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Moelis & Co
MC

188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

783% more call options, than puts

Call options by funds: $5.62M | Put options by funds: $636K

9% more capital invested

Capital invested by funds: $1.83B → $2B (+$162M)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 190 → 188 (-2)

7.08% less ownership

Funds ownership: 110.2% → 103.12% (-7.1%)

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
64
Reduced
61
Closed
28
Calls
$5.62M
Puts
$636K
Net Calls
+$4.98M
Net Calls Change
+$2.99M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$11.8M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$10.2M
3
TAM
Timucuan Asset Management
Florida
+$9.5M
4
WHG
Westwood Holdings Group
Texas
+$6.93M
5
PPA
Parametric Portfolio Associates
Washington
+$6.27M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$31.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$27M
3
Jennison Associates
Jennison Associates
New York
-$25.8M
4
Artisan Partners
Artisan Partners
Wisconsin
-$9.28M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
151
Nachman Norwood & Parrott
South Carolina
$73K +$65.7K +2,079 New
IA
152
IFP Advisors
Florida
$72K +$32 +1 +0%
EW
153
Evoke Wealth
California
$58K +$52.2K +1,650 New
FHA
154
First Horizon Advisors
Tennessee
$32K +$1.64K +52 +6%
PCG
155
Private Capital Group
Connecticut
$32K +$12.5K +395 +76%
Group One Trading
156
Group One Trading
Illinois
$24K +$21.6K +684 New
FC
157
FORA Capital
Florida
$23K -$121K -3,834 -86%
HNB
158
Huntington National Bank
Ohio
$21K +$18.8K +595 New
QT
159
Quantbot Technologies
New York
$14K -$26.6K -841 -67%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
RFA
161
Reilly Financial Advisors
California
$11K – – –
APA
162
American Portfolios Advisors
New York
$9.38K – – –
LWM
163
Liberty Wealth Management
California
$9K +$4.46K +141 +117%
Simplex Trading
164
Simplex Trading
Illinois
$8K +$8K +253 New
HIA
165
Harbor Investment Advisory
Maryland
$7K +$6.32K +200 New
CA
166
Clearstead Advisors
Ohio
$6K – – –
LC
167
Lindbrook Capital
California
$6K – – –
CFN
168
Cordasco Financial Network
Florida
$5K – – –
HR
169
Howe & Rusling
New York
$5K +$1.17K +37 +31%
RIA
170
RPG Investment Advisory
California
$4K – – –
VCM
171
Versant Capital Management
Arizona
$4K – – –
WEC
172
Winslow Evans & Crocker
Massachusetts
$4K +$3.16K +100 New
NFG
173
Next Financial Group
Texas
$4K +$3.29K +104 New
PA
174
Parallel Advisors
California
$3K – – –
FFA
175
Founders Financial Alliance
North Carolina
$3K +$2.63K +83 New
5 6
7
8 9

MC Hedge Fund Activity: Q3 2020 in Review

188 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2020, worth a combined $2B — up 8.8% from $1.83B a quarter earlier.

Fund positioning in MC was balanced in Q3 2020: 28 funds opened new positions, 28 closed out, 64 added to existing stakes and 61 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $11.8M. The largest seller was Capital Research Global Investors, cutting an estimated $31.3M.

  • 188 institutional investors held Moelis & Co (MC) as of Q3 2020, down from 190 in Q2 2020.
  • Funds reported $2B of Moelis & Co stock for Q3 2020, up 8.8% quarter-over-quarter.
  • 28 funds opened new Moelis & Co positions in Q3 2020 and 28 closed out, a net change of 0 holders.
  • The largest Moelis & Co buyer in Q3 2020 was AllianceBernstein, an estimated $11.8M added.
  • The largest Moelis & Co seller in Q3 2020 was Capital Research Global Investors, an estimated $31.3M sold.

Based on aggregated 13F filings for Q3 2020.