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Moelis & Co
MC

Overview Fund Activity

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
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
$2.82M
Puts
$3.12M
Net Calls
-$304K
Net Calls Change
-$1.53M

Top Buyers

1
BlackRock
1
BlackRock
New York
$86.1M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$39.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$77.3M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$21.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$73.9M

Top Sellers

1
RA
1
Royce & Associates
New York
$49.8M
2
KCM
2
Kennedy Capital Management
Missouri
$4.92M
3
Jennison Associates
3
Jennison Associates
New York
$34M
4
CMI
4
Cider Mill Investments
Connecticut
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
51
EAM Investors
California
$3M +$3M +77,817 New
MOACM
52
Mutual of America Capital Management
New York
$2.9M +$2.9M +75,400 New
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$2.33M -$1.36M -35,800 -37%
Wells Fargo
54
Wells Fargo
California
$2.24M -$182K -4,741 -8%
O
55
OppenheimerFunds
New York
$2.14M +$1.54M +40,009 +259%
JIR
56
James Investment Research
Ohio
$2.08M +$2.08M +54,087 New
SEI Investments
57
SEI Investments
Pennsylvania
$2.06M +$2.06M +53,416 New
Asset Management One
58
Asset Management One
Japan
$2.05M -$185K -4,887 -8%
GC
59
Globeflex Capital
California
$1.9M +$1.9M +49,338 New
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$1.86M +$1.85M +47,995 +22,323%
GCP
61
GSA Capital Partners
United Kingdom
$1.85M -$137K -3,548 -7%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.79M +$308K +8,000 +21%
CIA
63
Capital Impact Advisors
Massachusetts
$1.72M +$395K +10,271 +30%
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.63M +$362K +9,400 +28%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$1.63M +$1.08M +28,141 +199%
GC
66
Guggenheim Capital
Illinois
$1.6M +$545K +14,166 +52%
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.56M +$697K +18,100 +81%
RP
68
Raiff Partners
New York
$1.54M -$1.35M -35,000 -47%
AAMU
69
AEGON Asset Management (UK)
United Kingdom
$1.49M -$23.4K -610 -2%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$1.44M +$359K +9,331 +33%
Stifel Financial
71
Stifel Financial
Missouri
$1.39M +$1.39M +36,064 New
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$1.22M +$133K +3,464 +12%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$1.08M +$726K +18,844 +206%
CBB
74
Citizens Business Bank
California
$1.06M – – –
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
$1.05M +$119K +3,088 +13%
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3
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