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Moelis & Co

99 hedge funds and large institutions have $462M invested in Moelis & Co in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $391M → $462M (+$70.8M)

3% more funds holding

Funds holding: 9699 (+3)

0.88% less ownership

Funds ownership: 84.93%84.05% (-0.88%)

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
44
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$272K +$260K +10,102 New
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$246K
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$241K +$123K +4,780 +114%
O
79
OppenheimerFunds
New York
$213K +$204K +7,922 New
Goldman Sachs
80
Goldman Sachs
New York
$211K -$297K -11,559 -60%
JIM
81
Jupiter Investment Management
United Kingdom
$151K +$145K +5,628 New
BlackRock
82
BlackRock
New York
$114K +$76.3K +2,968 +235%
Legal & General Group
83
Legal & General Group
United Kingdom
$84K -$7.81K -304 -9%
Citigroup
84
Citigroup
New York
$74K +$67.9K +2,642 +2,278%
Creative Planning
85
Creative Planning
Kansas
$65K +$51.4K +2,000 +500%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$57.6K +$22.9K +892 +71%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$57K +$20.8K +809 +62%
Canada Life
88
Canada Life
Manitoba, Canada
$56K
AIM
89
Acrospire Investment Management
Illinois
$51K +$5.14K +200 +12%
Fuller & Thaler Asset Management
90
Fuller & Thaler Asset Management
California
$51K +$48.8K +1,900 New
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$39K +$5.68K +221 +18%
Loomis, Sayles & Company
92
Loomis, Sayles & Company
Massachusetts
$20K +$5.16K +201 +36%
Barclays
93
Barclays
United Kingdom
$15K +$13.1K +510 +739%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$9K -$2.72K -106 -24%
Acadian Asset Management
95
Acadian Asset Management
Massachusetts
$6K
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$4K +$2.29K +89 +117%
TCIM
97
TIAA CREF Investment Management
New York
$3.33K -$227K -8,830 -7%
PMFA
98
Plante Moran Financial Advisors
Michigan
$2K
Capital Research Global Investors
99
Capital Research Global Investors
California
-$2.99M -133,030 Closed
AC
100
Alpenglow Capital
California
-$1.33M -59,177 Closed