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Moelis & Co
MC

Overview Fund Activity

195 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 29 closing their positions.

Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
75
Reduced
62
Closed
29
Calls
$917K
Puts
$5.19M
Net Calls
-$4.28M
Net Calls Change
-$4.96M

Top Buyers

1
LCOV
1
London Company of Virginia
Virginia
$71.8M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$98.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$108M
4
SSA
4
Schonfeld Strategic Advisors
New York
$16.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$8.65M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$187M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$0
4
Ameriprise
4
Ameriprise
Minnesota
$22.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
151
Globeflex Capital
California
$191K – – –
CG
152
Cutler Group
California
$158K +$76.3K +2,337 +93%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$137K +$6.81K +207 +5%
QT
154
Quantbot Technologies
New York
$136K -$356K -10,888 -72%
AIP
155
Ameritas Investment Partners
Nebraska
$133K – – –
Macquarie Group
156
Macquarie Group
Australia
$128K – – –
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$110K -$32.8K -988 -23%
HCM
158
Hilton Capital Management
New York
$102K +$18.7K +570 +22%
ST
159
Smithfield Trust
Pennsylvania
$84K – – –
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$79K – – –
SIAS
161
Shine Investment Advisory Services
Colorado
$62K – – –
IA
162
IFP Advisors
Florida
$55K +$55K +1,676 New
SQA
163
Simon Quick Advisors
New Jersey
$41K +$41K +1,239 New
PRC
164
Pearl River Capital
Michigan
$40K +$40K +1,220 New
SF
165
Synovus Financial
Georgia
$38K -$883K -27,094 -96%
PCM
166
Prelude Capital Management
New York
$37K +$37K +1,132 New
MAM
167
Meeder Asset Management
Ohio
$35K -$3.97K -122 -10%
Mitsubishi UFJ Trust & Banking
168
Mitsubishi UFJ Trust & Banking
Japan
$34K +$34K +1,027 New
FCA
169
FinTrust Capital Advisors
South Carolina
$33K +$495 +15 +2%
MWNA
170
Marshall Wace North America
New York
$30K -$2.4M -72,946 -99%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$20K -$13.1K -394 -40%
RCAG
172
Rehmann Capital Advisory Group
Michigan
$19.2K +$5.85K +178 +44%
PMFA
173
Plante Moran Financial Advisors
Michigan
$14K +$13.1K +406 +1,450%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
Simplex Trading
175
Simplex Trading
Illinois
$12K -$145K -4,580 -92%
5 6
7
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