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Moelis & Co
MC

99 hedge funds and large institutions have $494M invested in Moelis & Co in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 3

320% more call options, than puts

Call options by funds: $147K | Put options by funds: $35K

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

80% more capital invested

Capital invested by funds: $274M → $494M (+$220M)

68% more funds holding

Funds holding: 59 → 99 (+40)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21.48% more ownership

Funds ownership: 53.01% → 74.49% (+21%)

Holders
99
Holders Change
+40
Holders Change %
+67.8%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
44
Increased
34
Reduced
12
Closed
3
Calls
$147K
Puts
$35K
Net Calls
+$112K
Net Calls Change
+$26K

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$30.3M
2
BAMCO Inc
BAMCO Inc
New York
+$23M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$17.4M
5
WRF
Waddell & Reed Financial
Kansas
+$13M

Top Sellers

Rank Fund Capital Flow
1
CF
CNA Financial
Illinois
-$7.21M
2
TP
Third Point
New York
-$5.63M
3
EIM
Essex Investment Management
Massachusetts
-$3.36M
4
CCA
Canyon Capital Advisors
Texas
-$2.71M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$4.55M +$1.94M +58,570 +82%
ECA
27
Endeavour Capital Advisors
Connecticut
$4.14M +$3.91M +118,468 New
Two Sigma Advisers
28
Two Sigma Advisers
New York
$3.81M +$3.6M +109,046 New
Caisse de Depot et Placement du Quebec (CDPQ)
29
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.67M +$3.47M +105,119 New
RFC
30
Russell Frank Company
Washington
$3.23M +$3.06M +92,641 New
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$3.23M +$3.05M +92,371 New
TC
32
TFS Capital
Pennsylvania
$3.04M +$2.87M +86,896 New
BIT
33
BlackRock Institutional Trust
California
$3.03M -$297K -8,987 -9%
Northern Trust
34
Northern Trust
Illinois
$2.9M +$306K +9,254 +13%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$2.67M +$1.22M +36,954 +94%
Citadel Advisors
36
Citadel Advisors
Florida
$2.63M +$806K +24,405 +48%
DCM
37
Decade Capital Management
New York
$2.46M +$2.33M +70,521 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$2.13M +$1.07M +32,464 +114%
TCIM
39
TIAA CREF Investment Management
New York
$1.83M +$24.5K +742 +1%
OA
40
Omega Advisors
New York
$1.69M +$1.6M +48,480 New
JHIU
41
Janus Henderson Investors US
Colorado
$1.5M – – –
Wells Fargo
42
Wells Fargo
California
$1.46M +$132K +4,007 +11%
LI
43
LMCG Investments
Massachusetts
$1.43M +$1.35M +40,871 New
PAM
44
Panagora Asset Management
Massachusetts
$1.41M +$1.34M +40,419 New
Ameriprise
45
Ameriprise
Minnesota
$1.39M +$1.31M +39,735 New
PI
46
Putnam Investments
Massachusetts
$1.21M +$791K +23,948 +223%
UBS Group
47
UBS Group
Switzerland
$834K +$789K +23,880 New
BIM
48
BlackRock Investment Management
Delaware
$805K -$4.06K -123 -0.5%
Charles Schwab
49
Charles Schwab
California
$791K +$203K +6,134 +37%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$769K +$727K +22,010 New
1
2
3 4 5

MC Hedge Fund Activity: Q4 2014 in Review

99 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2014, worth a combined $494M — up 80% from $274M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MC positions and 3 closed out — a net gain of 41 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $30.3M. The largest seller was CNA Financial, cutting an estimated $7.21M.

  • 99 institutional investors held Moelis & Co (MC) as of Q4 2014, up from 59 in Q3 2014.
  • Funds reported $494M of Moelis & Co stock for Q4 2014, up 80% quarter-over-quarter.
  • 44 funds opened new Moelis & Co positions in Q4 2014 and 3 closed out, a net change of +41 holders.
  • The largest Moelis & Co buyer in Q4 2014 was Jennison Associates, an estimated $30.3M added.
  • The largest Moelis & Co seller in Q4 2014 was CNA Financial, an estimated $7.21M sold.

Based on aggregated 13F filings for Q4 2014.