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Moelis & Co
MC

61 hedge funds and large institutions have $271M invested in Moelis & Co in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

53.35% more ownership

Funds ownership: 0% → 53.35% (+53%)

Holders
61
Holders Change
+61
Holders Change %
–
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
61
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$34.9M
2
BAMCO Inc
BAMCO Inc
New York
+$24M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$23.3M
4
WRF
Waddell & Reed Financial
Kansas
+$19.2M
5
LCM
Lomas Capital Management
New York
+$14.9M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.29M +$1.16M +38,341 New
Wells Fargo
27
Wells Fargo
California
$1.23M +$1.11M +36,724 New
TCIM
28
TIAA CREF Investment Management
New York
$1.05M +$948K +31,240 New
MCM
29
Maltese Capital Management
New York
$1.01M +$910K +30,000 New
AI
30
Axiom Investors
Connecticut
$904K +$816K +26,900 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$902K +$815K +26,859 New
CS
32
Credit Suisse
Switzerland
$897K +$809K +26,676 New
NFA
33
Nationwide Fund Advisors
Ohio
$793K +$715K +23,582 New
Geode Capital Management
34
Geode Capital Management
Massachusetts
$755K +$682K +22,474 New
Northern Trust
35
Northern Trust
Illinois
$753K +$680K +22,408 New
BIM
36
BlackRock Investment Management
Delaware
$753K +$680K +22,414 New
TI
37
Turner Investments
Pennsylvania
$708K +$639K +21,080 New
Charles Schwab
38
Charles Schwab
California
$543K +$490K +16,140 New
U
39
UBS
Switzerland
$472K +$426K +14,044 New
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$454K +$410K +13,500 New
RA
41
Royce & Associates
New York
$397K +$358K +11,800 New
PP
42
PDT Partners
New York
$373K +$337K +11,100 New
TA
43
Teachers Advisors
New York
$350K +$316K +10,406 New
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$339K +$306K +10,072 New
Federated Hermes
45
Federated Hermes
Pennsylvania
$336K +$303K +10,000 New
LCM
46
Laurion Capital Management
New York
$334K +$301K +9,929 New
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$283K +$255K +8,407 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$255K +$230K +7,595 New
SIM
49
Spark Investment Management
New York
$255K +$231K +7,600 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$163K +$147K +4,843 New
1
2
3

MC Hedge Fund Activity: Q2 2014 in Review

61 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2014, worth a combined $271M.

Buyers outnumbered sellers: 61 funds opened new MC positions and 0 closed out — a net gain of 61 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $34.9M.

  • 61 institutional investors held Moelis & Co (MC) as of Q2 2014, up from 0 in Q1 2014.
  • Funds reported $271M of Moelis & Co stock for Q2 2014.
  • 61 funds opened new Moelis & Co positions in Q2 2014 and 0 closed out, a net change of +61 holders.
  • The largest Moelis & Co buyer in Q2 2014 was JP Morgan Chase, an estimated $34.9M added.

Based on aggregated 13F filings for Q2 2014.