Moelis & Co
59 hedge funds and large institutions have $274M invested in Moelis & Co in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 13 closing their positions.
253% more call options, than puts
Call options by funds: $120K | Put options by funds: $34K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
1% more capital invested
Capital invested by funds: $271M → $274M (+$2.86M)
0.34% less ownership
Funds ownership: 53.35% → 53.01% (-0.34%)
3% less funds holding
Funds holding: 61 → 59 (-2)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.73M |
| 2 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$3.67M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$3.14M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$3.11M |
| 5 |
Millennium Management
New York
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$8.3M |
| 2 |
JP Morgan Chase
New York
|
-$6.46M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.64M |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
-$1.47M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.41M |
MC Hedge Fund Activity: Q3 2014 in Review
59 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2014, worth a combined $274M — up 1.1% from $271M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of MC and 11 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 24 added.
The largest buyer was Fidelity Investments, adding an estimated $3.73M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $8.3M sold.
- 59 institutional investors held Moelis & Co (MC) as of Q3 2014, down from 61 in Q2 2014.
- Funds reported $274M of Moelis & Co stock for Q3 2014, up 1.1% quarter-over-quarter.
- 11 funds opened new Moelis & Co positions in Q3 2014 and 13 closed out, a net change of -2 holders.
- The largest Moelis & Co buyer in Q3 2014 was Fidelity Investments, an estimated $3.73M added.
- The largest Moelis & Co seller in Q3 2014 was Philadelphia Financial Management of San Francisco, an estimated $8.3M sold.
Based on aggregated 13F filings for Q3 2014.