Moelis & Co
290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
25% more call options, than puts
Call options by funds: $4.64M | Put options by funds: $3.71M
20% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 86
8% more capital invested
Capital invested by funds: $3.21B → $3.47B (+$257M)
7% more funds holding
Funds holding: 272 → 290 (+18)
0.02% more ownership
Funds ownership: 92.02% → 92.05% (+0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$13.8M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$9.33M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$8.55M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$8.53M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$8.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$30.9M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$17.5M |
| 3 |
BAMCO Inc
New York
|
-$13.1M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$12.2M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$10.8M |
MC Hedge Fund Activity: Q3 2021 in Review
290 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2021, worth a combined $3.47B — up 8% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new MC positions and 28 closed out — a net gain of 20 holders — while 103 added to existing stakes and 86 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $13.8M. The largest seller was JP Morgan Chase, cutting an estimated $30.9M.
- 290 institutional investors held Moelis & Co (MC) as of Q3 2021, up from 272 in Q2 2021.
- Funds reported $3.47B of Moelis & Co stock for Q3 2021, up 8% quarter-over-quarter.
- 48 funds opened new Moelis & Co positions in Q3 2021 and 28 closed out, a net change of +20 holders.
- The largest Moelis & Co buyer in Q3 2021 was Lord, Abbett & Co, an estimated $13.8M added.
- The largest Moelis & Co seller in Q3 2021 was JP Morgan Chase, an estimated $30.9M sold.
Based on aggregated 13F filings for Q3 2021.