Moelis & Co
205 hedge funds and large institutions have $2.31B invested in Moelis & Co in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 23 closing their positions.
74% more call options, than puts
Call options by funds: $6.39M | Put options by funds: $3.68M
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
22% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 63
22% more capital invested
Capital invested by funds: $1.9B → $2.31B (+$411M)
4.92% more ownership
Funds ownership: 93.69% → 98.61% (+4.9%)
3% more funds holding
Funds holding: 200 → 205 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$97.4M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$64.4M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$46.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
-$26.4M |
| 2 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$26.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.9M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$17.9M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$13.3M |
MC Hedge Fund Activity: Q2 2018 in Review
205 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2018, worth a combined $2.31B — up 22% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MC positions and 23 closed out — a net gain of 8 holders — while 77 added to existing stakes and 63 trimmed.
The largest buyer was BlackRock, adding an estimated $97.4M. The largest seller was Marshall Wace North America, cutting an estimated $26.4M.
- 205 institutional investors held Moelis & Co (MC) as of Q2 2018, up from 200 in Q1 2018.
- Funds reported $2.31B of Moelis & Co stock for Q2 2018, up 22% quarter-over-quarter.
- 31 funds opened new Moelis & Co positions in Q2 2018 and 23 closed out, a net change of +8 holders.
- The largest Moelis & Co buyer in Q2 2018 was BlackRock, an estimated $97.4M added.
- The largest Moelis & Co seller in Q2 2018 was Marshall Wace North America, an estimated $26.4M sold.
Based on aggregated 13F filings for Q2 2018.