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Moelis & Co
MC

Overview Fund Activity

200 hedge funds and large institutions have $1.9B invested in Moelis & Co in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
72
Reduced
59
Closed
24
Calls
$1.77M
Puts
$3.56M
Net Calls
-$1.8M
Net Calls Change
-$5.49M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$252M
2
Wells Fargo
Wells Fargo
California
$51.1M
3
MWNA
Marshall Wace North America
New York
$34.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$167M
5
Jennison Associates
Jennison Associates
New York
$60.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$5.92M
2
Millennium Management
Millennium Management
New York
$0
3
SCA
Secor Capital Advisors
New York
$0
4
Bank of America
Bank of America
North Carolina
$62.1M
5
MCM
McKinley Capital Management
Alaska
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$2.38M -$173K -3,400 -7%
CBB
77
Citizens Business Bank
California
$2.31M +$325K +6,400 +16%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$2.26M +$233K +4,587 +11%
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$2.17M -$3.64M -71,666 -63%
GC
80
Guggenheim Capital
Illinois
$2.15M -$796K -15,667 -27%
Stifel Financial
81
Stifel Financial
Missouri
$2.11M +$1.34M +26,301 +174%
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$2.07M -$741K -14,579 -26%
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$2.04M -$589K -11,590 -22%
Prudential Financial
84
Prudential Financial
New Jersey
$1.94M -$2.17M -42,650 -53%
Allianz Asset Management
85
Allianz Asset Management
Germany
$1.89M +$191K +3,752 +11%
O
86
OppenheimerFunds
New York
$1.88M -$715K -14,056 -28%
PPA
87
Parametric Portfolio Associates
Washington
$1.66M +$478K +9,398 +40%
CIA
88
Capital Impact Advisors
Massachusetts
$1.64M – – –
HW
89
Hancock Whitney
Mississippi
$1.59M +$2.09K +41 +0.1%
UBS AM
90
UBS AM
Illinois
$1.55M +$209K +4,113 +16%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$1.44M +$79.1K +1,555 +6%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$1.39M +$818K +16,096 +144%
RFC
93
Regions Financial Corp
Alabama
$1.38M +$1.38M +27,046 New
HIM
94
Hillsdale Investment Management
Ontario, Canada
$1.31M -$50.9K -1,000 -4%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.31M – – –
PCC
96
Park Circle Company
Maryland
$1.29M – – –
VRS
97
Virginia Retirement Systems
Virginia
$1.15M -$96.6K -1,900 -8%
CI
98
Cavalier Investments
Georgia
$1.13M – – –
HCA
99
Harbour Capital Advisors
Virginia
$1.11M +$131K +2,575 +13%
California Public Employees Retirement System
100
California Public Employees Retirement System
California
$1.1M +$118K +2,312 +12%
2 3
4
5 6