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Moelis & Co
MC

188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

783% more call options, than puts

Call options by funds: $5.62M | Put options by funds: $636K

9% more capital invested

Capital invested by funds: $1.83B → $2B (+$162M)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 190 → 188 (-2)

7.08% less ownership

Funds ownership: 110.2% → 103.12% (-7.1%)

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
64
Reduced
61
Closed
28
Calls
$5.62M
Puts
$636K
Net Calls
+$4.98M
Net Calls Change
+$2.99M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$11.8M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$10.2M
3
TAM
Timucuan Asset Management
Florida
+$9.5M
4
WHG
Westwood Holdings Group
Texas
+$6.93M
5
PPA
Parametric Portfolio Associates
Washington
+$6.27M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$31.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$27M
3
Jennison Associates
Jennison Associates
New York
-$25.8M
4
Artisan Partners
Artisan Partners
Wisconsin
-$9.28M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
126
M&T Bank
New York
$302K -$6.83K -216 -2%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$295K +$174K +5,502 +191%
AB
128
Amalgamated Bank
New York
$289K -$7.43K -235 -3%
Principal Financial Group
129
Principal Financial Group
Iowa
$280K -$23.7K -750 -9%
ATC
130
Argent Trust Co
Tennessee
$275K – – –
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$269K +$242K +7,648 New
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$268K +$47.4K +1,500 +25%
P
133
Pitcairn
Pennsylvania
$244K +$4.74K +150 +2%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$241K – – –
AG
135
Aperio Group
California
$230K -$204K -6,442 -50%
ProShare Advisors
136
ProShare Advisors
Maryland
$228K -$22.2K -701 -10%
SPIA
137
Steward Partners Investment Advisory
New York
$225K +$18.2K +574 +10%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$207K – – –
BCM
139
BTC Capital Management
Iowa
$206K +$186K +5,895 New
FMT
140
First Mercantile Trust
Tennessee
$177K -$316 -10 -0.2%
AIP
141
Ameritas Investment Partners
Nebraska
$164K – – –
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$163K +$99.5K +3,146 +208%
Mitsubishi UFJ Trust & Banking
143
Mitsubishi UFJ Trust & Banking
Japan
$152K – – –
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$144K -$48.9K -1,545 -28%
GWM
145
Geneos Wealth Management
Colorado
$144K +$12.6K +400 +10%
Canada Life
146
Canada Life
Manitoba, Canada
$127K -$44K -1,391 -28%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$103K – – –
SQA
148
Simon Quick Advisors
New Jersey
$96K – – –
SC
149
Solstein Capital
California
$92K +$7.27K +230 New
SIAS
150
Shine Investment Advisory Services
Colorado
$79K – – –
4 5
6
7 8

MC Hedge Fund Activity: Q3 2020 in Review

188 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2020, worth a combined $2B — up 8.8% from $1.83B a quarter earlier.

Fund positioning in MC was balanced in Q3 2020: 28 funds opened new positions, 28 closed out, 64 added to existing stakes and 61 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $11.8M. The largest seller was Capital Research Global Investors, cutting an estimated $31.3M.

  • 188 institutional investors held Moelis & Co (MC) as of Q3 2020, down from 190 in Q2 2020.
  • Funds reported $2B of Moelis & Co stock for Q3 2020, up 8.8% quarter-over-quarter.
  • 28 funds opened new Moelis & Co positions in Q3 2020 and 28 closed out, a net change of 0 holders.
  • The largest Moelis & Co buyer in Q3 2020 was AllianceBernstein, an estimated $11.8M added.
  • The largest Moelis & Co seller in Q3 2020 was Capital Research Global Investors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q3 2020.