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Moelis & Co
MC

227 hedge funds and large institutions have $2.62B invested in Moelis & Co in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.15M

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

31% more capital invested

Capital invested by funds: $2B → $2.62B (+$626M)

21% more funds holding

Funds holding: 188 → 227 (+39)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

1.91% less ownership

Funds ownership: 103.12% → 101.2% (-1.9%)

Holders
227
Holders Change
+39
Holders Change %
+20.74%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
63
Increased
70
Reduced
65
Closed
22
Calls
$5.42M
Puts
$1.15M
Net Calls
+$4.27M
Net Calls Change
-$708K

Top Buyers

1
BlackRock
BlackRock
New York
+$25.6M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$12.1M
3
Millennium Management
Millennium Management
New York
+$10.9M
4
WA
Wasatch Advisors
Utah
+$8.44M
5
MPAM
Monarch Partners Asset Management
Massachusetts
+$6.56M

Top Sellers

1
CCM
Causeway Capital Management
California
-$31.5M
2
BAMCO Inc
BAMCO Inc
New York
-$30.2M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$18M
4
PF
Phoenix Financial
Israel
-$13.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
151
SVB Wealth
Massachusetts
$386K +$332K +8,251 New
BCM
152
Brasada Capital Management
Texas
$374K +$322K +8,000 New
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$358K – – –
P
154
Pitcairn
Pennsylvania
$331K +$4.91K +122 +2%
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$327K +$282K +7,000 New
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$321K +$39.6K +984 +17%
Walleye Trading
157
Walleye Trading
New York
$308K +$265K +6,581 New
CWP
158
Curated Wealth Partners
California
$308K +$265K +6,596 New
GWM
159
Geneos Wealth Management
Colorado
$302K +$40.2K +1,000 +23%
SPIA
160
Steward Partners Investment Advisory
New York
$294K -$4.02K -100 -2%
CC
161
Cipher Capital
New York
$249K +$214K +5,315 New
MML Investors Services
162
MML Investors Services
Massachusetts
$241K +$207K +5,150 New
Canada Life
163
Canada Life
Manitoba, Canada
$238K +$59.5K +1,479 +41%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$232K +$199K +4,957 New
NGA
165
Naples Global Advisors
Florida
$232K +$200K +4,965 New
Prudential Financial
166
Prudential Financial
New Jersey
$231K +$199K +4,940 New
SWA
167
SFMG Wealth Advisors
Texas
$229K +$197K +4,900 New
PTC
168
Petrus Trust Company
Texas
$225K +$193K +4,809 New
OC
169
Oppenheimer & Co
New York
$224K +$193K +4,800 New
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$219K +$189K +4,690 New
DADC
171
D.A. Davidson & Co
Montana
$213K +$184K +4,582 New
AIM
172
Aigen Investment Management
New York
$210K +$180K +4,486 New
AIP
173
Ameritas Investment Partners
Nebraska
$207K -$9.73K -242 -5%
Comerica Bank
174
Comerica Bank
Texas
$207K +$153K +3,797 New
PAMU
175
Pictet Asset Management (UK)
United Kingdom
$206K +$177K +4,400 New
5 6
7
8 9

MC Hedge Fund Activity: Q4 2020 in Review

227 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2020, worth a combined $2.62B — up 31% from $2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MC positions and 22 closed out — a net gain of 41 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $25.6M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $31.5M sold.

  • 227 institutional investors held Moelis & Co (MC) as of Q4 2020, up from 188 in Q3 2020.
  • Funds reported $2.62B of Moelis & Co stock for Q4 2020, up 31% quarter-over-quarter.
  • 63 funds opened new Moelis & Co positions in Q4 2020 and 22 closed out, a net change of +41 holders.
  • The largest Moelis & Co buyer in Q4 2020 was BlackRock, an estimated $25.6M added.
  • The largest Moelis & Co seller in Q4 2020 was Causeway Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2020.