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Moelis & Co
MC

227 hedge funds and large institutions have $2.62B invested in Moelis & Co in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.15M

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

31% more capital invested

Capital invested by funds: $2B → $2.62B (+$626M)

21% more funds holding

Funds holding: 188 → 227 (+39)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

1.91% less ownership

Funds ownership: 103.12% → 101.2% (-1.9%)

Holders
227
Holders Change
+39
Holders Change %
+20.74%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
63
Increased
70
Reduced
65
Closed
22
Calls
$5.42M
Puts
$1.15M
Net Calls
+$4.27M
Net Calls Change
-$708K

Top Buyers

1
BlackRock
BlackRock
New York
+$25.6M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$12.1M
3
Millennium Management
Millennium Management
New York
+$10.9M
4
WA
Wasatch Advisors
Utah
+$8.44M
5
MPAM
Monarch Partners Asset Management
Massachusetts
+$6.56M

Top Sellers

1
CCM
Causeway Capital Management
California
-$31.5M
2
BAMCO Inc
BAMCO Inc
New York
-$30.2M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$18M
4
PF
Phoenix Financial
Israel
-$13.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33M -$534K -13,270 -21%
SEI Investments
77
SEI Investments
Pennsylvania
$2.29M -$748K -18,600 -28%
GPGA
78
Grandeur Peak Global Advisors
Utah
$2.27M -$8.04K -200 -0.4%
SWM
79
Salvus Wealth Management
New Jersey
$2.27M +$1.78M +44,165 New
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$2.26M -$3.25M -80,900 -63%
LPL Financial
81
LPL Financial
California
$1.87M +$53K +1,317 +3%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.76M +$235K +5,835 +18%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$1.66M -$5.97M -148,360 -81%
CSS
84
Cubist Systematic Strategies
Connecticut
$1.58M +$825K +20,508 +155%
BI
85
Bramshill Investments
Florida
$1.57M -$406K -10,091 -23%
BMSSC
86
B. Metzler seel. Sohn & Co
Germany
$1.55M +$1.34M +33,299 New
First Trust Advisors
87
First Trust Advisors
Illinois
$1.53M +$559K +13,895 +74%
AC
88
Allstate Corporation
Illinois
$1.52M -$52.9K -1,316 -4%
Holocene Advisors
89
Holocene Advisors
New York
$1.49M -$147K -3,652 -10%
OQS
90
Occudo Quantitative Strategies
Florida
$1.46M +$1.26M +31,224 New
Citigroup
91
Citigroup
New York
$1.42M +$378K +9,400 +45%
ACM
92
Ascendant Capital Management
California
$1.4M +$1.21M +30,000 New
HWA
93
HCR Wealth Advisors
California
$1.38M +$1.19M +29,505 New
CBB
94
Citizens Business Bank
California
$1.38M -$261K -6,500 -18%
FNBOO
95
First National Bank of Omaha
Nebraska
$1.32M -$23.8K -591 -2%
PCC
96
Park Circle Company
Maryland
$1.25M – – –
OSIA
97
O'Shares Investment Advisers
Massachusetts
$1.13M +$90.9K +2,261 +10%
Barclays
98
Barclays
United Kingdom
$1.11M -$131K -3,264 -12%
JCIA
99
Jackson Creek Investment Advisors
Colorado
$1.1M +$950K +23,611 New
VOYA Investment Management
100
VOYA Investment Management
Georgia
$1.08M +$198K +4,917 +27%
2 3
4
5 6

MC Hedge Fund Activity: Q4 2020 in Review

227 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2020, worth a combined $2.62B — up 31% from $2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MC positions and 22 closed out — a net gain of 41 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $25.6M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $31.5M sold.

  • 227 institutional investors held Moelis & Co (MC) as of Q4 2020, up from 188 in Q3 2020.
  • Funds reported $2.62B of Moelis & Co stock for Q4 2020, up 31% quarter-over-quarter.
  • 63 funds opened new Moelis & Co positions in Q4 2020 and 22 closed out, a net change of +41 holders.
  • The largest Moelis & Co buyer in Q4 2020 was BlackRock, an estimated $25.6M added.
  • The largest Moelis & Co seller in Q4 2020 was Causeway Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2020.