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Moelis & Co
MC

Overview Fund Activity

195 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
75
Reduced
62
Closed
29
Calls
$917K
Puts
$5.19M
Net Calls
-$4.28M
Net Calls Change
-$4.96M

Top Buyers

1
LCOV
1
London Company of Virginia
Virginia
$71.8M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$98.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$108M
4
SSA
4
Schonfeld Strategic Advisors
New York
$16.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$8.65M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$187M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$0
4
Ameriprise
4
Ameriprise
Minnesota
$22.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
176
Reilly Financial Advisors
California
$11K – – –
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$11K +$4.47K +141 +68%
ASN
178
Advisory Services Network
Georgia
$10K – – –
PCG
179
Private Capital Group
Connecticut
$10K +$10K +314 New
APA
180
American Portfolios Advisors
New York
$6.57K – – –
KWA
181
KCS Wealth Advisory
California
$6.57K +$6.57K +200 New
TRCT
182
Tower Research Capital (TRC)
New York
$6K -$698K -19,779 -99%
QI
183
QS Investors
New York
$6K – – –
EWM
184
Edge Wealth Management
New York
$6K – – –
CFN
185
Cordasco Financial Network
Florida
$4K – – –
FHA
186
Flagship Harbor Advisors
Massachusetts
$2K +$31 +1 +2%
SIS
187
Sound Income Strategies
Florida
$2K +$1.83K +44 +1,100%
GWAG
188
Garrett Wealth Advisory Group
Texas
$1.02K +$1.02K +31 New
NFG
189
Next Financial Group
Texas
$1K – – –
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +19 New
SFSIG
192
San Francisco Sentry Investment Group
California
$1K +$1K +22 New
AIM
193
Artemis Investment Management
United Kingdom
– -$21M -601,106 Closed
APG Asset Management
194
APG Asset Management
Netherlands
– -$16.7M -545,700 Closed
PFMOSF
195
Philadelphia Financial Management of San Francisco
California
– -$7.54M -215,864 Closed
NIP
196
Nicholas Investment Partners
California
– -$4.52M -129,187 Closed
RCAMU
197
Rothschild & Co Asset Management US
Connecticut
– -$3.65M -104,322 Closed
American Century Companies
198
American Century Companies
Missouri
– -$2.44M -69,692 Closed
EIP
199
Easterly Investment Partners
Massachusetts
– -$2.18M -62,500 Closed
RC
200
Roubaix Capital
Colorado
– -$1.99M -56,958 Closed
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