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Moelis & Co

190 hedge funds and large institutions have $1.83B invested in Moelis & Co in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $1.49M

107% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 42

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

26% more capital invested

Capital invested by funds: $1.46B → $1.83B (+$375M)

12.5% more ownership

Funds ownership: 97.7%110.2% (+12%)

9% more funds holding

Funds holding: 174190 (+16)

Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
3.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
87
Reduced
42
Closed
21
Calls
$3.48M
Puts
$1.49M
Net Calls
+$1.99M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
26
Capital World Investors
California
$22.4M
EA
27
Emerald Advisers
Pennsylvania
$20.9M +$388K +12,368 +2%
Bank of America
28
Bank of America
North Carolina
$18.5M +$1.56M +49,843 +9%
Norges Bank
29
Norges Bank
Norway
$18.5M +$786K +25,050 +4%
EMFAT
30
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.3M +$1.24M +39,368 +7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$17.2M +$624K +19,874 +4%
TCM
32
Tributary Capital Management
Nebraska
$15.1M +$1.09M +34,657 +8%
Charles Schwab
33
Charles Schwab
California
$14.1M +$989K +31,525 +8%
PF
34
Phoenix Financial
Israel
$12.3M
Ameriprise
35
Ameriprise
Minnesota
$11.2M +$184K +5,864 +2%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$9.67M +$156K +4,973 +2%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.56M +$426K +13,578 +5%
HCL
38
Heard Capital LLC
Illinois
$9.26M +$2.88M +91,777 +45%
UBS Group
39
UBS Group
Switzerland
$8.37M -$1.17M -37,312 -12%
RJA
40
Raymond James & Associates
Florida
$6.92M +$79.2K +2,524 +1%
PC
41
Pier Capital
Connecticut
$6.79M +$3.95M +125,944 +137%
MOACM
42
Mutual of America Capital Management
New York
$6.58M +$2.15M +68,383 +48%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$6.56M +$58.6K +1,867 +0.9%
N
44
Nuveen
North Carolina
$6.16M -$5.02M -160,077 -45%
WAM
45
Winslow Asset Management
Ohio
$5.8M -$29.6K -942 -0.5%
Deutsche Bank
46
Deutsche Bank
Germany
$5.74M -$562K -17,900 -9%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5.66M +$4.94M +157,249 +645%
Goldman Sachs
48
Goldman Sachs
New York
$4.65M +$1.32M +42,089 +39%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$4.41M +$233K +7,437 +6%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$4.38M +$1.44M +46,034 +49%