Moelis & Co
221 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 43 closing their positions.
1,193% more call options, than puts
Call options by funds: $4.17M | Put options by funds: $323K
44% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 59
21% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 43
4% more funds holding
Funds holding: 213 → 221 (+8)
1.62% less ownership
Funds ownership: 94.41% → 92.8% (-1.6%)
38% less capital invested
Capital invested by funds: $2.36B → $1.45B (-$907M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$27.6M |
| 2 |
Millennium Management
New York
|
+$12.8M |
| 3 |
RA
Royce & Associates
New York
|
+$9.35M |
| 4 |
Renaissance Technologies
New York
|
+$8.97M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$8.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$73.6M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$45.1M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
-$8.12M |
MC Hedge Fund Activity: Q4 2018 in Review
221 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2018, worth a combined $1.45B — down 38% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MC positions and 43 closed out — a net gain of 9 holders — while 85 added to existing stakes and 59 trimmed.
The largest buyer was Jennison Associates, adding an estimated $27.6M. The largest seller was BlackRock, cutting an estimated $73.6M.
- 221 institutional investors held Moelis & Co (MC) as of Q4 2018, up from 213 in Q3 2018.
- Funds reported $1.45B of Moelis & Co stock for Q4 2018, down 38% quarter-over-quarter.
- 52 funds opened new Moelis & Co positions in Q4 2018 and 43 closed out, a net change of +9 holders.
- The largest Moelis & Co buyer in Q4 2018 was Jennison Associates, an estimated $27.6M added.
- The largest Moelis & Co seller in Q4 2018 was BlackRock, an estimated $73.6M sold.
Based on aggregated 13F filings for Q4 2018.