Moelis & Co
173 hedge funds and large institutions have $1.31B invested in Moelis & Co in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 13 closing their positions.
238% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 13
117% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 35
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more capital invested
Capital invested by funds: $973M → $1.31B (+$332M)
30% more call options, than puts
Call options by funds: $2.9M | Put options by funds: $2.23M
20% more funds holding
Funds holding: 144 → 173 (+29)
16.28% more ownership
Funds ownership: 93.89% → 110.17% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$59.1M |
| 2 |
BlackRock
New York
|
+$36.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$19.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$20.5M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$7.81M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$6.59M |
| 4 |
Renaissance Technologies
New York
|
-$4.71M |
| 5 |
SIM
Spark Investment Management
New York
|
-$4.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
176
Laurion Capital Management
New York
| – | -$458K | -11,787 | Closed |
|
|
LA
177
Lucus Advisors
New York
| – | -$358K | -9,210 | Closed |
|
178
Wolverine Trading
Chicago,
Illinois
| – | -$234K | -6,043 | Closed |
|
179
Group One Trading
Chicago,
Illinois
| – | -$156K | -3,899 | Closed |
|
|
AIL
180
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$112K | -2,880 | Closed |
|
|
AIM
181
Acrospire Investment Management
Chicago,
Illinois
| – | -$54K | -1,400 | Closed |
|
182
Creative Planning
Overland Park,
Kansas
| – | -$23K | -600 | Closed |
|
|
DADC
183
D.A. Davidson & Co
Great Falls,
Montana
| – | -$8K | -220 | Closed |
|
|
IA
184
IFP Advisors
Tampa,
Florida
| – | -$7K | -180 | Closed |
|
185
Envestnet Asset Management
Chicago,
Illinois
| – | -$5K | -133 | Closed |
|
MC Hedge Fund Activity: Q3 2017 in Review
173 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2017, worth a combined $1.31B — up 34% from $973M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new MC positions and 13 closed out — a net gain of 31 holders — while 76 added to existing stakes and 35 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $59.1M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $20.5M.
- 173 institutional investors held Moelis & Co (MC) as of Q3 2017, up from 144 in Q2 2017.
- Funds reported $1.31B of Moelis & Co stock for Q3 2017, up 34% quarter-over-quarter.
- 44 funds opened new Moelis & Co positions in Q3 2017 and 13 closed out, a net change of +31 holders.
- The largest Moelis & Co buyer in Q3 2017 was Goldman Sachs, an estimated $59.1M added.
- The largest Moelis & Co seller in Q3 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $20.5M sold.
Based on aggregated 13F filings for Q3 2017.