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Moelis & Co
MC

144 hedge funds and large institutions have $973M invested in Moelis & Co in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

13% more funds holding

Funds holding: 128 → 144 (+16)

2% more capital invested

Capital invested by funds: $953M → $973M (+$20.3M)

1.23% less ownership

Funds ownership: 95.12% → 93.89% (-1.2%)

11% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.75M

Holders
144
Holders Change
+16
Holders Change %
+12.5%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
53
Reduced
46
Closed
12
Calls
$1.57M
Puts
$1.75M
Net Calls
-$184K
Net Calls Change
+$120K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$29.6M
2
AII
AGF Investments Inc
Ontario, Canada
+$21M
3
Principal Financial Group
Principal Financial Group
Iowa
+$7.96M
4
WAM
Winslow Asset Management
Ohio
+$7.48M
5
BA
Boston Advisors
Massachusetts
+$6.09M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$18.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$10.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.98M
4
Jennison Associates
Jennison Associates
New York
-$6.95M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
76
Citizens Business Bank
California
$1.07M – – –
HIM
77
Hillsdale Investment Management
Ontario, Canada
$1.04M +$7.83K +210 +0.8%
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$1.03M -$805K -21,612 -45%
VRS
79
Virginia Retirement Systems
Virginia
$1.02M +$123K +3,300 +14%
Norges Bank
80
Norges Bank
Norway
$1.02M +$978K +26,246 New
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$1.02M +$88.5K +2,376 +10%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$996K -$87.6K -2,352 -8%
PCC
83
Park Circle Company
Maryland
$986K – – –
Invesco
84
Invesco
Georgia
$948K +$608K +16,309 +202%
AP
85
AHL Partners
United Kingdom
$880K +$175K +4,706 +26%
JIM
86
Jupiter Investment Management
United Kingdom
$875K +$840K +22,536 New
SO
87
STRS Ohio
Ohio
$854K +$298K +8,000 +57%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$845K +$810K +21,750 New
GCP
89
GSA Capital Partners
United Kingdom
$779K -$1.05M -28,054 -58%
AQR Capital Management
90
AQR Capital Management
Connecticut
$743K +$82.8K +2,221 +13%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$653K -$763K -20,470 -55%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$651K +$15.5K +416 +3%
AIG
93
American International Group
New York
$605K +$50K +1,341 +9%
AL
94
Airain Ltd
Guernsey
$581K +$557K +14,944 New
UBS AM
95
UBS AM
Illinois
$569K -$3.39K -91 -0.6%
CS
96
Credit Suisse
Switzerland
$550K -$140K -3,748 -21%
NFA
97
Nationwide Fund Advisors
Ohio
$545K +$59.5K +1,598 +13%
Victory Capital Management
98
Victory Capital Management
Texas
$537K +$38.5K +1,034 +8%
IR
99
Invictus RG
Bermuda
$499K +$395K +10,613 +475%
AA
100
ALPS Advisors
Colorado
$495K +$1.23K +33 +0.3%
2 3
4
5 6

MC Hedge Fund Activity: Q2 2017 in Review

144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2017, worth a combined $973M — up 2.1% from $953M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MC positions and 12 closed out — a net gain of 17 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $29.6M. The largest seller was Royce & Associates, cutting an estimated $18.7M.

  • 144 institutional investors held Moelis & Co (MC) as of Q2 2017, up from 128 in Q1 2017.
  • Funds reported $973M of Moelis & Co stock for Q2 2017, up 2.1% quarter-over-quarter.
  • 29 funds opened new Moelis & Co positions in Q2 2017 and 12 closed out, a net change of +17 holders.
  • The largest Moelis & Co buyer in Q2 2017 was Bank of America, an estimated $29.6M added.
  • The largest Moelis & Co seller in Q2 2017 was Royce & Associates, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.