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Moelis & Co

205 hedge funds and large institutions have $2.31B invested in Moelis & Co in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
77
Reduced
63
Closed
23
Calls
$6.39M
Puts
$3.68M
Net Calls
+$2.71M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
Balyasny Asset Management
126
Balyasny Asset Management
Illinois
$559K +$559K +9,537 New
SPIA
127
Steward Partners Investment Advisory
New York
$523K -$47K -802 -8%
GC
128
Guggenheim Capital
Illinois
$507K -$1.97M -33,581 -80%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$493K +$32.8K +559 +7%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$475K -$43.7K -745 -8%
Holocene Advisors
131
Holocene Advisors
New York
$467K +$467K +7,956 New
Prudential Financial
132
Prudential Financial
New Jersey
$458K -$1.78M -30,360 -80%
CNAM
133
Campbell Newman Asset Management
Wisconsin
$455K +$455K +7,766 New
Baird Financial Group
134
Baird Financial Group
Wisconsin
$423K +$423K +7,210 New
PAM
135
Panagora Asset Management
Massachusetts
$421K -$5.48M -93,281 -93%
ECM
136
ETrade Capital Management
Virginia
$409K +$409K +6,979 New
WP
137
WealthSource Partners
California
$406K -$3.81K -65 -0.9%
Acadian Asset Management
138
Acadian Asset Management
Massachusetts
$400K -$2.6M -44,227 -87%
AAMU
139
Amundi Asset Management US
Massachusetts
$387K
FIM
140
Freedom Investment Management
Connecticut
$359K -$26.8K -457 -7%
QT
141
Quantbot Technologies
New York
$352K +$352K +6,018 New
AB
142
Amalgamated Bank
New York
$349K +$105K +1,795 +43%
AI
143
Atria Investments
North Carolina
$346K +$94.6K +1,614 +38%
WB
144
WesBanco Bank
West Virginia
$343K
CA
145
Cetera Advisors
Colorado
$338K +$39.6K +675 +13%
Schroder Investment Management Group
146
Schroder Investment Management Group
United Kingdom
$336K -$2.18M -37,034 -87%
USAA
147
United Services Automobile Association
Texas
$330K
BIM
148
Bogle Investment Management
Massachusetts
$326K +$326K +5,556 New
XK
149
Xact Kapitalforvaltning
Sweden
$320K +$41.1K +700 +15%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$317K -$411K -7,000 -56%