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Moelis & Co

96 hedge funds and large institutions have $391M invested in Moelis & Co in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 9596 (+1)

1.01% more ownership

Funds ownership: 83.92%84.93% (+1%)

18% less capital invested

Capital invested by funds: $479M → $391M (-$87.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
43
Reduced
30
Closed
10
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$78K
Teacher Retirement System of Texas
77
Teacher Retirement System of Texas
Texas
$64K +$16.5K +618 +28%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$50K +$58.8K +2,200 New
Canada Life
79
Canada Life
Manitoba, Canada
$47K
AIM
80
Acrospire Investment Management
Illinois
$38K -$8.01K -300 -15%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$29K +$34.6K +1,297 New
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$28.1K +$23K +861 +222%
BlackRock
83
BlackRock
New York
$28K -$2.67K -100 -7%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$27K
Loomis, Sayles & Company
85
Loomis, Sayles & Company
Massachusetts
$12K +$7.08K +265 +91%
Creative Planning
86
Creative Planning
Kansas
$9K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$9K +$4.67K +175 +67%
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$5K -$1.84K -69 -24%
Citigroup
89
Citigroup
New York
$3K -$326K -12,199 -99%
Bessemer Group
90
Bessemer Group
New Jersey
$3K -$80 -3 -3%
PMFA
91
Plante Moran Financial Advisors
Michigan
$2K -$374 -14 -14%
HR
92
Howe & Rusling
New York
$2K
Barclays
93
Barclays
United Kingdom
$2K +$1.84K +69 New
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$2K +$2.03K +76 New
MWP
95
MYCIO Wealth Partners
Pennsylvania
$1K +$828 +31 +89%
LCM
96
Lomas Capital Management
New York
-$2.46M -87,270 Closed
IP
97
Interval Partners
New York
-$2.01M -71,250 Closed
GL
98
GLG LLC
New York
-$617K -21,873 Closed
SSA
99
Schonfeld Strategic Advisors
New York
-$577K -20,422 Closed
Marshall Wace
100
Marshall Wace
United Kingdom
-$565K -20,015 Closed