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Moelis & Co

188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

783% more call options, than puts

Call options by funds: $5.62M | Put options by funds: $636K

9% more capital invested

Capital invested by funds: $1.83B → $2B (+$162M)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 190188 (-2)

7.08% less ownership

Funds ownership: 110.2%103.12% (-7.1%)

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
64
Reduced
61
Closed
28
Calls
$5.62M
Puts
$636K
Net Calls
+$4.98M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
GPGA
76
Grandeur Peak Global Advisors
Utah
$1.71M -$956K -30,244 -38%
TRCT
77
Tower Research Capital (TRC)
New York
$1.67M +$968K +30,598 +181%
CS
78
Credit Suisse
Switzerland
$1.57M +$4.36K +138 +0.3%
BI
79
Bramshill Investments
Florida
$1.54M +$39.7K +1,256 +3%
BC
80
Brookfield Corp
Ontario, Canada
$1.5M +$1.35M +42,741 New
American Century Companies
81
American Century Companies
Missouri
$1.4M -$153K -4,853 -11%
LPL Financial
82
LPL Financial
California
$1.36M +$169K +5,342 +16%
CBB
83
Citizens Business Bank
California
$1.26M -$15.8K -500 -1%
Holocene Advisors
84
Holocene Advisors
New York
$1.25M +$1.12M +35,513 New
AC
85
Allstate Corporation
Illinois
$1.19M +$71.5K +2,262 +7%
Legal & General Group
86
Legal & General Group
United Kingdom
$1.12M +$57.7K +1,826 +6%
AIG
87
American International Group
New York
$1.11M -$22.7K -718 -2%
Wellington Management Group
88
Wellington Management Group
Massachusetts
$1.07M +$326K +10,303 +51%
FNBOO
89
First National Bank of Omaha
Nebraska
$1.01M -$6.89K -218 -0.7%
Barclays
90
Barclays
United Kingdom
$953K -$313K -9,908 -27%
PCC
91
Park Circle Company
Maryland
$937K
BAM
92
Blueshift Asset Management
New Jersey
$922K -$13.7K -433 -2%
Osaic Holdings
93
Osaic Holdings
Arizona
$869K -$28.2K -892 -3%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$848K
MIM
95
MetLife Investment Management
New Jersey
$834K
OSIA
96
O'Shares Investment Advisers
Massachusetts
$771K +$694K +21,944 New
Citigroup
97
Citigroup
New York
$733K -$218K -6,884 -25%
ACM
98
AlphaCrest Capital Management
New York
$682K +$613K +19,400 New
First Trust Advisors
99
First Trust Advisors
Illinois
$658K +$307K +9,706 +107%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$657K -$5.38K -170 -0.9%