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Moelis & Co

128 hedge funds and large institutions have $953M invested in Moelis & Co in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

150% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 24

61% more capital invested

Capital invested by funds: $592M → $953M (+$361M)

17% more funds holding

Funds holding: 109128 (+19)

10.29% more ownership

Funds ownership: 84.83%95.12% (+10%)

10% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $3.12M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
128
Holders Change
+19
Holders Change %
+17.43%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
60
Reduced
24
Closed
8
Calls
$2.81M
Puts
$3.12M
Net Calls
-$304K
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
Travelers Companies
Minnesota
$7.78M
SIM
27
Spark Investment Management
New York
$7.25M +$3.62M +99,800 +113%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$6.82M -$14.5K -399 -0.2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$6.79M -$344K -9,500 -5%
Two Sigma Investments
30
Two Sigma Investments
New York
$6.78M +$2.55M +70,507 +67%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$6.76M +$1.5M +41,412 +31%
Deutsche Bank
32
Deutsche Bank
Germany
$6.75M +$1.64M +45,217 +35%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$5.69M +$4.81M +132,840 +895%
Prudential Financial
34
Prudential Financial
New Jersey
$5.33M +$3.97M +109,688 +381%
Goldman Sachs
35
Goldman Sachs
New York
$5.25M +$2.97M +81,877 +150%
NIP
36
Nicholas Investment Partners
California
$5.21M -$593K -16,371 -11%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$5.21M +$538K +14,855 +12%
TCIM
38
TIAA CREF Investment Management
New York
$4.93M +$276K +7,616 +6%
KCM
39
Kennedy Capital Management
Missouri
$4.92M -$2.24M -61,895 -33%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$4.76M +$63.8K +1,762 +1%
TA
41
Teachers Advisors
New York
$4.4M +$538K +14,840 +15%
BIM
42
Bogle Investment Management
Massachusetts
$4.38M +$4.13M +113,911 New
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$4.17M +$2.79M +77,140 +247%
SCA
44
Secor Capital Advisors
New York
$3.72M +$2.61M +72,080 +295%
Citadel Advisors
45
Citadel Advisors
Florida
$3.65M +$2.72M +74,990 +376%
Charles Schwab
46
Charles Schwab
California
$3.58M +$728K +20,088 +28%
Comerica Bank
47
Comerica Bank
Texas
$3.36M +$3.29M +90,882 New
First Trust Advisors
48
First Trust Advisors
Illinois
$3.24M +$2.3M +63,394 +305%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$3.1M +$401K +11,070 +16%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.09M -$671K -18,521 -19%