Moelis & Co
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.
145% more call options, than puts
Call options by funds: $1.66M | Put options by funds: $678K
29% more capital invested
Capital invested by funds: $1.45B → $1.87B (+$419M)
14% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 70
6.13% more ownership
Funds ownership: 92.8% → 98.93% (+6.1%)
8% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 40
1% less funds holding
Funds holding: 221 → 218 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highline Capital Management
New York
|
+$46.5M |
| 2 |
Goldman Sachs
New York
|
+$41.7M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$30.1M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$19.8M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$16.9M |
| 2 |
Morgan Stanley
New York
|
-$14.7M |
| 3 |
Jennison Associates
New York
|
-$14.5M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$12.4M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$7.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCIA
251
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$6K | -172 | Closed |
|
|
CG
252
Cutler Group
San Francisco,
California
| – | -$5.26K | -123 | Closed |
|
|
MNBTD
253
Moody National Bank Trust Division
Galveston,
Texas
| – | -$4K | -119 | Closed |
|
|
W
254
WealthOne
Albany,
New York
| – | -$4K | -108 | Closed |
|
|
IA
255
IFP Advisors
Tampa,
Florida
| – | -$3K | -85 | Closed |
|
|
JCM
256
Julex Capital Management
Wellesley,
Massachusetts
| – | -$2K | -81 | Closed |
|
|
VCM
257
Versant Capital Management
Phoenix,
Arizona
| – | -$641 | -15 | -75% |
|
258
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$470 | +11 | New |
|
MC Hedge Fund Activity: Q1 2019 in Review
218 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2019, worth a combined $1.87B — up 29% from $1.45B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of MC and 37 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 80 added.
The largest buyer was Highline Capital Management, opening a new position worth an estimated $46.5M. The largest seller was Principal Financial Group, cutting an estimated $16.9M.
- 218 institutional investors held Moelis & Co (MC) as of Q1 2019, down from 221 in Q4 2018.
- Funds reported $1.87B of Moelis & Co stock for Q1 2019, up 29% quarter-over-quarter.
- 37 funds opened new Moelis & Co positions in Q1 2019 and 40 closed out, a net change of -3 holders.
- The largest Moelis & Co buyer in Q1 2019 was Highline Capital Management, an estimated $46.5M added.
- The largest Moelis & Co seller in Q1 2019 was Principal Financial Group, an estimated $16.9M sold.
Based on aggregated 13F filings for Q1 2019.