Moelis & Co
144 hedge funds and large institutions have $973M invested in Moelis & Co in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
15% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 46
13% more funds holding
Funds holding: 128 → 144 (+16)
2% more capital invested
Capital invested by funds: $953M → $973M (+$20.3M)
1.23% less ownership
Funds ownership: 95.12% → 93.89% (-1.2%)
11% less call options, than puts
Call options by funds: $1.57M | Put options by funds: $1.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$29.6M |
| 2 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$21M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$7.96M |
| 4 |
WAM
Winslow Asset Management
Beachwood,
Ohio
|
+$7.48M |
| 5 |
BA
Boston Advisors
Boston,
Massachusetts
|
+$6.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$18.7M |
| 2 |
Renaissance Technologies
New York
|
-$10.4M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$7.98M |
| 4 |
Jennison Associates
New York
|
-$6.95M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$5.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Squarepoint
New York
| – | -$450K | -11,700 | Closed |
|
|
CG
152
Clinton Group
New York
| – | -$428K | -11,111 | Closed |
|
|
NI
153
Numeric Investors
Boston,
Massachusetts
| – | -$296K | -7,700 | Closed |
|
|
DTL
154
Dynamic Technology Lab
Singapore
| – | -$264K | -6,861 | Closed |
|
|
QC
155
Quadrature Capital
London,
United Kingdom
| – | -$220K | -5,713 | Closed |
|
MC Hedge Fund Activity: Q2 2017 in Review
144 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2017, worth a combined $973M — up 2.1% from $953M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MC positions and 12 closed out — a net gain of 17 holders — while 53 added to existing stakes and 46 trimmed.
The largest buyer was Bank of America, adding an estimated $29.6M. The largest seller was Royce & Associates, cutting an estimated $18.7M.
- 144 institutional investors held Moelis & Co (MC) as of Q2 2017, up from 128 in Q1 2017.
- Funds reported $973M of Moelis & Co stock for Q2 2017, up 2.1% quarter-over-quarter.
- 29 funds opened new Moelis & Co positions in Q2 2017 and 12 closed out, a net change of +17 holders.
- The largest Moelis & Co buyer in Q2 2017 was Bank of America, an estimated $29.6M added.
- The largest Moelis & Co seller in Q2 2017 was Royce & Associates, an estimated $18.7M sold.
Based on aggregated 13F filings for Q2 2017.