Moelis & Co
213 hedge funds and large institutions have $2.36B invested in Moelis & Co in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 63
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
4% more funds holding
Funds holding: 205 → 213 (+8)
2% more capital invested
Capital invested by funds: $2.31B → $2.36B (+$48.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.19% less ownership
Funds ownership: 98.61% → 94.41% (-4.2%)
21% less call options, than puts
Call options by funds: $7.16M | Put options by funds: $9.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$60.7M |
| 2 |
BlackRock
New York
|
+$54.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.9M |
| 4 |
JP Morgan Chase
New York
|
+$18.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$13.7M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$13.2M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$8.75M |
| 4 |
Goldman Sachs
New York
|
-$5.84M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$5.1M |
MC Hedge Fund Activity: Q3 2018 in Review
213 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2018, worth a combined $2.36B — up 2.1% from $2.31B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MC positions and 23 closed out — a net gain of 8 holders — while 90 added to existing stakes and 63 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $60.7M. The largest seller was Renaissance Technologies, cutting an estimated $13.7M.
- 213 institutional investors held Moelis & Co (MC) as of Q3 2018, up from 205 in Q2 2018.
- Funds reported $2.36B of Moelis & Co stock for Q3 2018, up 2.1% quarter-over-quarter.
- 31 funds opened new Moelis & Co positions in Q3 2018 and 23 closed out, a net change of +8 holders.
- The largest Moelis & Co buyer in Q3 2018 was Kayne Anderson Rudnick Investment Management, an estimated $60.7M added.
- The largest Moelis & Co seller in Q3 2018 was Renaissance Technologies, an estimated $13.7M sold.
Based on aggregated 13F filings for Q3 2018.