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Moelis & Co
MC

Overview Fund Activity

195 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
75
Reduced
62
Closed
29
Calls
$917K
Puts
$5.19M
Net Calls
-$4.28M
Net Calls Change
-$4.96M

Top Buyers

1
LCOV
London Company of Virginia
Virginia
$71.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
$98.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$108M
4
SSA
Schonfeld Strategic Advisors
New York
$16.4M
5
Marshall Wace
Marshall Wace
United Kingdom
$8.65M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$187M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
APG Asset Management
APG Asset Management
Netherlands
$0
4
Ameriprise
Ameriprise
Minnesota
$22.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$411K -$12.4K -377 -3%
Schroder Investment Management Group
127
Schroder Investment Management Group
United Kingdom
$387K -$3.96M -121,670 -91%
ACM
128
AlphaCrest Capital Management
New York
$381K +$381K +11,600 New
FHB
129
First Hawaiian Bank
Hawaii
$362K – – –
RCA
130
Rowland Carmichael Advisors
Arizona
$350K – – –
CNAM
131
Campbell Newman Asset Management
Wisconsin
$340K -$2.2K -67 -0.6%
RE
132
RBC Europe
United Kingdom
$337K – – –
Asset Management One
133
Asset Management One
Japan
$329K -$151K -4,603 -32%
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$322K – – –
Voloridge Investment Management
135
Voloridge Investment Management
Florida
$321K +$321K +9,763 New
SPIA
136
Steward Partners Investment Advisory
New York
$315K +$18.7K +572 +6%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$305K +$25.2K +767 +9%
WB
138
WesBanco Bank
West Virginia
$297K +$105K +3,200 +55%
M&T Bank
139
M&T Bank
New York
$290K -$515K -15,638 -64%
ATC
140
Argent Trust Co
Tennessee
$286K -$5.52K -168 -2%
AG
141
Aperio Group
California
$272K +$59.3K +1,807 +28%
AB
142
Amalgamated Bank
New York
$268K -$3.92K -119 -1%
Wolverine Trading
143
Wolverine Trading
Illinois
$256K +$256K +7,864 New
BCM
144
Bridgeway Capital Management
Texas
$233K – – –
AAMU
145
Amundi Asset Management US
Massachusetts
$230K +$13.1K +400 +6%
JIM
146
Jupiter Investment Management
United Kingdom
$226K +$226K +6,894 New
XK
147
Xact Kapitalforvaltning
Sweden
$225K – – –
HPC
148
HM Payson & Co
Maine
$217K +$46.5K +1,412 +27%
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$202K +$202K +6,139 New
JG
150
Jefferies Group
New York
$201K +$201K +6,125 New
4 5
6
7 8