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Moelis & Co
MC

227 hedge funds and large institutions have $2.62B invested in Moelis & Co in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.15M

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

31% more capital invested

Capital invested by funds: $2B → $2.62B (+$626M)

21% more funds holding

Funds holding: 188 → 227 (+39)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

1.91% less ownership

Funds ownership: 103.12% → 101.2% (-1.9%)

Holders
227
Holders Change
+39
Holders Change %
+20.74%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
63
Increased
70
Reduced
65
Closed
22
Calls
$5.42M
Puts
$1.15M
Net Calls
+$4.27M
Net Calls Change
-$708K

Top Buyers

1
BlackRock
BlackRock
New York
+$25.6M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$12.1M
3
Millennium Management
Millennium Management
New York
+$10.9M
4
WA
Wasatch Advisors
Utah
+$8.44M
5
MPAM
Monarch Partners Asset Management
Massachusetts
+$6.56M

Top Sellers

1
CCM
Causeway Capital Management
California
-$31.5M
2
BAMCO Inc
BAMCO Inc
New York
-$30.2M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$18M
4
PF
Phoenix Financial
Israel
-$13.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
226
Causeway Capital Management
California
– -$31.5M -897,690 Closed
PF
227
Phoenix Financial
Israel
– -$13.8M -416,102 Closed
Capital Research Global Investors
228
Capital Research Global Investors
California
– -$10.5M -300,000 Closed
BCI
229
Brinker Capital Investments
Pennsylvania
– -$2.01M -57,237 Closed
BC
230
Brookfield Corp
Ontario, Canada
– -$1.5M -42,741 Closed
BAM
231
Blueshift Asset Management
New Jersey
– -$922K -26,232 Closed
Russell Investments Group
232
Russell Investments Group
United Kingdom
– -$848K -24,186 Closed
ACM
233
AlphaCrest Capital Management
New York
– -$682K -19,400 Closed
PI
234
PEAK6 Investments
Illinois
– -$684K -17,005 Closed
MHP
235
Manatuck Hill Partners
Connecticut
– -$527K -15,000 Closed
PP
236
Paloma Partners
Connecticut
– -$347K -9,862 Closed
CF
237
CNA Financial
Illinois
– -$309K -8,798 Closed
ATC
238
Argent Trust Co
Tennessee
– -$275K -7,818 Closed
BCM
239
BTC Capital Management
Iowa
– -$206K -5,895 Closed
NNP
240
Nachman Norwood & Parrott
South Carolina
– -$73K -2,079 Closed
Group One Trading
241
Group One Trading
Illinois
– -$27.5K -684 Closed
HNB
242
Huntington National Bank
Ohio
– -$21K -595 Closed
SC
243
Solstein Capital
California
– -$92K -230 Closed
FFA
244
Founders Financial Alliance
North Carolina
– -$3K -83 Closed
ETC
245
Exchange Traded Concepts
Oklahoma
– -$2K -52 Closed
Toronto Dominion Bank
246
Toronto Dominion Bank
Ontario, Canada
– -$1K -41 Closed
PWPS
247
Pinnacle Wealth Planning Services
Ohio
– +$161 +4 New
6 7 8 9
10

MC Hedge Fund Activity: Q4 2020 in Review

227 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2020, worth a combined $2.62B — up 31% from $2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MC positions and 22 closed out — a net gain of 41 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $25.6M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $31.5M sold.

  • 227 institutional investors held Moelis & Co (MC) as of Q4 2020, up from 188 in Q3 2020.
  • Funds reported $2.62B of Moelis & Co stock for Q4 2020, up 31% quarter-over-quarter.
  • 63 funds opened new Moelis & Co positions in Q4 2020 and 22 closed out, a net change of +41 holders.
  • The largest Moelis & Co buyer in Q4 2020 was BlackRock, an estimated $25.6M added.
  • The largest Moelis & Co seller in Q4 2020 was Causeway Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2020.