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Moelis & Co
MC

144 hedge funds and large institutions have $973M invested in Moelis & Co in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

13% more funds holding

Funds holding: 128 → 144 (+16)

2% more capital invested

Capital invested by funds: $953M → $973M (+$20.3M)

1.23% less ownership

Funds ownership: 95.12% → 93.89% (-1.2%)

11% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.75M

Holders
144
Holders Change
+16
Holders Change %
+12.5%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
53
Reduced
46
Closed
12
Calls
$1.57M
Puts
$1.75M
Net Calls
-$184K
Net Calls Change
+$120K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$29.6M
2
AII
AGF Investments Inc
Ontario, Canada
+$21M
3
Principal Financial Group
Principal Financial Group
Iowa
+$7.96M
4
WAM
Winslow Asset Management
Ohio
+$7.48M
5
BA
Boston Advisors
Massachusetts
+$6.09M

Top Sellers

1
RA
Royce & Associates
New York
-$18.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$10.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.98M
4
Jennison Associates
Jennison Associates
New York
-$6.95M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
51
EAM Investors
California
$2.82M -$195K -5,239 -7%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$2.55M -$4.12M -110,700 -63%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$2.48M -$2.23M -59,733 -48%
SEI Investments
54
SEI Investments
Pennsylvania
$2.41M +$322K +8,632 +16%
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$2.33M +$658K +17,661 +42%
Allianz Asset Management
56
Allianz Asset Management
Germany
$2.23M +$2.14M +57,561 New
Prudential Financial
57
Prudential Financial
New Jersey
$2.15M -$3.1M -83,260 -60%
O
58
OppenheimerFunds
New York
$2.1M -$48.1K -1,292 -2%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$1.96M +$1.88M +50,373 New
MC
60
Menta Capital
California
$1.95M +$945K +25,353 +102%
PPA
61
Parametric Portfolio Associates
Washington
$1.86M +$871K +23,384 +95%
GC
62
Globeflex Capital
California
$1.83M -$83.4K -2,239 -5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.73M -$70.8K -1,900 -4%
PG
64
PEAK6 Group
Illinois
$1.72M +$979K +26,282 +146%
Swiss National Bank
65
Swiss National Bank
Switzerland
$1.65M – – –
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.6M +$29.1K +780 +2%
Citadel Advisors
67
Citadel Advisors
Florida
$1.51M -$2.09M -56,172 -59%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$1.46M +$220K +5,899 +19%
AAMU
69
AEGON Asset Management (UK)
United Kingdom
$1.46M -$42.9K -1,150 -3%
Two Sigma Investments
70
Two Sigma Investments
New York
$1.46M -$5.16M -138,495 -79%
Stifel Financial
71
Stifel Financial
Missouri
$1.42M +$17.8K +478 +1%
GC
72
Guggenheim Capital
Illinois
$1.27M -$331K -8,887 -21%
CIA
73
Capital Impact Advisors
Massachusetts
$1.25M -$460K -12,355 -28%
PAM
74
Panagora Asset Management
Massachusetts
$1.11M +$199K +5,333 +23%
Jacobs Levy Equity Management
75
Jacobs Levy Equity Management
New Jersey
$1.07M -$3.01M -80,768 -75%
1 2
3
4 5

MC Hedge Fund Activity: Q2 2017 in Review

144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2017, worth a combined $973M — up 2.1% from $953M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MC positions and 12 closed out — a net gain of 17 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $29.6M. The largest seller was Royce & Associates, cutting an estimated $18.7M.

  • 144 institutional investors held Moelis & Co (MC) as of Q2 2017, up from 128 in Q1 2017.
  • Funds reported $973M of Moelis & Co stock for Q2 2017, up 2.1% quarter-over-quarter.
  • 29 funds opened new Moelis & Co positions in Q2 2017 and 12 closed out, a net change of +17 holders.
  • The largest Moelis & Co buyer in Q2 2017 was Bank of America, an estimated $29.6M added.
  • The largest Moelis & Co seller in Q2 2017 was Royce & Associates, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.