Moelis & Co
259 hedge funds and large institutions have $3.16B invested in Moelis & Co in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 27 closing their positions.
130% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 27
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more capital invested
Capital invested by funds: $2.62B → $3.16B (+$536M)
14% more call options, than puts
Call options by funds: $2.35M | Put options by funds: $2.06M
14% more funds holding
Funds holding: 227 → 259 (+32)
2.15% less ownership
Funds ownership: 101.2% → 99.06% (-2.1%)
15% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$40.2M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$20.7M |
| 3 |
Renaissance Technologies
New York
|
+$19.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.6M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$21M |
| 2 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$16.2M |
| 3 |
JP Morgan Chase
New York
|
-$12.9M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$10.4M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$8.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KC
276
Kinloch Capital
Glen Allen,
Virginia
| – | -$59K | -1,270 | Closed |
|
277
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| – | -$34K | -727 | Closed |
|
|
ICP
278
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$16K | -353 | Closed |
|
|
LWA
279
Lenox Wealth Advisors
New York
| – | -$13K | -278 | Closed |
|
|
CA
280
Clearstead Advisors
Cleveland,
Ohio
| – | -$10K | -215 | Closed |
|
|
RPWA
281
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$6K | -118 | Closed |
|
|
SSWG
282
Seven Springs Wealth Group
Brentwood,
Tennessee
| – | -$2K | -39 | Closed |
|
283
AssetMark Inc
Concord,
California
| – | -$590 | -11 | -85% |
|
|
HI
284
Harbour Investments
Madison,
Wisconsin
| – | +$161 | +3 | New |
|
MC Hedge Fund Activity: Q1 2021 in Review
259 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2021, worth a combined $3.16B — up 20% from $2.62B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MC positions and 27 closed out — a net gain of 35 holders — while 76 added to existing stakes and 89 trimmed.
The largest buyer was Vaughan Nelson Investment Management, adding an estimated $40.2M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $21M.
- 259 institutional investors held Moelis & Co (MC) as of Q1 2021, up from 227 in Q4 2020.
- Funds reported $3.16B of Moelis & Co stock for Q1 2021, up 20% quarter-over-quarter.
- 62 funds opened new Moelis & Co positions in Q1 2021 and 27 closed out, a net change of +35 holders.
- The largest Moelis & Co buyer in Q1 2021 was Vaughan Nelson Investment Management, an estimated $40.2M added.
- The largest Moelis & Co seller in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $21M sold.
Based on aggregated 13F filings for Q1 2021.