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Moelis & Co
MC

95 hedge funds and large institutions have $479M invested in Moelis & Co in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

8% more funds holding

Funds holding: 88 → 95 (+7)

1.55% more ownership

Funds ownership: 82.37% → 83.92% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $483M → $479M (-$4.16M)

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
46
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$22.7M
2
Capital World Investors
Capital World Investors
California
+$10.8M
3
Principal Financial Group
Principal Financial Group
Iowa
+$6.94M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.48M

Top Sellers

1
LCM
Lomas Capital Management
New York
-$15.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.77M
3
MCM
Maltese Capital Management
New York
-$4.82M
4
Goldman Sachs
Goldman Sachs
New York
-$4.72M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$3.44M -$6.77M -264,200 -68%
Millennium Management
27
Millennium Management
New York
$3.11M +$683K +26,646 +32%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.85M +$17.7K +690 +0.7%
LCM
29
Lomas Capital Management
New York
$2.46M -$15.2M -592,164 -87%
Deutsche Bank
30
Deutsche Bank
Germany
$2.33M -$1.82M -70,920 -46%
AC
31
Alpenglow Capital
California
$2.22M +$602K +23,499 +43%
Two Sigma Investments
32
Two Sigma Investments
New York
$2.17M +$421K +16,444 +27%
UBS AM
33
UBS AM
Illinois
$2.02M +$274K +10,683 +18%
IP
34
Interval Partners
New York
$2.01M +$831K +32,447 +84%
UBS Group
35
UBS Group
Switzerland
$1.94M +$403K +15,709 +30%
BIM
36
BlackRock Investment Management
Delaware
$1.8M +$133K +5,198 +9%
SIM
37
Spark Investment Management
New York
$1.68M +$1.24M +48,300 +431%
Charles Schwab
38
Charles Schwab
California
$1.67M +$36.9K +1,441 +3%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.58M -$19.2K -750 -1%
RFC
40
Russell Frank Company
Washington
$1.57M +$394K +15,383 +38%
Wells Fargo
41
Wells Fargo
California
$1.45M -$21.4K -837 -2%
PAM
42
Panagora Asset Management
Massachusetts
$1.44M -$85.1K -3,323 -6%
CS
43
Credit Suisse
Switzerland
$1.43M +$835K +32,573 +179%
MAM
44
Martingale Asset Management
Massachusetts
$1.35M +$29.5K +1,151 +2%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$1.11M -$7.3K -285 -0.7%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.05M +$119K +4,658 +14%
CIA
47
Capital Impact Advisors
Massachusetts
$969K +$86.4K +3,373 +11%
TI
48
Trexquant Investment
Connecticut
$916K +$308K +12,029 +59%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$906K +$822K +32,089 New
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$818K +$337K +13,169 +83%
1
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MC Hedge Fund Activity: Q1 2016 in Review

95 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2016, worth a combined $479M — down 0.86% from $483M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MC positions and 10 closed out — a net gain of 7 holders — while 46 added to existing stakes and 23 trimmed.

The largest buyer was Royce & Associates, adding an estimated $22.7M. The largest seller was Lomas Capital Management, cutting an estimated $15.2M.

  • 95 institutional investors held Moelis & Co (MC) as of Q1 2016, up from 88 in Q4 2015.
  • Funds reported $479M of Moelis & Co stock for Q1 2016, down 0.86% quarter-over-quarter.
  • 17 funds opened new Moelis & Co positions in Q1 2016 and 10 closed out, a net change of +7 holders.
  • The largest Moelis & Co buyer in Q1 2016 was Royce & Associates, an estimated $22.7M added.
  • The largest Moelis & Co seller in Q1 2016 was Lomas Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2016.