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Moelis & Co
MC

144 hedge funds and large institutions have $973M invested in Moelis & Co in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

13% more funds holding

Funds holding: 128 → 144 (+16)

2% more capital invested

Capital invested by funds: $953M → $973M (+$20.3M)

1.23% less ownership

Funds ownership: 95.12% → 93.89% (-1.2%)

11% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.75M

Holders
144
Holders Change
+16
Holders Change %
+12.5%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
53
Reduced
46
Closed
12
Calls
$1.57M
Puts
$1.75M
Net Calls
-$184K
Net Calls Change
+$120K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$29.6M
2
AII
AGF Investments Inc
Ontario, Canada
+$21M
3
Principal Financial Group
Principal Financial Group
Iowa
+$7.96M
4
WAM
Winslow Asset Management
Ohio
+$7.48M
5
BA
Boston Advisors
Massachusetts
+$6.09M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$18.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$10.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.98M
4
Jennison Associates
Jennison Associates
New York
-$6.95M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$81K – – –
New York State Teachers Retirement System (NYSTRS)
127
New York State Teachers Retirement System (NYSTRS)
New York
$78K +$74.5K +2,000 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$56K – – –
AIM
129
Acrospire Investment Management
Illinois
$54K -$11.2K -300 -18%
Citigroup
130
Citigroup
New York
$37K -$1.16K -31 -3%
Loomis, Sayles & Company
131
Loomis, Sayles & Company
Massachusetts
$36K +$1.45K +39 +4%
Creative Planning
132
Creative Planning
Kansas
$23K – – –
EWM
133
Edge Wealth Management
New York
$19K – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$13K +$37 +1 +0.3%
RFA
135
Reilly Financial Advisors
California
$13K +$12.1K +325 New
LTFS
136
Ladenburg Thalmann Financial Services
Florida
$12K +$1.08K +29 +11%
DADC
137
D.A. Davidson & Co
Montana
$8K +$522 +14 +7%
IA
138
IFP Advisors
Florida
$7K – – –
TRCT
139
Tower Research Capital (TRC)
New York
$7K +$6.71K +180 New
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$5K -$108K -2,897 -96%
Bessemer Group
141
Bessemer Group
New Jersey
$4K – – –
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$2K +$1.86K +50 New
PA
143
Parallel Advisors
California
$1K – – –
BIM
144
Bogle Investment Management
Massachusetts
– -$4.38M -113,911 Closed
SCA
145
Secor Capital Advisors
New York
– -$3.72M -96,524 Closed
JIR
146
James Investment Research
Ohio
– -$2.08M -54,087 Closed
Asset Management One
147
Asset Management One
Japan
– -$2.05M -53,990 Closed
RP
148
Raiff Partners
New York
– -$1.54M -40,000 Closed
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
– -$1.05M -27,367 Closed
EMG
150
Ellington Management Group
Connecticut
– -$766K -19,900 Closed
3 4 5
6
7

MC Hedge Fund Activity: Q2 2017 in Review

144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2017, worth a combined $973M — up 2.1% from $953M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MC positions and 12 closed out — a net gain of 17 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $29.6M. The largest seller was Royce & Associates, cutting an estimated $18.7M.

  • 144 institutional investors held Moelis & Co (MC) as of Q2 2017, up from 128 in Q1 2017.
  • Funds reported $973M of Moelis & Co stock for Q2 2017, up 2.1% quarter-over-quarter.
  • 29 funds opened new Moelis & Co positions in Q2 2017 and 12 closed out, a net change of +17 holders.
  • The largest Moelis & Co buyer in Q2 2017 was Bank of America, an estimated $29.6M added.
  • The largest Moelis & Co seller in Q2 2017 was Royce & Associates, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.