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Moelis & Co
MC

144 hedge funds and large institutions have $973M invested in Moelis & Co in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

13% more funds holding

Funds holding: 128 → 144 (+16)

2% more capital invested

Capital invested by funds: $953M → $973M (+$20.3M)

1.23% less ownership

Funds ownership: 95.12% → 93.89% (-1.2%)

11% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.75M

Holders
144
Holders Change
+16
Holders Change %
+12.5%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
53
Reduced
46
Closed
12
Calls
$1.57M
Puts
$1.75M
Net Calls
-$184K
Net Calls Change
+$120K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$29.6M
2
AII
AGF Investments Inc
Ontario, Canada
+$21M
3
Principal Financial Group
Principal Financial Group
Iowa
+$7.96M
4
WAM
Winslow Asset Management
Ohio
+$7.48M
5
BA
Boston Advisors
Massachusetts
+$6.09M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$18.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$10.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.98M
4
Jennison Associates
Jennison Associates
New York
-$6.95M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
101
Laurion Capital Management
New York
$458K +$439K +11,787 New
VKH
102
Virtu KCG Holdings
New York
$449K +$431K +11,570 New
VOYA Investment Management
103
VOYA Investment Management
Georgia
$411K +$171K +4,579 +76%
SF
104
Synovus Financial
Georgia
$393K +$375K +10,059 New
LA
105
Lucus Advisors
New York
$358K -$59.4K -1,593 -15%
HI
106
HBK Investments
Texas
$347K +$333K +8,931 New
SPIA
107
Steward Partners Investment Advisory
New York
$347K +$333K +8,933 New
RJA
108
Raymond James & Associates
Florida
$343K +$27.9K +750 +9%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$333K +$320K +8,580 New
Massachusetts Financial Services
110
Massachusetts Financial Services
Massachusetts
$313K +$300K +8,047 New
Legal & General Group
111
Legal & General Group
United Kingdom
$249K +$25.1K +674 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
112
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$237K +$227K +6,100 New
Wolverine Trading
113
Wolverine Trading
Illinois
$234K -$23K -617 -9%
Capital Fund Management (CFM)
114
Capital Fund Management (CFM)
France
$229K +$220K +5,900 New
CSS
115
Cubist Systematic Strategies
Connecticut
$203K +$194K +5,216 New
CG
116
Cutler Group
California
$186K -$82K -2,200 -31%
SG Americas Securities
117
SG Americas Securities
New York
$171K +$164K +4,404 New
Group One Trading
118
Group One Trading
Illinois
$151K +$145K +3,899 New
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$144K +$138K +3,700 New
Fuller & Thaler Asset Management
120
Fuller & Thaler Asset Management
California
$132K – – –
MAM
121
Meeder Asset Management
Ohio
$130K +$125K +3,354 New
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$116K +$95K +2,549 +594%
AIL
123
AGF Investments LLC
Ontario, Canada
$112K +$107K +2,880 New
Barclays
124
Barclays
United Kingdom
$87K -$152K -4,084 -65%
AIP
125
Ameritas Investment Partners
Nebraska
$86K +$9.17K +246 +13%
3 4
5
6 7

MC Hedge Fund Activity: Q2 2017 in Review

144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2017, worth a combined $973M — up 2.1% from $953M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MC positions and 12 closed out — a net gain of 17 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $29.6M. The largest seller was Royce & Associates, cutting an estimated $18.7M.

  • 144 institutional investors held Moelis & Co (MC) as of Q2 2017, up from 128 in Q1 2017.
  • Funds reported $973M of Moelis & Co stock for Q2 2017, up 2.1% quarter-over-quarter.
  • 29 funds opened new Moelis & Co positions in Q2 2017 and 12 closed out, a net change of +17 holders.
  • The largest Moelis & Co buyer in Q2 2017 was Bank of America, an estimated $29.6M added.
  • The largest Moelis & Co seller in Q2 2017 was Royce & Associates, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.