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Moelis & Co

195 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 196195 (-1)

0.95% less ownership

Funds ownership: 91.97%91.02% (-0.95%)

7% less capital invested

Capital invested by funds: $1.58B → $1.47B (-$106M)

82% less call options, than puts

Call options by funds: $917K | Put options by funds: $5.19M

Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
75
Reduced
62
Closed
29
Calls
$917K
Puts
$5.19M
Net Calls
-$4.28M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$1.71M +$349K +10,299 +25%
UBS AM
77
UBS AM
Illinois
$1.69M +$145K +4,282 +9%
CSS
78
Cubist Systematic Strategies
Connecticut
$1.69M -$216K -6,369 -11%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$1.67M -$297K -8,770 -15%
Holocene Advisors
80
Holocene Advisors
New York
$1.62M +$1.67M +49,290 New
SM
81
Senvest Management
New York
$1.59M -$476K -14,037 -22%
Principal Financial Group
82
Principal Financial Group
Iowa
$1.58M +$372K +10,982 +30%
OAM
83
Oxford Asset Management
United Kingdom
$1.45M -$677K -19,952 -31%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$1.42M +$454K +13,391 +45%
Victory Capital Management
85
Victory Capital Management
Texas
$1.35M +$739K +21,778 +112%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$1.31M +$786K +23,183 +139%
CBB
87
Citizens Business Bank
California
$1.28M
CS
88
Credit Suisse
Switzerland
$1.26M +$34.2K +1,007 +3%
WCM Investment Management
89
WCM Investment Management
California
$1.17M -$1.22K -36 -0.1%
PPA
90
Parametric Portfolio Associates
Washington
$1.13M -$4.05M -119,407 -78%
LPL Financial
91
LPL Financial
California
$1.05M +$681K +20,081 +170%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$1.03M -$74.6K -2,199 -7%
CIC
93
Cornercap Investment Counsel
Georgia
$989K +$254K +7,495 +33%
GPC
94
Glacier Peak Capital
Washington
$986K +$1.02M +30,000 New
AIG
95
American International Group
New York
$985K -$7.12K -210 -0.7%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$963K -$1.73K -51 -0.2%
Legal & General Group
97
Legal & General Group
United Kingdom
$958K +$345K +10,162 +53%
EGM
98
Engineers Gate Manager
New York
$919K +$949K +27,987 New
Citigroup
99
Citigroup
New York
$905K +$97.7K +2,880 +12%
CC
100
Cipher Capital
New York
$898K +$114K +3,370 +14%