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Moelis & Co
MC

Overview Fund Activity

196 hedge funds and large institutions have $1.58B invested in Moelis & Co in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-22
Holders Change %
-10.09%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
40
Increased
79
Reduced
52
Closed
58
Calls
$1.31M
Puts
$632K
Net Calls
+$679K
Net Calls Change
-$306K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$65.2M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$294M
3
LCOV
London Company of Virginia
Virginia
$23.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$76.1M
5
WHG
Westwood Holdings Group
Texas
$16.5M

Top Sellers

1
HCM
Highline Capital Management
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$4.08M
3
BlackRock
BlackRock
New York
$139M
4
Bank of America
Bank of America
North Carolina
$11.2M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
176
Redhawk Wealth Advisors
Minnesota
$13K +$13K +370 New
RFA
177
Reilly Financial Advisors
California
$11K – – –
ASN
178
Advisory Services Network
Georgia
$10K – – –
PAM
179
Panagora Asset Management
Massachusetts
$9K – – –
FHA
180
First Horizon Advisors
Tennessee
$9K +$99 +3 +1%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$7K -$89.6K -2,636 -93%
EWM
182
Edge Wealth Management
New York
$7K – – –
APA
183
American Portfolios Advisors
New York
$6.99K +$3.5K +100 +100%
QI
184
QS Investors
New York
$6K – – –
CIAS
185
Capital Investment Advisory Services
North Carolina
$6K +$6K +185 New
CFN
186
Cordasco Financial Network
Florida
$5K +$5K +135 New
SMFS
187
Squar Milner Financial Services
California
$4K -$3.18K -85 -44%
LPWM
188
Lake Point Wealth Management
Texas
$2K – – –
FHA
189
Flagship Harbor Advisors
Massachusetts
$2K +$32 +1 +2%
GWMIA
190
Global Wealth Management Investment Advisory
Florida
$2K +$2K +46 New
NFG
191
Next Financial Group
Texas
$1K – – –
PMFA
192
Plante Moran Financial Advisors
Michigan
$1K – – –
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$100 +2 +11%
APC
194
Aspire Private Capital
North Carolina
$1K +$1K +17 New
CI
195
CX Institutional
Indiana
$1K +$1K +20 New
HCM
196
Highline Capital Management
New York
– -$45.2M -1,086,935 Closed
Marshall Wace
197
Marshall Wace
United Kingdom
– -$17.3M -416,538 Closed
AL
198
AJO LP
Pennsylvania
– -$6.25M -150,263 Closed
SVC
199
Strycker View Capital
New York
– -$4.6M -110,500 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
– -$4.43M -106,344 Closed
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