Moelis & Co
61 hedge funds and large institutions have $271M invested in Moelis & Co in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
53.35% more ownership
Funds ownership: 0% → 53.35% (+53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$34.9M |
| 2 |
BAMCO Inc
New York
|
+$24M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$23.3M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$19.2M |
| 5 |
LCM
Lomas Capital Management
New York
|
+$14.9M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
51
American International Group
New York
| $162K | +$146K | +4,822 | New |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $147K | +$133K | +4,372 | New |
|
|
BA
53
BlackRock Advisors
Wilmington,
Delaware
| $108K | +$97.5K | +3,213 | New |
|
|
MCM
54
Mazama Capital Management
Portland,
Oregon
| $76K | +$69.3K | +2,284 | New |
|
|
VFA
55
Virtus Fund Advisers
Hartford,
Connecticut
| $21K | +$19.1K | +628 | New |
|
56
Creative Planning
Overland Park,
Kansas
| $13K | +$12.1K | +400 | New |
|
|
GSC
57
Ground Swell Capital
Folly Beach,
South Carolina
| $5K | +$4.61K | +152 | New |
|
58
Barclays
London,
United Kingdom
| $5K | +$4.91K | +162 | New |
|
59
Citigroup
New York
| $2K | +$1.88K | +62 | New |
|
60
Bank of America
Charlotte,
North Carolina
| $1K | +$1.03K | +34 | New |
|
61
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1K | +$1.27K | +42 | New |
|
MC Hedge Fund Activity: Q2 2014 in Review
61 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2014, worth a combined $271M.
Buyers outnumbered sellers: 61 funds opened new MC positions and 0 closed out — a net gain of 61 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $34.9M.
- 61 institutional investors held Moelis & Co (MC) as of Q2 2014, up from 0 in Q1 2014.
- Funds reported $271M of Moelis & Co stock for Q2 2014.
- 61 funds opened new Moelis & Co positions in Q2 2014 and 0 closed out, a net change of +61 holders.
- The largest Moelis & Co buyer in Q2 2014 was JP Morgan Chase, an estimated $34.9M added.
Based on aggregated 13F filings for Q2 2014.