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Moelis & Co
MC

Overview Fund Activity

200 hedge funds and large institutions have $1.9B invested in Moelis & Co in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
72
Reduced
59
Closed
24
Calls
$1.77M
Puts
$3.56M
Net Calls
-$1.8M
Net Calls Change
-$5.49M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$252M
2
Wells Fargo
Wells Fargo
California
$51.1M
3
MWNA
Marshall Wace North America
New York
$34.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$167M
5
Jennison Associates
Jennison Associates
New York
$60.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$5.92M
2
Millennium Management
Millennium Management
New York
$0
3
SCA
Secor Capital Advisors
New York
$0
4
Bank of America
Bank of America
North Carolina
$62.1M
5
MCM
McKinley Capital Management
Alaska
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
176
Rehmann Capital Advisory Group
Michigan
$21K +$21K +407 New
RFA
177
Reilly Financial Advisors
California
$17K – – –
ASN
178
Advisory Services Network
Georgia
$15K -$27.6K -551 -65%
MBT
179
Monroe Bank & Trust
Michigan
$15K – – –
CG
180
Cutler Group
California
$12K -$56.5K -1,177 -82%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$12K – – –
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$11K +$11K +214 New
Loomis, Sayles & Company
183
Loomis, Sayles & Company
Massachusetts
$9K -$32.8K -624 -78%
QI
184
QS Investors
New York
$8K – – –
LF
185
Lee Financial
Texas
$7K +$7K +129 New
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$6K +$53 +1 +0.9%
Bessemer Group
187
Bessemer Group
New Jersey
$5K – – –
APP
188
Avantax Planning Partners
Iowa
$5K +$5K +100 New
FRA
189
Front Row Advisors
California
$4K – – –
CCA
190
Catalyst Capital Advisors
New York
$4K +$4K +72 New
Parallax Volatility Advisers
191
Parallax Volatility Advisers
California
$3K -$206K -4,678 -99%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$3K +$3K +50 New
FGC
193
Financial Gravity Companies
Texas
$2K -$303 -5 -13%
FGAM
194
Financial Gravity Asset Management
Texas
$2K +$2K +33 New
AFNAS
195
American Financial Network Advisory Services
California
$1.02K +$1.02K +275 New
BFEC
196
Benjamin F. Edwards & Company
Missouri
$1K – – –
PMFA
197
Plante Moran Financial Advisors
Michigan
$1K +$1K +28 New
Millennium Management
198
Millennium Management
New York
– -$9.74M -200,849 Closed
SCA
199
Secor Capital Advisors
New York
– -$8.76M -180,694 Closed
SIM
200
Spark Investment Management
New York
– -$4.84M -99,820 Closed
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