We are live on ! Find out more
MC icon

Moelis & Co

128 hedge funds and large institutions have $953M invested in Moelis & Co in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

150% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 24

61% more capital invested

Capital invested by funds: $592M → $953M (+$361M)

17% more funds holding

Funds holding: 109128 (+19)

10.29% more ownership

Funds ownership: 84.83%95.12% (+10%)

10% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $3.12M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
128
Holders Change
+19
Holders Change %
+17.43%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
60
Reduced
24
Closed
8
Calls
$2.81M
Puts
$3.12M
Net Calls
-$304K
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
76
Hillsdale Investment Management
Ontario, Canada
$1.02M +$964K +26,600 New
PCC
77
Park Circle Company
Maryland
$977K
MC
78
Menta Capital
California
$960K +$903K +24,931 New
PPA
79
Parametric Portfolio Associates
Washington
$943K +$888K +24,506 New
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$918K +$169K +4,665 +24%
PAM
81
Panagora Asset Management
Massachusetts
$893K +$95.1K +2,626 +13%
VRS
82
Virginia Retirement Systems
Virginia
$886K +$14.5K +400 +2%
EMG
83
Ellington Management Group
Connecticut
$766K +$721K +19,900 New
PG
84
PEAK6 Group
Illinois
$694K +$653K +18,033 New
AP
85
AHL Partners
United Kingdom
$691K +$334K +9,215 +106%
CS
86
Credit Suisse
Switzerland
$689K -$273K -7,532 -30%
AQR Capital Management
87
AQR Capital Management
Connecticut
$651K +$612K +16,908 New
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$629K +$123K +3,383 +26%
UBS AM
89
UBS AM
Illinois
$567K -$692K -19,098 -56%
AIG
90
American International Group
New York
$548K +$128K +3,546 +33%
SO
91
STRS Ohio
Ohio
$539K -$377K -10,400 -43%
Victory Capital Management
92
Victory Capital Management
Texas
$493K -$70.1K -1,934 -13%
AA
93
ALPS Advisors
Colorado
$490K +$461K +12,719 New
NFA
94
Nationwide Fund Advisors
Ohio
$479K +$25K +690 +6%
Squarepoint
95
Squarepoint
New York
$450K +$424K +11,700 New
CG
96
Clinton Group
New York
$428K -$161K -4,452 -29%
LA
97
Lucus Advisors
New York
$416K +$391K +10,803 New
MCM
98
McKinley Capital Management
Alaska
$353K +$332K +9,160 New
Invesco
99
Invesco
Georgia
$311K +$292K +8,074 New
RJA
100
Raymond James & Associates
Florida
$311K +$293K +8,087 New