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Moelis & Co
MC

227 hedge funds and large institutions have $2.62B invested in Moelis & Co in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.15M

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

31% more capital invested

Capital invested by funds: $2B → $2.62B (+$626M)

21% more funds holding

Funds holding: 188 → 227 (+39)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

1.91% less ownership

Funds ownership: 103.12% → 101.2% (-1.9%)

Holders
227
Holders Change
+39
Holders Change %
+20.74%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
63
Increased
70
Reduced
65
Closed
22
Calls
$5.42M
Puts
$1.15M
Net Calls
+$4.27M
Net Calls Change
-$708K

Top Buyers

1
BlackRock
BlackRock
New York
+$25.6M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$12.1M
3
Millennium Management
Millennium Management
New York
+$10.9M
4
WA
Wasatch Advisors
Utah
+$8.44M
5
MPAM
Monarch Partners Asset Management
Massachusetts
+$6.56M

Top Sellers

1
CCM
Causeway Capital Management
California
-$31.5M
2
BAMCO Inc
BAMCO Inc
New York
-$30.2M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$18M
4
PF
Phoenix Financial
Israel
-$13.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
126
Verdence Capital Advisors
Maryland
$576K +$495K +12,314 New
AAM
127
Advisors Asset Management
Colorado
$566K -$60.2K -1,496 -11%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$555K -$6.03K -150 -1%
ProShare Advisors
129
ProShare Advisors
Maryland
$547K +$210K +5,228 +81%
AC
130
Athanor Capital
New York
$535K -$188K -4,673 -29%
SM
131
Sciencast Management
New Jersey
$532K +$431K +10,727 New
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$527K +$453K +11,268 New
CNAM
133
Campbell Newman Asset Management
Wisconsin
$524K +$36.1K +898 +9%
Osaic Holdings
134
Osaic Holdings
Arizona
$519K -$548K -13,634 -55%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$506K +$435K +10,816 New
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$496K -$85K -2,113 -17%
Victory Capital Management
137
Victory Capital Management
Texas
$496K +$18.3K +455 +4%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$493K +$149K +3,700 +54%
RE
139
RBC Europe
United Kingdom
$480K – – –
GCP
140
GSA Capital Partners
United Kingdom
$479K +$412K +10,244 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$471K +$204K +5,078 +129%
FWM
142
Foresight Wealth Management
Utah
$449K +$386K +9,593 New
E
143
Ergoteles
New York
$440K +$378K +9,400 New
AQR Capital Management
144
AQR Capital Management
Connecticut
$407K -$26.6K -661 -7%
M&T Bank
145
M&T Bank
New York
$404K +$2.21K +55 +0.6%
AG
146
Aperio Group
California
$403K +$83.9K +2,086 +32%
US Bancorp
147
US Bancorp
Minnesota
$394K -$60.4K -1,502 -15%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$393K +$724 +18 +0.2%
EGM
149
Engineers Gate Manager
New York
$388K +$333K +8,290 New
AB
150
Amalgamated Bank
New York
$386K +$1.57K +39 +0.5%
4 5
6
7 8

MC Hedge Fund Activity: Q4 2020 in Review

227 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2020, worth a combined $2.62B — up 31% from $2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MC positions and 22 closed out — a net gain of 41 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $25.6M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $31.5M sold.

  • 227 institutional investors held Moelis & Co (MC) as of Q4 2020, up from 188 in Q3 2020.
  • Funds reported $2.62B of Moelis & Co stock for Q4 2020, up 31% quarter-over-quarter.
  • 63 funds opened new Moelis & Co positions in Q4 2020 and 22 closed out, a net change of +41 holders.
  • The largest Moelis & Co buyer in Q4 2020 was BlackRock, an estimated $25.6M added.
  • The largest Moelis & Co seller in Q4 2020 was Causeway Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2020.