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Moelis & Co
MC

Overview Fund Activity

218 hedge funds and large institutions have $1.87B invested in Moelis & Co in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
4.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
80
Reduced
70
Closed
40
Calls
$1.66M
Puts
$678K
Net Calls
+$985K
Net Calls Change
-$2.87M

Top Buyers

1
HCM
Highline Capital Management
New York
+$45.2M
2
Goldman Sachs
Goldman Sachs
New York
+$40.6M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$29.3M
4
AIM
Artemis Investment Management
United Kingdom
+$19.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.8M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$14.3M
3
Jennison Associates
Jennison Associates
New York
-$14.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$12M
5
CF
CNA Financial
Illinois
-$7.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
176
GQ Asset Management
New York
$131K +$131K +3,159 New
AG
177
Advisor Group
Arizona
$118K -$67.1K -1,606 -36%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$118K +$104K +2,514 +766%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$101K -$271K -6,496 -73%
HCM
180
Hilton Capital Management
New York
$101K +$101K +2,421 New
MAM
181
Meeder Asset Management
Ohio
$64K -$360K -8,635 -85%
MCM
182
McKinley Capital Management
Alaska
$63K – – –
SQA
183
Simon Quick Advisors
New Jersey
$52K – – –
QT
184
Quantbot Technologies
New York
$45K -$108K -2,631 -71%
JIR
185
James Investment Research
Ohio
$41K -$157K -3,745 -79%
Simplex Trading
186
Simplex Trading
Illinois
$41K +$41K +1,000 New
FCA
187
FinTrust Capital Advisors
South Carolina
$40K +$1.57K +38 +4%
PHK
188
Point72 Hong Kong
Hong Kong
$30K -$42.8K -1,038 -59%
ST
189
Sageworth Trust
Pennsylvania
$28K +$28K +684 New
Loomis, Sayles & Company
190
Loomis, Sayles & Company
Massachusetts
$25K – – –
PFO
191
Pathstone Family Office
New Jersey
$23K +$930 +22 +4%
RCAG
192
Rehmann Capital Advisory Group
Michigan
$16.9K – – –
RFA
193
Reilly Financial Advisors
California
$14K – – –
BBHC
194
Brown Brothers Harriman & Co
New York
$14K +$14K +332 New
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +232 New
ASN
196
Advisory Services Network
Georgia
$12K – – –
FHA
197
First Horizon Advisors
Tennessee
$11K +$450 +11 +4%
PAM
198
Panagora Asset Management
Massachusetts
$10K -$905K -22,805 -99%
TRCT
199
Tower Research Capital (TRC)
New York
$10K -$23.3K -576 -70%
CAM
200
Cresset Asset Management
Illinois
$9K +$9K +214 New
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8
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