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Moelis & Co

96 hedge funds and large institutions have $391M invested in Moelis & Co in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 9596 (+1)

1.01% more ownership

Funds ownership: 83.92%84.93% (+1%)

18% less capital invested

Capital invested by funds: $479M → $391M (-$87.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
43
Reduced
30
Closed
10
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$2.99M -$275K -10,295 -7%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$2.98M +$228K +8,541 +7%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$2.88M +$166K +6,200 +5%
Two Sigma Investments
29
Two Sigma Investments
New York
$2.47M +$880K +32,945 +43%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.35M +$95.5K +3,575 +4%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.32M -$600K -22,459 -18%
Millennium Management
32
Millennium Management
New York
$1.8M -$801K -29,989 -27%
SIM
33
Spark Investment Management
New York
$1.67M +$395K +14,800 +25%
BIM
34
BlackRock Investment Management
Delaware
$1.53M +$120K +4,504 +7%
UBS Group
35
UBS Group
Switzerland
$1.43M -$137K -5,121 -7%
Charles Schwab
36
Charles Schwab
California
$1.36M +$35.4K +1,326 +2%
AC
37
Alpenglow Capital
California
$1.33M -$521K -19,521 -25%
Wells Fargo
38
Wells Fargo
California
$1.13M -$31.1K -1,165 -2%
MAM
39
Martingale Asset Management
Massachusetts
$1.02M -$69.8K -2,614 -5%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$1M +$927K +34,700 +349%
AAMU
41
AEGON Asset Management (UK)
United Kingdom
$994K +$1.18M +44,214 New
GCP
42
GSA Capital Partners
United Kingdom
$933K +$618K +23,125 +126%
UBS AM
43
UBS AM
Illinois
$898K -$849K -31,800 -44%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$877K +$44.6K +1,669 +4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$811K +$106K +3,970 +12%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$774K -$574K -21,493 -38%
CIA
47
Capital Impact Advisors
Massachusetts
$772K
Swiss National Bank
48
Swiss National Bank
Switzerland
$743K +$107K +4,000 +14%
TA
49
Teachers Advisors
New York
$669K +$62.9K +2,356 +9%
PAM
50
Panagora Asset Management
Massachusetts
$644K -$593K -22,205 -44%