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Moelis & Co

190 hedge funds and large institutions have $1.83B invested in Moelis & Co in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $1.49M

107% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 42

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

26% more capital invested

Capital invested by funds: $1.46B → $1.83B (+$375M)

12.5% more ownership

Funds ownership: 97.7%110.2% (+12%)

9% more funds holding

Funds holding: 174190 (+16)

Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
3.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
87
Reduced
42
Closed
21
Calls
$3.48M
Puts
$1.49M
Net Calls
+$1.99M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$740K +$114K +3,634 +18%
OC
102
Oppenheimer & Co
New York
$712K +$717K +22,835 New
Voloridge Investment Management
103
Voloridge Investment Management
Florida
$659K +$664K +21,163 New
FHB
104
First Hawaiian Bank
Hawaii
$653K
Wellington Management Group
105
Wellington Management Group
Massachusetts
$629K -$659K -20,982 -51%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$588K +$289K +9,224 +96%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$572K -$168K -5,348 -23%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$561K +$565K +17,989 New
APG Asset Management
109
APG Asset Management
Netherlands
$548K +$620K +19,762 New
TRCT
110
Tower Research Capital (TRC)
New York
$528K +$528K +16,830 +14,025%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$511K +$76.4K +2,435 +17%
AIA
112
Affinity Investment Advisors
California
$461K
HA
113
Harbor Advisors
Florida
$461K
AAM
114
Advisors Asset Management
Colorado
$436K -$4.3K -137 -1%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$424K +$17.5K +558 +4%
HighTower Advisors
116
HighTower Advisors
Illinois
$415K -$3.85M -122,724 -90%
AG
117
Aperio Group
California
$405K -$82.8K -2,639 -17%
SW
118
SkyOak Wealth
Michigan
$390K +$393K +12,524 New
RCA
119
Rowland Carmichael Advisors
Arizona
$388K
ASRS
120
Arizona State Retirement System
Arizona
$374K +$12.7K +405 +3%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$374K +$69.4K +2,210 +23%
US Bancorp
122
US Bancorp
Minnesota
$354K +$7.19K +229 +2%
RE
123
RBC Europe
United Kingdom
$320K
CNAM
124
Campbell Newman Asset Management
Wisconsin
$315K +$4.93K +157 +2%
DTL
125
Dynamic Technology Lab
Singapore
$293K +$295K +9,403 New