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Moelis & Co
MC

144 hedge funds and large institutions have $973M invested in Moelis & Co in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

13% more funds holding

Funds holding: 128 → 144 (+16)

2% more capital invested

Capital invested by funds: $953M → $973M (+$20.3M)

1.23% less ownership

Funds ownership: 95.12% → 93.89% (-1.2%)

11% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.75M

Holders
144
Holders Change
+16
Holders Change %
+12.5%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
53
Reduced
46
Closed
12
Calls
$1.57M
Puts
$1.75M
Net Calls
-$184K
Net Calls Change
+$120K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$29.6M
2
AII
AGF Investments Inc
Ontario, Canada
+$21M
3
Principal Financial Group
Principal Financial Group
Iowa
+$7.96M
4
WAM
Winslow Asset Management
Ohio
+$7.48M
5
BA
Boston Advisors
Massachusetts
+$6.09M

Top Sellers

1
RA
Royce & Associates
New York
-$18.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$10.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.98M
4
Jennison Associates
Jennison Associates
New York
-$6.95M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$7.89M -$316K -8,482 -4%
TC
27
Travelers Companies
Minnesota
$7.85M – – –
WAM
28
Winslow Asset Management
Ohio
$7.79M +$7.48M +200,646 New
Geode Capital Management
29
Geode Capital Management
Massachusetts
$7.64M +$788K +21,137 +12%
Renaissance Technologies
30
Renaissance Technologies
New York
$6.42M -$10.4M -278,716 -63%
Millennium Management
31
Millennium Management
New York
$6.36M -$4.65M -124,869 -43%
BA
32
Boston Advisors
Massachusetts
$6.35M +$6.09M +163,410 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$5.43M -$296K -7,938 -5%
TCIM
34
TIAA CREF Investment Management
New York
$5.3M +$305K +8,195 +6%
MCM
35
McKinley Capital Management
Alaska
$5.27M +$4.72M +126,598 +1,382%
NIP
36
Nicholas Investment Partners
California
$5.25M -$12.8K -344 -0.3%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$5.06M -$188K -5,035 -4%
KCM
38
Kennedy Capital Management
Missouri
$4.8M -$153K -4,112 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$4.63M -$2.15M -57,772 -33%
TA
40
Teachers Advisors
New York
$4.55M +$107K +2,863 +3%
MOACM
41
Mutual of America Capital Management
New York
$4.42M +$1.43M +38,494 +51%
Charles Schwab
42
Charles Schwab
California
$4.32M +$671K +18,020 +19%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$3.89M +$1.45M +39,000 +64%
Deutsche Bank
44
Deutsche Bank
Germany
$3.72M -$2.97M -79,622 -45%
Comerica Bank
45
Comerica Bank
Texas
$3.51M -$168K -4,496 -5%
First Trust Advisors
46
First Trust Advisors
Illinois
$3.32M +$48.5K +1,302 +2%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.21M +$87.2K +2,340 +3%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$3.17M +$46.4K +1,245 +2%
Wells Fargo
49
Wells Fargo
California
$3.04M +$743K +19,934 +34%
American Century Companies
50
American Century Companies
Missouri
$2.98M +$2.86M +76,639 New
1
2
3 4 5

MC Hedge Fund Activity: Q2 2017 in Review

144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2017, worth a combined $973M — up 2.1% from $953M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MC positions and 12 closed out — a net gain of 17 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $29.6M. The largest seller was Royce & Associates, cutting an estimated $18.7M.

  • 144 institutional investors held Moelis & Co (MC) as of Q2 2017, up from 128 in Q1 2017.
  • Funds reported $973M of Moelis & Co stock for Q2 2017, up 2.1% quarter-over-quarter.
  • 29 funds opened new Moelis & Co positions in Q2 2017 and 12 closed out, a net change of +17 holders.
  • The largest Moelis & Co buyer in Q2 2017 was Bank of America, an estimated $29.6M added.
  • The largest Moelis & Co seller in Q2 2017 was Royce & Associates, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.