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Moelis & Co

128 hedge funds and large institutions have $953M invested in Moelis & Co in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

150% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 24

61% more capital invested

Capital invested by funds: $592M → $953M (+$361M)

17% more funds holding

Funds holding: 109128 (+19)

10.29% more ownership

Funds ownership: 84.83%95.12% (+10%)

10% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $3.12M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
128
Holders Change
+19
Holders Change %
+17.43%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
60
Reduced
24
Closed
8
Calls
$2.81M
Puts
$3.12M
Net Calls
-$304K
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
101
Numeric Investors
Massachusetts
$296K +$279K +7,700 New
CG
102
Cutler Group
California
$270K -$65.2K -1,800 -20%
DTL
103
Dynamic Technology Lab
Singapore
$264K +$249K +6,861 New
Wolverine Trading
104
Wolverine Trading
Illinois
$253K +$241K +6,660 New
Barclays
105
Barclays
United Kingdom
$243K +$81.5K +2,251 +56%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$231K +$218K +6,007 New
RFCA
107
R&F Capital Advisors
New York
$226K +$213K +5,868 New
Legal & General Group
108
Legal & General Group
United Kingdom
$220K +$43.6K +1,204 +26%
QC
109
Quadrature Capital
United Kingdom
$220K +$207K +5,713 New
Fuller & Thaler Asset Management
110
Fuller & Thaler Asset Management
California
$131K +$54.3K +1,500 +79%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$117K +$11.4K +315 +12%
IR
112
Invictus RG
Bermuda
$86K +$80.9K +2,233 New
Canada Life
113
Canada Life
Manitoba, Canada
$80K
AIP
114
Ameritas Investment Partners
Nebraska
$75K +$70.9K +1,958 New
AIM
115
Acrospire Investment Management
Illinois
$65K -$10.9K -300 -15%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$55K
Citigroup
117
Citigroup
New York
$38K -$959K -26,480 -96%
Loomis, Sayles & Company
118
Loomis, Sayles & Company
Massachusetts
$34K -$3.77K -104 -11%
Creative Planning
119
Creative Planning
Kansas
$23K +$7.25K +200 +50%
EWM
120
Edge Wealth Management
New York
$19K
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$16.5K -$31.6K -873 -67%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$12K -$362 -10 -3%
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$10K +$2.17K +60 +29%
IA
124
IFP Advisors
Florida
$7K +$6.52K +180 New
DADC
125
D.A. Davidson & Co
Montana
$7K +$7.46K +206 New