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Moelis & Co

96 hedge funds and large institutions have $391M invested in Moelis & Co in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 9596 (+1)

1.01% more ownership

Funds ownership: 83.92%84.93% (+1%)

18% less capital invested

Capital invested by funds: $479M → $391M (-$87.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
43
Reduced
30
Closed
10
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
KGI
51
KBI Global Investors
Ireland
$616K +$731K +27,375 New
SO
52
STRS Ohio
Ohio
$612K +$72.1K +2,700 +11%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$555K +$320K +11,995 +95%
AllianceBernstein
54
AllianceBernstein
Tennessee
$538K +$126K +4,700 +24%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$502K +$120K +4,500 +25%
CS
56
Credit Suisse
Switzerland
$451K -$821K -30,730 -61%
Goldman Sachs
57
Goldman Sachs
New York
$437K +$518K +19,410 New
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$416K -$280K -10,479 -36%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$397K +$2.3K +86 +0.5%
ARTA
60
A.R.T. Advisors
New York
$394K +$468K +17,522 New
TI
61
Trexquant Investment
Connecticut
$375K -$422K -15,785 -49%
Victory Capital Management
62
Victory Capital Management
Texas
$342K +$60.8K +2,277 +18%
Mackenzie Financial
63
Mackenzie Financial
Ontario, Canada
$316K +$375K +14,050 New
GC
64
Guggenheim Capital
Illinois
$310K -$62.5K -2,340 -15%
Capital Fund Management (CFM)
65
Capital Fund Management (CFM)
France
$294K -$145K -5,437 -29%
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$291K
Los Angeles Capital Management
67
Los Angeles Capital Management
California
$286K -$707K -26,465 -68%
NFA
68
Nationwide Fund Advisors
Ohio
$274K -$237K -8,888 -42%
BG
69
BlackRock Group
United Kingdom
$263K +$116K +4,360 +59%
CG
70
Clinton Group
New York
$246K +$292K +10,944 New
AIG
71
American International Group
New York
$241K +$10.6K +396 +4%
EA
72
Emerald Acquisition
Washington
$222K +$264K +9,883 New
BA
73
BlackRock Advisors
Delaware
$213K +$24.6K +920 +11%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$206K
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$94K +$96.3K +3,607 +611%