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Moelis & Co
MC

Overview Fund Activity

109 hedge funds and large institutions have $592M invested in Moelis & Co in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
18
Increased
52
Reduced
27
Closed
8
Calls
$1.22M
Puts
–
Net Calls
+$1.22M
Net Calls Change
+$1.22M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$18.8M
2
Capital World Investors
2
Capital World Investors
California
$24.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$48.2M
4
NIP
4
Nicholas Investment Partners
California
$5.14M
5
BFA
5
BlackRock Fund Advisors
California
$21.9M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$64.3M
2
RA
2
Royce & Associates
New York
$59.6M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$0
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$0
5
American Century Companies
5
American Century Companies
Missouri
$711K
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$4.55M +$163K +4,803 +4%
Deutsche Bank
27
Deutsche Bank
Germany
$4.41M -$488K -14,410 -10%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$4.13M -$626K -18,473 -13%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$4.09M +$2.2M +64,771 +116%
TCIM
30
TIAA CREF Investment Management
New York
$4.09M -$116K -3,428 -3%
Two Sigma Investments
31
Two Sigma Investments
New York
$3.58M -$232K -6,857 -6%
EA
32
Emerald Advisers
Pennsylvania
$3.38M +$3.38M +99,831 New
TA
33
Teachers Advisors
New York
$3.37M +$1.57M +46,431 +88%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.35M -$97.2K -2,869 -3%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$3.29M -$403K -11,900 -11%
SIM
36
Spark Investment Management
New York
$3M +$1.31M +38,600 +77%
RP
37
Raiff Partners
New York
$2.54M +$2.54M +75,000 New
Charles Schwab
38
Charles Schwab
California
$2.48M +$323K +9,512 +15%
Millennium Management
39
Millennium Management
New York
$2.44M -$128K -3,781 -5%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$2.35M +$2.35M +69,375 New
BIM
41
BlackRock Investment Management
Delaware
$2.31M +$1.25K +37 +0.1%
Wells Fargo
42
Wells Fargo
California
$2.14M +$343K +10,133 +19%
Asset Management One
43
Asset Management One
Japan
$2.01M +$2.01M +58,877 New
Goldman Sachs
44
Goldman Sachs
New York
$1.85M +$1.58M +46,696 +595%
GCP
45
GSA Capital Partners
United Kingdom
$1.75M -$74.3K -2,193 -4%
CMI
46
Cider Mill Investments
Connecticut
$1.53M +$1.53M +45,076 New
AAMU
47
AEGON Asset Management (UK)
United Kingdom
$1.33M -$70.5K -2,081 -5%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.3M -$30.5K -900 -2%
CIA
49
Capital Impact Advisors
Massachusetts
$1.16M – – –
UBS AM
50
UBS AM
Illinois
$1.15M -$185K -5,452 -14%
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