOPW
242
Brandywine Oak Private Wealth
Pennsylvania
– -$87K -2,482 Closed
PRC
243
Pearl River Capital
Michigan
– -$72K -2,100 Closed
Parallax Volatility Advisers
244
Parallax Volatility Advisers
California
– -$43K -1,252 Closed
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
– -$24K -711 Closed
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
– -$22K -626 Closed
JA
247
JOYN Advisors
Georgia
– -$20K -572 Closed
SGS
248
Sterling Global Strategies
California
– -$16.5K -481 Closed
Macquarie Group
249
Macquarie Group
Australia
– -$14K -400 Closed
ER
250
Enlightenment Research
Florida
– -$10K -300 Closed
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