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Moelis & Co

183 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $737K

38% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 50

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$141M)

6% more funds holding

Funds holding: 173183 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20.52% less ownership

Funds ownership: 110.17%89.65% (-21%)

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
69
Reduced
50
Closed
31
Calls
$4.43M
Puts
$737K
Net Calls
+$3.69M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
126
Raymond James & Associates
Florida
$463K +$2.35K +52 +0.5%
WI
127
WBI Investments
New Jersey
$440K -$111K -2,468 -21%
Invesco
128
Invesco
Georgia
$417K -$714K -15,802 -65%
SPIA
129
Steward Partners Investment Advisory
New York
$416K -$24.3K -537 -6%
KI
130
Koch Industries
Kansas
$392K +$365K +8,088 New
MAM
131
Meeder Asset Management
Ohio
$387K +$127K +2,813 +54%
Legal & General Group
132
Legal & General Group
United Kingdom
$383K +$9.71K +215 +3%
Axa
133
Axa
France
$373K +$31.6K +700 +10%
LA
134
Lucus Advisors
New York
$340K +$317K +7,015 New
WP
135
WealthSource Partners
California
$329K +$22.1K +490 +8%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$326K +$156K +3,443 +105%
AAMU
137
Amundi Asset Management US
Massachusetts
$320K +$298K +6,600 New
FIM
138
Freedom Investment Management
Connecticut
$309K +$288K +6,374 New
Grantham, Mayo, Van Otterloo & Co (GMO)
139
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$296K
WB
140
WesBanco Bank
West Virginia
$284K +$264K +5,850 New
WSTAM
141
Wilbanks Smith & Thomas Asset Management
Virginia
$233K
Parallax Volatility Advisers
142
Parallax Volatility Advisers
California
$230K +$214K +4,746 New
ProShare Advisors
143
ProShare Advisors
Maryland
$225K +$209K +4,637 New
AB
144
Amalgamated Bank
New York
$206K +$192K +4,246 New
BC
145
Brinker Capital
Pennsylvania
$205K +$191K +4,237 New
CA
146
Cetera Advisors
Colorado
$204K +$190K +4,209 New
JMPWA
147
JP Morgan Private Wealth Advisors
California
$200K +$186K +4,117 New
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$179K
Canada Life
149
Canada Life
Manitoba, Canada
$177K +$5.29K +117 +3%
QT
150
Quantbot Technologies
New York
$164K +$153K +3,394 New