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Moelis & Co

183 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $737K

38% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 50

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$141M)

6% more funds holding

Funds holding: 173183 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20.52% less ownership

Funds ownership: 110.17%89.65% (-21%)

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
69
Reduced
50
Closed
31
Calls
$4.43M
Puts
$737K
Net Calls
+$3.69M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
Navellier & Associates
Nevada
$2.08M +$449K +9,939 +30%
AAMU
77
AEGON Asset Management (UK)
United Kingdom
$2.04M -$172K -3,806 -8%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$1.94M +$172K +3,812 +11%
CBB
79
Citizens Business Bank
California
$1.89M
GC
80
Globeflex Capital
California
$1.88M -$48.8K -1,080 -3%
CS
81
Credit Suisse
Switzerland
$1.74M -$351K -7,772 -18%
JIM
82
Jupiter Investment Management
United Kingdom
$1.62M +$495K +10,948 +49%
Allianz Asset Management
83
Allianz Asset Management
Germany
$1.62M -$2.86M -63,402 -66%
CIA
84
Capital Impact Advisors
Massachusetts
$1.56M
AP
85
AHL Partners
United Kingdom
$1.53M +$1.01M +22,459 +247%
HW
86
Hancock Whitney
Mississippi
$1.52M +$21.3K +471 +2%
Squarepoint
87
Squarepoint
New York
$1.34M +$908K +20,090 +268%
HIM
88
Hillsdale Investment Management
Ontario, Canada
$1.3M
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$1.3M -$140K -3,109 -10%
UBS AM
90
UBS AM
Illinois
$1.28M +$379K +8,381 +47%
Acadian Asset Management
91
Acadian Asset Management
Massachusetts
$1.27M +$419K +9,267 +55%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.25M
PCC
93
Park Circle Company
Maryland
$1.23M
GCP
94
GSA Capital Partners
United Kingdom
$1.19M +$727K +16,104 +191%
VRS
95
Virginia Retirement Systems
Virginia
$1.19M -$203K -4,500 -16%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$1.14M +$338K +7,483 +47%
PPA
97
Parametric Portfolio Associates
Washington
$1.13M -$1.23M -27,239 -54%
MWNA
98
Marshall Wace North America
New York
$1.09M +$1.02M +22,477 New
CI
99
Cavalier Investments
Georgia
$1.08M
SO
100
STRS Ohio
Ohio
$1.03M -$76.8K -1,700 -7%