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Moelis & Co

188 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
66
Reduced
64
Closed
31
Calls
$4.15M
Puts
$1.85M
Net Calls
+$2.3M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
126
Globeflex Capital
California
$349K +$163K +5,109 +88%
RCA
127
Rowland Carmichael Advisors
Arizona
$340K
CNAM
128
Campbell Newman Asset Management
Wisconsin
$331K -$160 -5 -0%
RE
129
RBC Europe
United Kingdom
$327K
US Bancorp
130
US Bancorp
Minnesota
$321K -$134K -4,195 -29%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$313K
SPIA
132
Steward Partners Investment Advisory
New York
$310K +$3.95K +124 +1%
WB
133
WesBanco Bank
West Virginia
$289K
VF
134
Virtu Financial
New York
$287K +$287K +8,986 New
MWM
135
Madison Wealth Management
Ohio
$287K +$287K +8,986 New
ATC
136
Argent Trust Co
Tennessee
$273K -$5.4K -169 -2%
AB
137
Amalgamated Bank
New York
$272K +$12.2K +383 +5%
AG
138
Aperio Group
California
$256K -$8.69K -272 -3%
HCM
139
Hodges Capital Management
Texas
$237K -$3.5M -109,585 -94%
Simplex Trading
140
Simplex Trading
Illinois
$237K +$225K +7,046 +1,859%
NGA
141
Naples Global Advisors
Florida
$227K -$365K -11,443 -62%
AAMU
142
Amundi Asset Management US
Massachusetts
$223K
XK
143
Xact Kapitalforvaltning
Sweden
$219K
Principal Financial Group
144
Principal Financial Group
Iowa
$207K -$1.33M -41,701 -87%
ProShare Advisors
145
ProShare Advisors
Maryland
$206K +$206K +6,439 New
American Century Companies
146
American Century Companies
Missouri
$202K +$202K +6,337 New
HPC
147
HM Payson & Co
Maine
$195K -$15.6K -487 -7%
CG
148
Cutler Group
California
$195K +$41.3K +1,300 +27%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$191K +$58.3K +1,831 +44%
Canada Life
150
Canada Life
Manitoba, Canada
$159K +$159K +5,011 New