Moelis & Co
99 hedge funds and large institutions have $494M invested in Moelis & Co in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 3 closing their positions.
1,367% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 3
320% more call options, than puts
Call options by funds: $147K | Put options by funds: $35K
183% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 12
80% more capital invested
Capital invested by funds: $274M → $494M (+$220M)
68% more funds holding
Funds holding: 59 → 99 (+40)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21.48% more ownership
Funds ownership: 53.01% → 74.49% (+21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$30.3M |
| 2 |
BAMCO Inc
New York
|
+$23M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$18.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.4M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
CNA Financial
Chicago,
Illinois
|
-$7.21M |
| 2 |
TP
Third Point
New York
|
-$5.63M |
| 3 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$3.36M |
| 4 |
CCA
Canyon Capital Advisors
Dallas,
Texas
|
-$2.71M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$794K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RNS
101
Robert N. Shapiro
| – | -$37K | -1,093 | Closed |
|
102
BNP Paribas Financial Markets
Paris,
France
| – | -$14.2K | -415 | Closed |
|
MC Hedge Fund Activity: Q4 2014 in Review
99 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2014, worth a combined $494M — up 80% from $274M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new MC positions and 3 closed out — a net gain of 41 holders — while 34 added to existing stakes and 12 trimmed.
The largest buyer was Jennison Associates, opening a new position worth an estimated $30.3M. The largest seller was CNA Financial, cutting an estimated $7.21M.
- 99 institutional investors held Moelis & Co (MC) as of Q4 2014, up from 59 in Q3 2014.
- Funds reported $494M of Moelis & Co stock for Q4 2014, up 80% quarter-over-quarter.
- 44 funds opened new Moelis & Co positions in Q4 2014 and 3 closed out, a net change of +41 holders.
- The largest Moelis & Co buyer in Q4 2014 was Jennison Associates, an estimated $30.3M added.
- The largest Moelis & Co seller in Q4 2014 was CNA Financial, an estimated $7.21M sold.
Based on aggregated 13F filings for Q4 2014.