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Moelis & Co
MC

Overview Fund Activity

190 hedge funds and large institutions have $1.83B invested in Moelis & Co in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
3.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
87
Reduced
42
Closed
21
Calls
$3.48M
Puts
$1.49M
Net Calls
+$1.99M
Net Calls Change
+$1.82M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$89.5M
2
TAM
Timucuan Asset Management
Florida
$49.6M
3
MAM
Madison Asset Management
Wisconsin
$29M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$26.5M
5
VNIM
Vaughan Nelson Investment Management
Texas
$31.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$40.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$32M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.16M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$415K
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$117K -$379K -12,168 -76%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$90K +$28.7K +935 +47%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$90K +$90K +2,887 New
SQA
154
Simon Quick Advisors
New Jersey
$85K – – –
SIAS
155
Shine Investment Advisory Services
Colorado
$70K – – –
IA
156
IFP Advisors
Florida
$63K -$1.32K -43 -2%
CAN
157
Cetera Advisor Networks
California
$54K +$54K +1,742 New
AAMU
158
Amundi Asset Management US
Massachusetts
$50K -$169K -5,400 -77%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$47K -$7.86K -253 -14%
KPW
160
Kore Private Wealth
New York
$40K +$304 +10 +0.8%
QT
161
Quantbot Technologies
New York
$38K +$38K +1,247 New
NIT
162
NumerixS Investment Technologies
British Columbia, Canada
$34K +$34K +1,100 New
FHA
163
First Horizon Advisors
Tennessee
$26K – – –
BFEC
164
Benjamin F. Edwards & Company
Missouri
$23K +$23K +753 New
PCG
165
Private Capital Group
Connecticut
$16K -$9.19K -298 -36%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
RFA
167
Reilly Financial Advisors
California
$10K – – –
APA
168
American Portfolios Advisors
New York
$8.32K +$1.31K +42 +19%
EWM
169
Edge Wealth Management
New York
$6K – – –
LC
170
Lindbrook Capital
California
$5K – – –
CA
171
Clearstead Advisors
Ohio
$5K – – –
AIM
172
Anchor Investment Management
South Carolina
$4.05K +$4.05K +130 New
CFN
173
Cordasco Financial Network
Florida
$4K – – –
LWM
174
Liberty Wealth Management
California
$4K +$33 +1 +0.8%
RIA
175
RPG Investment Advisory
California
$4K +$4K +115 New
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