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Moelis & Co
MC

Overview Fund Activity

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
Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.65%
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
–

Top Buyers

1
RA
1
Royce & Associates
New York
$58.1M
2
Ameriprise
2
Ameriprise
Minnesota
$3.71M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$31.3M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$2.93M
5
KCM
5
Kennedy Capital Management
Missouri
$2.57M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$68.5M
2
Jennison Associates
2
Jennison Associates
New York
$25.1M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$5.79M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$272K +$272K +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 +$128K +4,780 +114%
O
79
OppenheimerFunds
New York
$213K +$213K +7,922 New
Goldman Sachs
80
Goldman Sachs
New York
$211K -$311K -11,559 -60%
JIM
81
Jupiter Investment Management
United Kingdom
$151K +$151K +5,628 New
BlackRock
82
BlackRock
New York
$114K +$80K +2,968 +235%
Legal & General Group
83
Legal & General Group
United Kingdom
$84K -$7.94K -304 -9%
Citigroup
84
Citigroup
New York
$74K +$70.9K +2,642 +2,278%
Creative Planning
85
Creative Planning
Kansas
$65K +$54.2K +2,000 +500%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$57.6K +$24K +892 +71%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$57K +$21.9K +809 +62%
Canada Life
88
Canada Life
Manitoba, Canada
$56K – – –
AIM
89
Acrospire Investment Management
Illinois
$51K +$5.37K +200 +12%
Fuller & Thaler Asset Management
90
Fuller & Thaler Asset Management
California
$51K +$51K +1,900 New
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$39K +$6.01K +221 +18%
Loomis, Sayles & Company
92
Loomis, Sayles & Company
Massachusetts
$20K +$5.32K +201 +36%
Barclays
93
Barclays
United Kingdom
$15K +$13.2K +510 +739%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$9K -$2.88K -106 -24%
Acadian Asset Management
95
Acadian Asset Management
Massachusetts
$6K – – –
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$4K +$2.16K +89 +117%
TCIM
97
TIAA CREF Investment Management
New York
$3.33K -$237 -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
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