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Moelis & Co
MC

Overview Fund Activity

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.

Holders
144
Holders Change
+16
Holders Change %
+12.5%
% of All Funds
3.6%
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

1
Bank of America
1
Bank of America
North Carolina
$48.7M
2
AII
2
AGF Investments Inc
Ontario, Canada
$21.9M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$19.1M
4
WAM
4
Winslow Asset Management
Ohio
$7.8M
5
BA
5
Boston Advisors
Massachusetts
$6.35M

Top Sellers

1
RA
1
Royce & Associates
New York
$30.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.42M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$69.7M
4
Jennison Associates
4
Jennison Associates
New York
$27.1M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$81K 2,081 – –
New York State Teachers Retirement System (NYSTRS)
127
New York State Teachers Retirement System (NYSTRS)
New York
$78K 2,000 +2,000 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$56K 1,435 – –
AIM
129
Acrospire Investment Management
Illinois
$54K 1,400 -300 -18%
Citigroup
130
Citigroup
New York
$37K 956 -31 -3%
Loomis, Sayles & Company
131
Loomis, Sayles & Company
Massachusetts
$36K 917 +39 +4%
Creative Planning
132
Creative Planning
Kansas
$23K 600 – –
EWM
133
Edge Wealth Management
New York
$19K 500 – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$13K 324 +1 +0.3%
RFA
135
Reilly Financial Advisors
California
$13K 325 +325 New
LTFS
136
Ladenburg Thalmann Financial Services
Florida
$12K 298 +29 +11%
DADC
137
D.A. Davidson & Co
Montana
$8K 220 +14 +7%
IA
138
IFP Advisors
Florida
$7K 180 – –
TRCT
139
Tower Research Capital (TRC)
New York
$7K 180 +180 New
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$5K 133 -2,897 -96%
Bessemer Group
141
Bessemer Group
New Jersey
$4K 115 – –
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$2K 50 +50 New
PA
143
Parallel Advisors
California
$1K 24 – –
BIM
144
Bogle Investment Management
Massachusetts
– – -113,911 Closed
SCA
145
Secor Capital Advisors
New York
– – -96,524 Closed
JIR
146
James Investment Research
Ohio
– – -54,087 Closed
Asset Management One
147
Asset Management One
Japan
– – -53,990 Closed
RP
148
Raiff Partners
New York
– – -40,000 Closed
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
– – -27,367 Closed
EMG
150
Ellington Management Group
Connecticut
– – -19,900 Closed
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