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Moelis & Co
MC

88 hedge funds and large institutions have $483M invested in Moelis & Co in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

15% more capital invested

Capital invested by funds: $418M → $483M (+$64.6M)

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

4% more funds holding

Funds holding: 85 → 88 (+3)

3.46% more ownership

Funds ownership: 78.91% → 82.37% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
32
Reduced
28
Closed
8
Calls
$79K
Puts
–
Net Calls
+$79K
Net Calls Change
+$50K

Top Buyers

1
RA
Royce & Associates
New York
+$19.3M
2
Bank of America
Bank of America
North Carolina
+$9.12M
3
BFA
BlackRock Fund Advisors
California
+$4.22M
4
Jennison Associates
Jennison Associates
New York
+$3.67M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.48M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.46M
3
LCM
Lomas Capital Management
New York
-$5.48M
4
GL
GLG LLC
New York
-$2.84M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$4.17M +$788K +27,539 +24%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$3.69M +$2.14M +74,860 +145%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$3.58M +$1.07M +37,297 +44%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.93M +$421K +14,701 +17%
Millennium Management
30
Millennium Management
New York
$2.43M +$2.39M +83,382 New
PCM
31
PAR Capital Management
Massachusetts
$2.19M -$716K -25,000 -25%
UBS AM
32
UBS AM
Illinois
$1.78M +$1.48M +51,634 +549%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.77M +$1.73M +60,562 New
BIM
34
BlackRock Investment Management
Delaware
$1.71M -$1.03K -36 -0.1%
Charles Schwab
35
Charles Schwab
California
$1.68M +$179K +6,238 +12%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$1.65M +$225K +7,850 +16%
AC
37
Alpenglow Capital
California
$1.61M -$1.44M -50,149 -48%
PAM
38
Panagora Asset Management
Massachusetts
$1.58M +$811K +28,343 +110%
UBS Group
39
UBS Group
Switzerland
$1.54M +$405K +14,154 +36%
Wells Fargo
40
Wells Fargo
California
$1.52M +$75.8K +2,646 +5%
MAM
41
Martingale Asset Management
Massachusetts
$1.36M -$77.6K -2,712 -5%
RFC
42
Russell Frank Company
Washington
$1.18M – – –
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$1.15M – – –
IP
44
Interval Partners
New York
$1.13M -$1.03M -35,849 -48%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$953K +$17.6K +615 +2%
SS
46
Simplicity Solutions
Minnesota
$908K +$891K +31,124 New
CIA
47
Capital Impact Advisors
Massachusetts
$903K – – –
GL
48
GLG LLC
New York
$727K -$2.84M -99,200 -80%
TA
49
Teachers Advisors
New York
$727K – – –
SO
50
STRS Ohio
Ohio
$714K -$34.4K -1,200 -5%
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MC Hedge Fund Activity: Q4 2015 in Review

88 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2015, worth a combined $483M — up 15% from $418M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MC positions and 8 closed out — a net gain of 4 holders — while 32 added to existing stakes and 28 trimmed.

The largest buyer was Royce & Associates, adding an estimated $19.3M. The largest seller was Goldman Sachs, cutting an estimated $6.5M.

  • 88 institutional investors held Moelis & Co (MC) as of Q4 2015, up from 85 in Q3 2015.
  • Funds reported $483M of Moelis & Co stock for Q4 2015, up 15% quarter-over-quarter.
  • 12 funds opened new Moelis & Co positions in Q4 2015 and 8 closed out, a net change of +4 holders.
  • The largest Moelis & Co buyer in Q4 2015 was Royce & Associates, an estimated $19.3M added.
  • The largest Moelis & Co seller in Q4 2015 was Goldman Sachs, an estimated $6.5M sold.

Based on aggregated 13F filings for Q4 2015.