We are live on ! Find out more
MC icon

Moelis & Co
MC

174 hedge funds and large institutions have $1.46B invested in Moelis & Co in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 50

4.57% more ownership

Funds ownership: 93.13% → 97.7% (+4.6%)

7% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $2.4M

1% less capital invested

Capital invested by funds: $1.47B → $1.46B (-$8.58M)

7% less funds holding

Funds holding: 188 → 174 (-14)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

Holders
174
Holders Change
-14
Holders Change %
-7.45%
% of All Funds
3.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
75
Reduced
50
Closed
36
Calls
$2.58M
Puts
$2.4M
Net Calls
+$172K
Net Calls Change
-$2.13M

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$76.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.7M
3
CCM
Causeway Capital Management
California
+$34.1M
4
LCOV
London Company of Virginia
Virginia
+$31.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$29.2M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$17M
2
BlackRock
BlackRock
New York
-$12.7M
3
ECA
Endeavour Capital Advisors
Connecticut
-$12.1M
4
Ameriprise
Ameriprise
Minnesota
-$11M
5
Man Group
Man Group
United Kingdom
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
76
Citizens Business Bank
California
$1.28M +$210K +6,408 +16%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$1.26M +$1.48M +45,000 New
FAM
78
Fred Alger Management
New York
$1.21M +$1.41M +43,099 New
BI
79
Bramshill Investments
Florida
$1.17M -$6.53K -199 -0.5%
Wellington Management Group
80
Wellington Management Group
Massachusetts
$1.16M +$771K +23,500 +133%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.15M +$1.34M +40,926 New
CS
82
Credit Suisse
Switzerland
$1.09M -$31.2K -952 -2%
WG
83
Winton Group
United Kingdom
$1M -$1.86M -56,594 -61%
PPA
84
Parametric Portfolio Associates
Washington
$961K +$121K +3,677 +12%
AC
85
Allstate Corporation
Illinois
$877K -$232K -7,074 -18%
FNBOO
86
First National Bank of Omaha
Nebraska
$822K +$589K +17,947 +159%
Legal & General Group
87
Legal & General Group
United Kingdom
$805K -$66.4K -2,024 -7%
AIG
88
American International Group
New York
$790K -$53.3K -1,624 -5%
Natixis Advisors
89
Natixis Advisors
Massachusetts
$786K +$917K +27,966 New
LPL Financial
90
LPL Financial
California
$778K -$136K -4,150 -13%
CIC
91
Cornercap Investment Counsel
Georgia
$759K -$101K -3,065 -10%
PCC
92
Park Circle Company
Maryland
$750K +$9.84K +300 +1%
CSS
93
Cubist Systematic Strategies
Connecticut
$747K +$872K +26,592 New
Osaic Holdings
94
Osaic Holdings
Arizona
$731K +$939K +28,624 New
First Trust Advisors
95
First Trust Advisors
Illinois
$701K +$370K +11,282 +82%
Citigroup
96
Citigroup
New York
$686K +$189K +5,774 +31%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$685K +$41.1K +1,254 +5%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$666K +$4.17K +127 +0.5%
ANTB
99
AMG National Trust Bank
Colorado
$646K – – –
FHB
100
First Hawaiian Bank
Hawaii
$589K +$326K +9,947 +90%
2 3
4
5 6

MC Hedge Fund Activity: Q1 2020 in Review

174 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2020, worth a combined $1.46B — down 0.58% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of MC and 26 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 75 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $76.5M. The largest seller was Millennium Management, cutting an estimated $17M.

  • 174 institutional investors held Moelis & Co (MC) as of Q1 2020, down from 188 in Q4 2019.
  • Funds reported $1.46B of Moelis & Co stock for Q1 2020, down 0.58% quarter-over-quarter.
  • 26 funds opened new Moelis & Co positions in Q1 2020 and 36 closed out, a net change of -10 holders.
  • The largest Moelis & Co buyer in Q1 2020 was Artisan Partners, an estimated $76.5M added.
  • The largest Moelis & Co seller in Q1 2020 was Millennium Management, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2020.