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Moelis & Co
MC

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.64M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$13.8M
2
PAM
Panagora Asset Management
Massachusetts
+$9.33M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$8.55M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$8.53M
5
WHG
Westwood Holdings Group
Texas
+$8.45M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$30.9M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$17.5M
3
BAMCO Inc
BAMCO Inc
New York
-$13.1M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$12.2M
5
LCOV
London Company of Virginia
Virginia
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
301
Virtu Financial
New York
– -$291K -5,113 Closed
Russell Investments Group
302
Russell Investments Group
United Kingdom
– -$251K -4,425 Closed
LGA
303
Lebenthal Global Advisors
New York
– -$230K -4,048 Closed
CIBC World Market
304
CIBC World Market
Ontario, Canada
– -$214K -3,757 Closed
BC
305
Bridgefront Capital
Texas
– -$205K -3,612 Closed
FC
306
FORA Capital
Florida
– -$198K -3,486 Closed
SFO
307
Standard Family Office
South Dakota
– -$154K -2,712 Closed
ECG
308
Edge Capital Group
Georgia
– -$994K -1,268 Closed
Bessemer Group
309
Bessemer Group
New Jersey
– -$39K -683 Closed
CG
310
Cutler Group
California
– -$10K -179 Closed
AWA
311
Arkadios Wealth Advisors
Georgia
– -$9K -162 Closed
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
– -$5K -96 Closed
FFG
313
Ford Financial Group
California
– -$2K -48 Closed
ASN
314
Advisory Services Network
Georgia
– -$2K -26 Closed
9 10 11 12
13

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.