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Moelis & Co
MC

Overview Fund Activity

205 hedge funds and large institutions have $2.31B invested in Moelis & Co in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
77
Reduced
63
Closed
23
Calls
$6.39M
Puts
$3.68M
Net Calls
+$2.71M
Net Calls Change
+$4.51M

Top Buyers

1
BlackRock
1
BlackRock
New York
$314M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$48.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$210M
5
APG Asset Management
5
APG Asset Management
Netherlands
$33.6M

Top Sellers

1
MWNA
1
Marshall Wace North America
New York
$13.2M
2
AII
2
AGF Investments Inc
Ontario, Canada
$145K
3
Ameriprise
3
Ameriprise
Minnesota
$54.1M
4
LCM
4
Laurion Capital Management
New York
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
76
AQR Capital Management
Connecticut
$2.64M -$340K -5,802 -11%
NA
77
Navellier & Associates
Nevada
$2.4M -$345K -5,884 -13%
JIR
78
James Investment Research
Ohio
$2.38M -$2.87M -48,965 -55%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$2.2M +$539K +9,192 +33%
O
80
OppenheimerFunds
New York
$2.12M -$53.7K -915 -2%
UBS AM
81
UBS AM
Illinois
$2.11M +$328K +5,596 +18%
Barclays
82
Barclays
United Kingdom
$2.09M +$1.57M +26,746 +301%
CIA
83
Capital Impact Advisors
Massachusetts
$1.9M – – –
RFC
84
Regions Financial Corp
Alabama
$1.89M +$307K +5,230 +19%
Man Group
85
Man Group
United Kingdom
$1.82M +$1.04M +17,699 +132%
OAM
86
Oxford Asset Management
United Kingdom
$1.81M +$554K +9,444 +44%
BCM
87
BlueMar Capital Management
Florida
$1.74M -$1.78M -30,270 -50%
EGM
88
Engineers Gate Manager
New York
$1.67M +$1.67M +28,403 New
US Bancorp
89
US Bancorp
Minnesota
$1.58M +$423K +7,211 +37%
EF
90
Empowered Funds
Pennsylvania
$1.56M +$1.56M +26,372 New
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.51M – – –
AIG
92
American International Group
New York
$1.49M +$322K +5,493 +28%
PCC
93
Park Circle Company
Maryland
$1.49M – – –
GCP
94
GSA Capital Partners
United Kingdom
$1.31M +$190K +3,244 +17%
HCA
95
Harbour Capital Advisors
Virginia
$1.29M +$4.44K +75 +0.3%
VRS
96
Virginia Retirement Systems
Virginia
$1.29M -$35.2K -600 -3%
SO
97
STRS Ohio
Ohio
$1.26M +$46.9K +800 +4%
SRAM
98
Stone Ridge Asset Management
New York
$1.22M +$16.8K +286 +1%
PGCM
99
Prescott Group Capital Management
Oklahoma
$1.17M – – –
HW
100
Hancock Whitney
Mississippi
$1.14M -$692K -11,797 -38%
2 3
4
5 6