We are live on ! Find out more
MC icon

Moelis & Co

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.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

28% more capital invested

Capital invested by funds: $462M → $592M (+$130M)

10% more funds holding

Funds holding: 99109 (+10)

0.79% more ownership

Funds ownership: 84.05%84.83% (+0.79%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$4.54M +$136K +4,803 +4%
Deutsche Bank
27
Deutsche Bank
Germany
$4.41M -$407K -14,410 -10%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$4.13M -$522K -18,473 -13%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$4.09M +$1.83M +64,771 +116%
TCIM
30
TIAA CREF Investment Management
New York
$4.08M -$96.8K -3,428 -3%
Two Sigma Investments
31
Two Sigma Investments
New York
$3.58M -$194K -6,857 -6%
EA
32
Emerald Advisers
Pennsylvania
$3.38M +$2.82M +99,831 New
TA
33
Teachers Advisors
New York
$3.37M +$1.31M +46,431 +88%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.35M -$81K -2,869 -3%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$3.29M -$336K -11,900 -11%
SIM
36
Spark Investment Management
New York
$3M +$1.09M +38,600 +77%
RP
37
Raiff Partners
New York
$2.54M +$2.12M +75,000 New
Charles Schwab
38
Charles Schwab
California
$2.48M +$269K +9,512 +15%
Millennium Management
39
Millennium Management
New York
$2.44M -$107K -3,781 -5%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$2.35M +$1.96M +69,375 New
BIM
41
BlackRock Investment Management
Delaware
$2.31M +$1.04K +37 +0.1%
Wells Fargo
42
Wells Fargo
California
$2.13M +$286K +10,133 +19%
Asset Management One
43
Asset Management One
Japan
$2.01M +$1.66M +58,877 New
Goldman Sachs
44
Goldman Sachs
New York
$1.85M +$1.32M +46,696 +595%
GCP
45
GSA Capital Partners
United Kingdom
$1.75M -$61.9K -2,193 -4%
CMI
46
Cider Mill Investments
Connecticut
$1.53M +$1.27M +45,076 New
AAMU
47
AEGON Asset Management (UK)
United Kingdom
$1.33M -$58.7K -2,081 -5%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.3M -$25.4K -900 -2%
CIA
49
Capital Impact Advisors
Massachusetts
$1.16M
UBS AM
50
UBS AM
Illinois
$1.15M -$154K -5,452 -14%