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Moelis & Co
MC

213 hedge funds and large institutions have $2.36B invested in Moelis & Co in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 63

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

4% more funds holding

Funds holding: 205 → 213 (+8)

2% more capital invested

Capital invested by funds: $2.31B → $2.36B (+$48.6M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4.19% less ownership

Funds ownership: 98.61% → 94.41% (-4.2%)

21% less call options, than puts

Call options by funds: $7.16M | Put options by funds: $9.07M

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
90
Reduced
63
Closed
23
Calls
$7.16M
Puts
$9.07M
Net Calls
-$1.91M
Net Calls Change
-$4.62M

Top Buyers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$60.7M
2
BlackRock
BlackRock
New York
+$54.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$18.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$13.7M
2
MWNA
Marshall Wace North America
New York
-$13.2M
3
HCM
Hodges Capital Management
Texas
-$8.75M
4
Goldman Sachs
Goldman Sachs
New York
-$5.84M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$5.56M -$262K -4,459 -4%
Fuller & Thaler Asset Management
52
Fuller & Thaler Asset Management
California
$5.35M +$1.77M +30,216 +45%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$5.26M +$4.77M +81,297 +553%
LCM
54
Laurion Capital Management
New York
$4.87M +$5.21M +88,845 New
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$4.82M +$546K +9,303 +12%
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$4.77M +$5.1M +87,000 New
KCM
57
Kennedy Capital Management
Missouri
$4.77M +$450K +7,664 +10%
VIA
58
Vident Investment Advisory
Georgia
$4.63M +$1.36M +23,165 +38%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$4.39M -$358K -6,100 -7%
Swiss National Bank
60
Swiss National Bank
Switzerland
$4.38M +$587K +10,000 +14%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$4.32M +$1.47M +25,143 +47%
PC
62
Pier Capital
Connecticut
$4.14M +$804K +13,702 +22%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3.94M +$359K +6,121 +9%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.74M +$464K +7,917 +13%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$3.61M +$651K +11,097 +20%
HighTower Advisors
66
HighTower Advisors
Illinois
$3.44M +$50.3K +858 +1%
CIP
67
Chartwell Investment Partners
Pennsylvania
$3.36M +$5.04K +86 +0.1%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$3.33M +$261K +4,447 +8%
Jane Street
69
Jane Street
New York
$3.21M +$3.44M +58,641 New
IP
70
Interval Partners
New York
$3.15M +$3.37M +57,500 New
CS
71
Credit Suisse
Switzerland
$3.09M +$529K +9,023 +19%
Citadel Advisors
72
Citadel Advisors
Florida
$3.08M -$4.25M -72,480 -56%
AllianceBernstein
73
AllianceBernstein
Tennessee
$3.05M – – –
Brown Advisory
74
Brown Advisory
Maryland
$2.69M – – –
OAM
75
Oxford Asset Management
United Kingdom
$2.66M +$1.03M +17,566 +57%
1 2
3
4 5

MC Hedge Fund Activity: Q3 2018 in Review

213 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2018, worth a combined $2.36B — up 2.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MC positions and 23 closed out — a net gain of 8 holders — while 90 added to existing stakes and 63 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $60.7M. The largest seller was Renaissance Technologies, cutting an estimated $13.7M.

  • 213 institutional investors held Moelis & Co (MC) as of Q3 2018, up from 205 in Q2 2018.
  • Funds reported $2.36B of Moelis & Co stock for Q3 2018, up 2.1% quarter-over-quarter.
  • 31 funds opened new Moelis & Co positions in Q3 2018 and 23 closed out, a net change of +8 holders.
  • The largest Moelis & Co buyer in Q3 2018 was Kayne Anderson Rudnick Investment Management, an estimated $60.7M added.
  • The largest Moelis & Co seller in Q3 2018 was Renaissance Technologies, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2018.