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Moelis & Co

183 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $737K

38% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 50

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$141M)

6% more funds holding

Funds holding: 173183 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20.52% less ownership

Funds ownership: 110.17%89.65% (-21%)

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
69
Reduced
50
Closed
31
Calls
$4.43M
Puts
$737K
Net Calls
+$3.69M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$11.5M +$1.59M +35,293 +18%
CF
27
CNA Financial
Illinois
$10.6M
Fidelity Investments
28
Fidelity Investments
Massachusetts
$10.4M +$7.31M +161,900 +307%
WAM
29
Winslow Asset Management
Ohio
$10M +$15.6K +345 +0.2%
Millennium Management
30
Millennium Management
New York
$9.74M -$7.22M -159,759 -44%
SCA
31
Secor Capital Advisors
New York
$8.76M +$4.26M +94,416 +109%
Goldman Sachs
32
Goldman Sachs
New York
$8.25M -$70M -1,550,629 -90%
TCIM
33
TIAA CREF Investment Management
New York
$8.19M -$2.44M -54,000 -24%
PAM
34
Panagora Asset Management
Massachusetts
$7.88M +$2.3M +50,863 +46%
PC
35
Pier Capital
Connecticut
$7.87M -$172K -3,818 -2%
Charles Schwab
36
Charles Schwab
California
$7.73M +$215K +4,752 +3%
Wells Fargo
37
Wells Fargo
California
$7.42M +$629K +13,916 +10%
BA
38
Boston Advisors
Massachusetts
$7.32M -$2.34M -51,779 -26%
MCM
39
McKinley Capital Management
Alaska
$6.69M +$3.66K +81 +0.1%
MOACM
40
Mutual of America Capital Management
New York
$6.52M +$41.9K +928 +0.7%
NIP
41
Nicholas Investment Partners
California
$6.18M -$259K -5,733 -4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$5.75M -$79.4K -1,758 -1%
APG Asset Management
43
APG Asset Management
Netherlands
$5.62M +$6.28M +139,100 New
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$5.55M +$2.08M +46,100 +67%
TA
45
Teachers Advisors
New York
$5.16M +$34.9K +773 +0.7%
First Trust Advisors
46
First Trust Advisors
Illinois
$5.11M +$1.71M +37,831 +56%
HighTower Advisors
47
HighTower Advisors
Illinois
$4.97M +$1.99M +44,016 +75%
JIR
48
James Investment Research
Ohio
$4.87M +$1.71M +37,789 +60%
SIM
49
Spark Investment Management
New York
$4.84M -$1.3M -28,680 -22%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$4.66M +$297K +6,564 +7%