Moelis & Co
314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.
119% more call options, than puts
Call options by funds: $3.18M | Put options by funds: $1.45M
82% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 33
20% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 99
8% more funds holding
Funds holding: 290 → 314 (+24)
3.01% more ownership
Funds ownership: 92.05% → 95.06% (+3%)
4% more capital invested
Capital invested by funds: $3.47B → $3.6B (+$130M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$29.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.7M |
| 3 |
Millennium Management
New York
|
+$25.3M |
| 4 |
Goldman Sachs
New York
|
+$20.4M |
| 5 |
Morgan Stanley
New York
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$28.9M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$21.2M |
| 3 |
JP Morgan Chase
New York
|
-$14.4M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$12.9M |
| 5 |
RA
Royce & Associates
New York
|
-$12.6M |
MC Hedge Fund Activity: Q4 2021 in Review
314 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2021, worth a combined $3.6B — up 3.8% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new MC positions and 33 closed out — a net gain of 27 holders — while 119 added to existing stakes and 99 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $29.6M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $28.9M.
- 314 institutional investors held Moelis & Co (MC) as of Q4 2021, up from 290 in Q3 2021.
- Funds reported $3.6B of Moelis & Co stock for Q4 2021, up 3.8% quarter-over-quarter.
- 60 funds opened new Moelis & Co positions in Q4 2021 and 33 closed out, a net change of +27 holders.
- The largest Moelis & Co buyer in Q4 2021 was AllianceBernstein, an estimated $29.6M added.
- The largest Moelis & Co seller in Q4 2021 was Vaughan Nelson Investment Management, an estimated $28.9M sold.
Based on aggregated 13F filings for Q4 2021.