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Moelis & Co

183 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $737K

38% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 50

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$141M)

6% more funds holding

Funds holding: 173183 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20.52% less ownership

Funds ownership: 110.17%89.65% (-21%)

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
69
Reduced
50
Closed
31
Calls
$4.43M
Puts
$737K
Net Calls
+$3.69M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$4.53M -$944K -20,900 -18%
Citadel Advisors
52
Citadel Advisors
Florida
$4.28M -$3.63M -80,344 -48%
KCM
53
Kennedy Capital Management
Missouri
$4.27M -$37.4K -827 -0.9%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.04M -$524K -11,606 -12%
Prudential Financial
55
Prudential Financial
New Jersey
$3.92M -$756K -16,740 -17%
CIP
56
Chartwell Investment Partners
Pennsylvania
$3.81M -$258K -5,714 -7%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$3.53M -$184K -4,082 -5%
ZIM
58
Zacks Investment Management
Illinois
$3.33M +$176K +3,888 +6%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$3.29M +$2.32M +51,440 +315%
SEI Investments
60
SEI Investments
Pennsylvania
$3.23M +$41K +908 +1%
Fuller & Thaler Asset Management
61
Fuller & Thaler Asset Management
California
$3.11M +$1.73M +38,400 +149%
Asset Management One
62
Asset Management One
Japan
$2.87M +$2.64M +58,476 New
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$2.84M +$2.65M +58,600 New
GC
64
Guggenheim Capital
Illinois
$2.81M -$386K -8,539 -13%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.71M
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$2.68M +$49.2K +1,090 +2%
VIA
67
Vident Investment Advisory
Georgia
$2.68M +$152K +3,366 +6%
MPM
68
Meritage Portfolio Management
Kansas
$2.67M +$2.49M +55,119 New
Nordea Investment Management
69
Nordea Investment Management
Sweden
$2.56M -$11.2K -249 -0.5%
AQR Capital Management
70
AQR Capital Management
Connecticut
$2.54M +$878K +19,427 +59%
Mackenzie Financial
71
Mackenzie Financial
Ontario, Canada
$2.5M +$2.33M +51,644 New
O
72
OppenheimerFunds
New York
$2.48M -$109K -2,408 -5%
AllianceBernstein
73
AllianceBernstein
Tennessee
$2.43M +$366K +8,100 +19%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.39M -$41.5K -919 -2%
SAM
75
Sawgrass Asset Management
Florida
$2.13M +$1.99M +44,025 New