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Moelis & Co

183 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $737K

38% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 50

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$141M)

6% more funds holding

Funds holding: 173183 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20.52% less ownership

Funds ownership: 110.17%89.65% (-21%)

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
69
Reduced
50
Closed
31
Calls
$4.43M
Puts
$737K
Net Calls
+$3.69M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
151
MGO One Seven
Ohio
$144K +$134K +2,965 New
New York State Teachers Retirement System (NYSTRS)
152
New York State Teachers Retirement System (NYSTRS)
New York
$131K +$22.6K +500 +23%
AIP
153
Ameritas Investment Partners
Nebraska
$129K +$20.6K +457 +21%
SQA
154
Simon Quick Advisors
New Jersey
$97K
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$92K +$20.9K +463 +32%
AssetMark Inc
156
AssetMark Inc
California
$73K +$67.8K +1,500 New
CG
157
Cutler Group
California
$69K +$44.1K +976 +216%
WEC
158
Winslow Evans & Crocker
Massachusetts
$63K +$58.7K +1,300 New
NIT
159
NumerixS Investment Technologies
British Columbia, Canada
$58K +$54.2K +1,200 New
TRCT
160
Tower Research Capital (TRC)
New York
$53K -$84K -1,859 -63%
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$53K +$21.4K +473 +78%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$49K +$30.3K +670 +203%
ASN
163
Advisory Services Network
Georgia
$41K -$51.9K -1,150 -57%
Loomis, Sayles & Company
164
Loomis, Sayles & Company
Massachusetts
$39K -$3.88K -86 -10%
EWM
165
Edge Wealth Management
New York
$34K
IA
166
IFP Advisors
Florida
$25K +$23.5K +520 New
RFA
167
Reilly Financial Advisors
California
$16K
MBT
168
Monroe Bank & Trust
Michigan
$14K +$13K +287 New
DCM
169
Delpha Capital Management
New York
$13K +$11.8K +261 New
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$12K +$10.8K +238 New
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8K +$7.45K +165 New
QI
172
QS Investors
New York
$8K
Bessemer Group
173
Bessemer Group
New Jersey
$5K
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$5K +$5.1K +113 New
FRA
175
Front Row Advisors
California
$3K +$3.21K +71 New