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Moelis & Co
MC

195 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 196 → 195 (-1)

0.95% less ownership

Funds ownership: 91.97% → 91.02% (-0.95%)

7% less capital invested

Capital invested by funds: $1.58B → $1.47B (-$106M)

82% less call options, than puts

Call options by funds: $917K | Put options by funds: $5.19M

Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
75
Reduced
62
Closed
29
Calls
$917K
Puts
$5.19M
Net Calls
-$4.28M
Net Calls Change
-$4.96M

Top Buyers

1
LCOV
London Company of Virginia
Virginia
+$51M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$38.1M
3
JP Morgan Chase
JP Morgan Chase
New York
+$36.8M
4
SSA
Schonfeld Strategic Advisors
New York
+$11.6M
5
Marshall Wace
Marshall Wace
United Kingdom
+$8.93M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$92.4M
2
AIM
Artemis Investment Management
United Kingdom
-$21M
3
APG Asset Management
APG Asset Management
Netherlands
-$16.7M
4
Ameriprise
Ameriprise
Minnesota
-$14.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$9.54M -$1.03M -30,314 -9%
Two Sigma Investments
27
Two Sigma Investments
New York
$8.89M +$2.23M +65,752 +32%
Marshall Wace
28
Marshall Wace
United Kingdom
$8.65M +$8.93M +263,401 New
PC
29
Pier Capital
Connecticut
$8.44M +$404K +11,901 +5%
RJA
30
Raymond James & Associates
Florida
$8.11M +$2.25M +66,407 +37%
Man Group
31
Man Group
United Kingdom
$7.99M +$7.02M +206,852 +570%
SC
32
Southside Capital
Florida
$7.06M -$339K -10,000 -4%
UBS Group
33
UBS Group
Switzerland
$7.05M -$2.76M -81,239 -27%
ECA
34
Endeavour Capital Advisors
Connecticut
$6.97M +$96.6K +2,848 +1%
N
35
Nuveen
North Carolina
$6.15M +$111K +3,286 +2%
WAM
36
Winslow Asset Management
Ohio
$5.96M -$732K -21,590 -11%
Invesco
37
Invesco
Georgia
$5.63M -$738K -21,768 -11%
MIP
38
Mondrian Investment Partners
United Kingdom
$5.29M +$5.47M +161,198 New
MOACM
39
Mutual of America Capital Management
New York
$4.93M -$28.3K -835 -0.6%
MCM
40
Maltese Capital Management
New York
$4.93M -$2.12M -62,400 -29%
BCMNY
41
Buckingham Capital Management (New York)
New York
$4.89M +$519K +15,300 +11%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$4.86M -$4.55M -134,020 -48%
AssetMark Inc
43
AssetMark Inc
California
$4.85M +$376K +11,088 +8%
Citadel Advisors
44
Citadel Advisors
Florida
$4.84M -$1.74M -51,234 -26%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$4.79M +$216K +6,357 +5%
Morgan Stanley
46
Morgan Stanley
New York
$4.72M +$600K +17,692 +14%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$4.71M +$4.18M +123,223 +607%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$4.5M +$780K +23,000 +20%
Millennium Management
49
Millennium Management
New York
$4.34M -$5.49M -161,746 -55%
Goldman Sachs
50
Goldman Sachs
New York
$4.28M +$462K +13,612 +12%
1
2
3 4 5

MC Hedge Fund Activity: Q3 2019 in Review

195 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2019, worth a combined $1.47B — down 6.7% from $1.58B a quarter earlier.

Fund positioning in MC was balanced in Q3 2019: 29 funds opened new positions, 29 closed out, 75 added to existing stakes and 62 trimmed.

The largest buyer was London Company of Virginia, adding an estimated $51M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $92.4M.

  • 195 institutional investors held Moelis & Co (MC) as of Q3 2019, down from 196 in Q2 2019.
  • Funds reported $1.47B of Moelis & Co stock for Q3 2019, down 6.7% quarter-over-quarter.
  • 29 funds opened new Moelis & Co positions in Q3 2019 and 29 closed out, a net change of 0 holders.
  • The largest Moelis & Co buyer in Q3 2019 was London Company of Virginia, an estimated $51M added.
  • The largest Moelis & Co seller in Q3 2019 was Kayne Anderson Rudnick Investment Management, an estimated $92.4M sold.

Based on aggregated 13F filings for Q3 2019.