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Moelis & Co
MC

Overview Fund Activity

196 hedge funds and large institutions have $1.58B invested in Moelis & Co in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-22
Holders Change %
-10.09%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
40
Increased
79
Reduced
52
Closed
58
Calls
$1.31M
Puts
$632K
Net Calls
+$679K
Net Calls Change
-$306K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$65.2M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$294M
3
LCOV
London Company of Virginia
Virginia
$23.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$76.1M
5
WHG
Westwood Holdings Group
Texas
$16.5M

Top Sellers

1
HCM
Highline Capital Management
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$4.08M
3
BlackRock
BlackRock
New York
$139M
4
Bank of America
Bank of America
North Carolina
$11.2M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMU
151
Amundi Asset Management US
Massachusetts
$231K – – –
AG
152
Aperio Group
California
$226K -$207K -5,920 -48%
Canada Life
153
Canada Life
Manitoba, Canada
$215K -$37.6K -1,073 -15%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$208K +$22K +629 +12%
WB
155
WesBanco Bank
West Virginia
$204K -$15K -430 -7%
GC
156
Globeflex Capital
California
$203K – – –
HPC
157
HM Payson & Co
Maine
$180K +$180K +5,171 New
Simplex Trading
158
Simplex Trading
Illinois
$173K +$138K +3,959 +396%
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$150K -$350K -10,043 -70%
AIP
160
Ameritas Investment Partners
Nebraska
$141K +$13.4K +384 +10%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$138K +$138K +3,959 New
SG Americas Securities
162
SG Americas Securities
New York
$136K +$6.45K +184 +5%
Macquarie Group
163
Macquarie Group
Australia
$136K +$136K +3,900 New
HCM
164
Hilton Capital Management
New York
$89K +$4.14K +118 +5%
ST
165
Smithfield Trust
Pennsylvania
$89K +$89K +2,548 New
CG
166
Cutler Group
California
$87K +$87K +2,500 New
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$85K – – –
QT
168
Quantamental Technologies
New York
$74K -$115K -3,287 -61%
SIAS
169
Shine Investment Advisory Services
Colorado
$66K +$66K +1,901 New
MAM
170
Meeder Asset Management
Ohio
$42K -$11.8K -336 -22%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$35K +$35K +994 New
FCA
172
FinTrust Capital Advisors
South Carolina
$34K +$484 +14 +1%
PFO
173
Pathstone Family Office
New Jersey
$19K +$275 +8 +1%
RCAG
174
Rehmann Capital Advisory Group
Michigan
$14.2K – – –
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
5 6
7
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