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Moelis & Co
MC

205 hedge funds and large institutions have $2.31B invested in Moelis & Co in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $6.39M | Put options by funds: $3.68M

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

22% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 63

22% more capital invested

Capital invested by funds: $1.9B → $2.31B (+$411M)

4.92% more ownership

Funds ownership: 93.69% → 98.61% (+4.9%)

3% more funds holding

Funds holding: 200 → 205 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
4.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
77
Reduced
63
Closed
23
Calls
$6.39M
Puts
$3.68M
Net Calls
+$2.71M
Net Calls Change
+$4.51M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$97.4M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$64.4M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$46.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$17M
5
APG Asset Management
APG Asset Management
Netherlands
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
MWNA
Marshall Wace North America
New York
-$26.4M
2
AII
AGF Investments Inc
Ontario, Canada
-$26.3M
3
Ameriprise
Ameriprise
Minnesota
-$18.9M
4
LCM
Laurion Capital Management
New York
-$17.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$18.5M +$241K +4,199 +1%
Goldman Sachs
27
Goldman Sachs
New York
$16.1M -$2.26M -39,297 -13%
Renaissance Technologies
28
Renaissance Technologies
New York
$15.3M +$942K +16,400 +7%
RA
29
Royce & Associates
New York
$14.9M -$12M -209,692 -45%
UBS Group
30
UBS Group
Switzerland
$14.7M +$790K +13,757 +6%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$13.2M -$2.24M -38,900 -15%
MWNA
32
Marshall Wace North America
New York
$13.2M -$26.4M -459,420 -67%
CF
33
CNA Financial
Illinois
$12.8M – – –
WAM
34
Winslow Asset Management
Ohio
$12M +$23.4K +407 +0.2%
Charles Schwab
35
Charles Schwab
California
$11.7M +$1.67M +29,147 +17%
OAM
36
Origin Asset Management
United Kingdom
$10.2M +$3.46M +60,300 +53%
NIP
37
Nicholas Investment Partners
California
$10.1M +$125K +2,176 +1%
BA
38
Boston Advisors
Massachusetts
$8.82M -$362K -6,295 -4%
HCM
39
Hodges Capital Management
Texas
$8.75M -$1.46M -25,390 -15%
RJA
40
Raymond James & Associates
Florida
$8.48M +$236K +4,114 +3%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.12M -$1.79M -31,190 -18%
GLA
42
Great Lakes Advisors
Illinois
$7.61M +$7.46M +129,814 New
TCIM
43
TIAA CREF Investment Management
New York
$7.57M +$424K +7,386 +6%
Citadel Advisors
44
Citadel Advisors
Florida
$7.55M +$4.44M +77,313 +151%
First Trust Advisors
45
First Trust Advisors
Illinois
$7.39M +$271K +4,709 +4%
MOACM
46
Mutual of America Capital Management
New York
$7.13M – – –
Neuberger Berman Group
47
Neuberger Berman Group
New York
$7.04M +$21.1K +368 +0.3%
PPA
48
Parametric Portfolio Associates
Washington
$6.87M +$4.85M +84,464 +259%
TA
49
Teachers Advisors
New York
$6.49M +$246K +4,286 +4%
Allianz Asset Management
50
Allianz Asset Management
Germany
$6.21M +$3.96M +68,845 +186%
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MC Hedge Fund Activity: Q2 2018 in Review

205 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2018, worth a combined $2.31B — up 22% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MC positions and 23 closed out — a net gain of 8 holders — while 77 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $97.4M. The largest seller was Marshall Wace North America, cutting an estimated $26.4M.

  • 205 institutional investors held Moelis & Co (MC) as of Q2 2018, up from 200 in Q1 2018.
  • Funds reported $2.31B of Moelis & Co stock for Q2 2018, up 22% quarter-over-quarter.
  • 31 funds opened new Moelis & Co positions in Q2 2018 and 23 closed out, a net change of +8 holders.
  • The largest Moelis & Co buyer in Q2 2018 was BlackRock, an estimated $97.4M added.
  • The largest Moelis & Co seller in Q2 2018 was Marshall Wace North America, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2018.