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Moelis & Co
MC

Overview Fund Activity

196 hedge funds and large institutions have $1.58B invested in Moelis & Co in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-22
Holders Change %
-10.09%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
40
Increased
79
Reduced
52
Closed
58
Calls
$1.31M
Puts
$632K
Net Calls
+$679K
Net Calls Change
-$306K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$65.2M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$294M
3
LCOV
London Company of Virginia
Virginia
$23.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$76.1M
5
WHG
Westwood Holdings Group
Texas
$16.5M

Top Sellers

1
HCM
Highline Capital Management
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$4.08M
3
BlackRock
BlackRock
New York
$139M
4
Bank of America
Bank of America
North Carolina
$11.2M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Assured Investment Management
New York
– -$290K -6,972 Closed
EMG
227
Ellington Management Group
Connecticut
– -$287K -6,900 Closed
QC
228
Quadrature Capital
United Kingdom
– -$283K -6,807 Closed
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
– -$281K -6,758 Closed
GH
230
GAM Holding
Switzerland
– -$281K -6,742 Closed
Capital Fund Management (CFM)
231
Capital Fund Management (CFM)
France
– -$245K -5,900 Closed
RJFSA
232
Raymond James Financial Services Advisors
Florida
– -$227K -5,455 Closed
CA
233
Cetera Advisors
Colorado
– -$212K -5,159 Closed
VI
234
Versor Investments
New York
– -$212K -5,100 Closed
SWA
235
SFMG Wealth Advisors
Texas
– -$204K -4,900 Closed
ProShare Advisors
236
ProShare Advisors
Maryland
– -$202K -4,850 Closed
New York State Teachers Retirement System (NYSTRS)
237
New York State Teachers Retirement System (NYSTRS)
New York
– -$162K -3,900 Closed
GAM
238
GQ Asset Management
New York
– -$131K -3,159 Closed
MCM
239
McKinley Capital Management
Alaska
– -$63K -1,512 Closed
SQA
240
Simon Quick Advisors
New Jersey
– -$52K -1,239 Closed
JIR
241
James Investment Research
Ohio
– -$41K -975 Closed
PHK
242
Point72 Hong Kong
Hong Kong
– -$30K -728 Closed
ST
243
Sageworth Trust
Pennsylvania
– -$28K -684 Closed
Loomis, Sayles & Company
244
Loomis, Sayles & Company
Massachusetts
– -$25K -602 Closed
BBHC
245
Brown Brothers Harriman & Co
New York
– -$14K -332 Closed
CAM
246
Cresset Asset Management
Illinois
– -$9K -214 Closed
Acadian Asset Management
247
Acadian Asset Management
Massachusetts
– -$8K -184 Closed
AWM
248
AllSquare Wealth Management
New York
– -$4K -100 Closed
GWS
249
Glassman Wealth Services
Virginia
– -$1K -31 Closed
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
– -$1K -15 Closed
7 8 9
10
11