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Moelis & Co

183 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $737K

38% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 50

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$141M)

6% more funds holding

Funds holding: 173183 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20.52% less ownership

Funds ownership: 110.17%89.65% (-21%)

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
69
Reduced
50
Closed
31
Calls
$4.43M
Puts
$737K
Net Calls
+$3.69M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
101
American International Group
New York
$1.02M +$15.9K +353 +2%
HI
102
HBK Investments
Texas
$989K -$339K -7,506 -27%
EF
103
Empowered Funds
Pennsylvania
$970K +$903K +19,991 New
SRAM
104
Stone Ridge Asset Management
New York
$963K +$897K +19,857 New
Renaissance Technologies
105
Renaissance Technologies
New York
$951K -$1.26M -27,844 -59%
California Public Employees Retirement System
106
California Public Employees Retirement System
California
$940K +$130K +2,868 +17%
HCA
107
Harbour Capital Advisors
Virginia
$931K +$533K +11,800 +160%
Victory Capital Management
108
Victory Capital Management
Texas
$885K +$50K +1,106 +6%
Citigroup
109
Citigroup
New York
$862K +$641K +14,191 +395%
CCMW
110
Cypress Capital Management (Wyoming)
Wyoming
$797K +$110K +2,425 +17%
Wolverine Trading
111
Wolverine Trading
Illinois
$794K +$739K +16,362 New
Stifel Financial
112
Stifel Financial
Missouri
$732K +$10.8K +239 +2%
MIM
113
MetLife Investment Management
New Jersey
$714K +$665K +14,714 New
AG
114
Advisor Group
Arizona
$697K +$504K +11,167 +349%
SG Americas Securities
115
SG Americas Securities
New York
$685K -$367K -8,135 -37%
AA
116
ALPS Advisors
Colorado
$573K
HA
117
Harbor Advisors
Florida
$572K +$257K +5,700 +93%
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$553K +$515K +11,397 New
Barclays
119
Barclays
United Kingdom
$552K +$482K +10,660 +1,472%
Capital Fund Management (CFM)
120
Capital Fund Management (CFM)
France
$548K +$235K +5,200 +85%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$541K -$1.59M -35,117 -76%
RE
122
RBC Europe
United Kingdom
$502K +$113K +2,500 +32%
CANY
123
Caxton Associates (New York)
New York
$501K
SF
124
Synovus Financial
Georgia
$492K -$5.87K -130 -1%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$486K -$506K -11,197 -53%