We are live on ! Find out more
MC icon

Moelis & Co

128 hedge funds and large institutions have $953M invested in Moelis & Co in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

150% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 24

61% more capital invested

Capital invested by funds: $592M → $953M (+$361M)

17% more funds holding

Funds holding: 109128 (+19)

10.29% more ownership

Funds ownership: 84.83%95.12% (+10%)

10% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $3.12M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
128
Holders Change
+19
Holders Change %
+17.43%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
60
Reduced
24
Closed
8
Calls
$2.81M
Puts
$3.12M
Net Calls
-$304K
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
51
EAM Investors
California
$3M +$2.82M +77,817 New
MOACM
52
Mutual of America Capital Management
New York
$2.9M +$2.73M +75,400 New
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$2.33M -$1.3M -35,800 -37%
Wells Fargo
54
Wells Fargo
California
$2.24M -$172K -4,741 -8%
O
55
OppenheimerFunds
New York
$2.14M +$1.45M +40,009 +259%
JIR
56
James Investment Research
Ohio
$2.08M +$1.96M +54,087 New
SEI Investments
57
SEI Investments
Pennsylvania
$2.06M +$1.93M +53,416 New
Asset Management One
58
Asset Management One
Japan
$2.05M -$177K -4,887 -8%
GC
59
Globeflex Capital
California
$1.9M +$1.79M +49,338 New
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$1.85M +$1.74M +47,995 +22,323%
GCP
61
GSA Capital Partners
United Kingdom
$1.85M -$129K -3,548 -7%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.78M +$290K +8,000 +21%
CIA
63
Capital Impact Advisors
Massachusetts
$1.72M +$372K +10,271 +30%
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.63M +$341K +9,400 +28%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$1.63M +$1.02M +28,141 +199%
GC
66
Guggenheim Capital
Illinois
$1.6M +$513K +14,166 +52%
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.56M +$656K +18,100 +81%
RP
68
Raiff Partners
New York
$1.54M -$1.27M -35,000 -47%
AAMU
69
AEGON Asset Management (UK)
United Kingdom
$1.49M -$22.1K -610 -2%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$1.44M +$338K +9,331 +33%
Stifel Financial
71
Stifel Financial
Missouri
$1.39M +$1.31M +36,064 New
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$1.22M +$125K +3,464 +12%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$1.08M +$683K +18,844 +206%
CBB
74
Citizens Business Bank
California
$1.06M
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
$1.05M +$112K +3,088 +13%