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Moelis & Co

109 hedge funds and large institutions have $592M invested in Moelis & Co in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

28% more capital invested

Capital invested by funds: $462M → $592M (+$130M)

10% more funds holding

Funds holding: 99109 (+10)

0.79% more ownership

Funds ownership: 84.05%84.83% (+0.79%)

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
52
Reduced
27
Closed
8
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Clinton Group
New York
$528K +$53.9K +1,910 +14%
O
77
OppenheimerFunds
New York
$524K +$213K +7,549 +95%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$503K -$340K -12,030 -45%
Victory Capital Management
79
Victory Capital Management
Texas
$499K -$28.4K -1,007 -6%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$480K +$146K +5,174 +58%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$439K
BA
82
BlackRock Advisors
Delaware
$428K +$37.7K +1,336 +12%
NFA
83
Nationwide Fund Advisors
Ohio
$398K -$12.7K -450 -4%
AIG
84
American International Group
New York
$362K -$819 -29 -0.3%
GT
85
Glenmede Trust
Pennsylvania
$358K +$298K +10,568 New
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$310K
CG
87
Cutler Group
California
$298K +$249K +8,813 New
AP
88
AHL Partners
United Kingdom
$296K +$246K +8,727 New
BlackRock
89
BlackRock
New York
$231K +$73.3K +2,597 +61%
TC
90
TFS Capital
Pennsylvania
$204K +$170K +6,013 New
Legal & General Group
91
Legal & General Group
United Kingdom
$154K +$37.7K +1,334 +41%
Barclays
92
Barclays
United Kingdom
$138K +$98.1K +3,474 +600%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$92K +$17.2K +609 +29%
Canada Life
94
Canada Life
Manitoba, Canada
$71K
AIM
95
Acrospire Investment Management
Illinois
$68K +$2.82K +100 +5%
Fuller & Thaler Asset Management
96
Fuller & Thaler Asset Management
California
$64K
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$49K
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$44.1K -$23.7K -839 -39%
Loomis, Sayles & Company
99
Loomis, Sayles & Company
Massachusetts
$33K +$6.38K +226 +30%
TRCT
100
Tower Research Capital (TRC)
New York
$23K +$18.9K +669 New