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Moelis & Co
128 hedge funds and large institutions have $953M invested in Moelis & Co in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
150% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 24
61% more capital invested
Capital invested by funds: $592M → $953M (+$361M)
17% more funds holding
Funds holding: 109 → 128 (+19)
10.29% more ownership
Funds ownership: 84.83% → 95.12% (+10%)
10% less call options, than puts
Call options by funds: $2.81M | Put options by funds: $3.12M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
128
Holders Change
+19
Holders Change %
+17.43%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
60
Reduced
24
Closed
8
Calls
$2.81M
Puts
$3.12M
Net Calls
-$304K
Net Calls Change
-$1.52M
Top Buyers
| 1 |
BlackRock
New York
|
+$80.8M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$37.4M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$21.3M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$19.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.5M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Bessemer Group
Woodbridge,
New Jersey
| $4K | – | – | – |
|
|
PA
127
Parallel Advisors
San Francisco,
California
| $1K | +$869 | +24 | New |
|
|
CMI
128
Cider Mill Investments
Greenwich,
Connecticut
| – | -$1.53M | -45,076 | Closed |
|
|
HCM
129
Highbridge Capital Management
New York
| – | -$769K | -22,678 | Closed |
|
130
D.E. Shaw & Co
New York
| – | -$775K | -21,400 | Closed |
|
131
American Century Companies
Kansas City,
Missouri
| – | -$711K | -20,970 | Closed |
|
|
GT
132
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$358K | -10,568 | Closed |
|
|
TC
133
TFS Capital
West Chester,
Pennsylvania
| – | -$204K | -6,013 | Closed |
|
|
TRCT
134
Tower Research Capital (TRC)
New York
| – | -$23K | -669 | Closed |
|
|
PMFA
135
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3K | -100 | Closed |
|