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Moelis & Co
MC

Overview Fund Activity

196 hedge funds and large institutions have $1.58B invested in Moelis & Co in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-22
Holders Change %
-10.09%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
40
Increased
79
Reduced
52
Closed
58
Calls
$1.31M
Puts
$632K
Net Calls
+$679K
Net Calls Change
-$306K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$65.2M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$294M
3
LCOV
London Company of Virginia
Virginia
$23.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$76.1M
5
WHG
Westwood Holdings Group
Texas
$16.5M

Top Sellers

1
HCM
Highline Capital Management
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$4.08M
3
BlackRock
BlackRock
New York
$139M
4
Bank of America
Bank of America
North Carolina
$11.2M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$507K +$8.49K +243 +2%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$450K +$274K +7,835 +155%
LPL Financial
128
LPL Financial
California
$413K +$88K +2,516 +27%
First Trust Advisors
129
First Trust Advisors
Illinois
$411K +$411K +11,756 New
SO
130
STRS Ohio
Ohio
$408K -$391K -11,200 -49%
FHB
131
First Hawaiian Bank
Hawaii
$385K +$385K +11,013 New
BCM
132
Bayesian Capital Management
New York
$377K +$377K +10,800 New
RCA
133
Rowland Carmichael Advisors
Arizona
$372K +$372K +10,642 New
Assenagon Asset Management
134
Assenagon Asset Management
Luxembourg
$372K +$372K +10,644 New
CNAM
135
Campbell Newman Asset Management
Wisconsin
$365K +$27.1K +774 +8%
RE
136
RBC Europe
United Kingdom
$358K – – –
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$351K -$1.76M -50,392 -83%
SCM
138
Stevens Capital Management
Pennsylvania
$350K -$7.8K -223 -2%
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$343K -$95.4K -2,727 -22%
SPIA
140
Steward Partners Investment Advisory
New York
$315K +$61.7K +1,770 +24%
ATC
141
Argent Trust Co
Tennessee
$310K +$310K +8,875 New
TC
142
TownSquare Capital
Utah
$309K -$192K -5,576 -38%
AA
143
ALPS Advisors
Colorado
$304K -$16.1K -460 -5%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$298K -$1.98M -56,537 -87%
AB
145
Amalgamated Bank
New York
$289K +$51.9K +1,485 +22%
FRM
146
Fox Run Management
Connecticut
$276K +$276K +7,902 New
GCP
147
GSA Capital Partners
United Kingdom
$273K -$513K -14,654 -65%
USAA
148
United Services Automobile Association
Texas
$256K – – –
BCM
149
Bridgeway Capital Management
Texas
$248K +$248K +7,100 New
XK
150
Xact Kapitalforvaltning
Sweden
$239K – – –
4 5
6
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