MC icon

Moelis & Co
MC

Overview Fund Activity

218 hedge funds and large institutions have $1.87B invested in Moelis & Co in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
4.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
80
Reduced
70
Closed
40
Calls
$1.66M
Puts
$678K
Net Calls
+$985K
Net Calls Change
-$2.87M

Top Buyers

1
HCM
Highline Capital Management
New York
+$45.2M
2
Goldman Sachs
Goldman Sachs
New York
+$40.6M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$29.3M
4
AIM
Artemis Investment Management
United Kingdom
+$19.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.8M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$14.3M
3
Jennison Associates
Jennison Associates
New York
-$14.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$12M
5
CF
CNA Financial
Illinois
-$7.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$2.51M -$1.05M -25,197 -29%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$2.44M +$22.8K +548 +0.9%
Principal Financial Group
78
Principal Financial Group
Iowa
$2.29M -$16.4M -394,518 -88%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$2.24M – – –
CC
80
Cipher Capital
New York
$2.13M +$1.68M +40,386 +375%
Brown Advisory
81
Brown Advisory
Maryland
$2.13M +$2.13M +51,080 New
SRAM
82
Stone Ridge Asset Management
New York
$2.12M +$657K +15,799 +45%
Barclays
83
Barclays
United Kingdom
$2.07M +$1.14M +27,320 +122%
AIMCA
84
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.04M +$1.28M +30,700 +167%
UBS AM
85
UBS AM
Illinois
$1.96M +$208K +5,002 +12%
RFC
86
Regions Financial Corp
Alabama
$1.76M +$229K +5,493 +15%
US Bancorp
87
US Bancorp
Minnesota
$1.7M +$133K +3,205 +9%
CWM
88
Cabot Wealth Management
Massachusetts
$1.67M +$1.67M +40,116 New
CBB
89
Citizens Business Bank
California
$1.62M – – –
CIA
90
Capital Impact Advisors
Massachusetts
$1.6M – – –
O
91
OppenheimerFunds
New York
$1.47M +$19.3K +463 +1%
Man Group
92
Man Group
United Kingdom
$1.43M +$1.43M +34,461 New
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$1.38M +$95.7K +2,300 +7%
ZIM
94
Zacks Investment Management
Illinois
$1.22M +$635K +15,260 +109%
DCM
95
Dupont Capital Management
Delaware
$1.2M +$1.2M +28,829 New
AIG
96
American International Group
New York
$1.18M -$38.4K -922 -3%
WCM Investment Management
97
WCM Investment Management
California
$1.18M +$1.18M +28,252 New
SIM
98
Spark Investment Management
New York
$1.17M – – –
HI
99
HBK Investments
Texas
$1.12M +$176K +4,228 +19%
PCC
100
Park Circle Company
Maryland
$1.1M +$41.6K +1,000 +4%
2 3
4
5 6