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Moelis & Co
MC

Overview Fund Activity

227 hedge funds and large institutions have $2.62B invested in Moelis & Co in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+39
Holders Change %
+20.74%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
63
Increased
70
Reduced
65
Closed
22
Calls
$5.43M
Puts
$1.15M
Net Calls
+$4.27M
Net Calls Change
-$708K

Top Buyers

1
BlackRock
1
BlackRock
New York
$218M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$63.8M
3
Millennium Management
3
Millennium Management
New York
$16.1M
4
WA
4
Wasatch Advisors
Utah
$47M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$7.63M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$51.7M
2
CCM
2
Causeway Capital Management
California
$0
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$28.4M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$137M
5
PF
5
Phoenix Financial
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
176
Wilbanks Smith & Thomas Asset Management
Virginia
$203K +$203K +4,343 New
FMT
177
First Mercantile Trust
Tennessee
$200K -$23.8K -510 -11%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$191K -$26.3K -564 -12%
SQA
179
Simon Quick Advisors
New Jersey
$180K +$51.6K +1,101 +40%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$137K – – –
SG Americas Securities
181
SG Americas Securities
New York
$107K +$107K +2,292 New
IA
182
IFP Advisors
Florida
$93K -$1.66K -36 -2%
FC
183
FORA Capital
Florida
$91K +$60.6K +1,291 +199%
TRCT
184
Tower Research Capital (TRC)
New York
$87K -$2.13M -45,686 -96%
QT
185
Quantbot Technologies
New York
$87K +$68.2K +1,473 +363%
EW
186
Evoke Wealth
California
$77K – – –
Macquarie Group
187
Macquarie Group
Australia
$68K -$5.98M -127,076 -99%
GLLW
188
Graves Light Lenhart Wealth
Virginia
$63K +$63K +1,357 New
KC
189
Kinloch Capital
Virginia
$59K +$59K +1,270 New
PCG
190
Private Capital Group
Connecticut
$47K +$4.34K +93 +10%
SFO
191
Standard Family Office
South Dakota
$44K +$44K +940 New
WWM
192
Wolff Wiese Magana
California
$41K +$41K +877 New
FF
193
FourThought Financial
Florida
$41K +$41K +879 New
FHA
194
First Horizon Advisors
Tennessee
$40K -$2.4K -52 -6%
Mitsubishi UFJ Trust & Banking
195
Mitsubishi UFJ Trust & Banking
Japan
$34K -$168K -3,600 -83%
ICP
196
Interchange Capital Partners
Pennsylvania
$16K +$16K +353 New
RFA
197
Reilly Financial Advisors
California
$15K – – –
LWM
198
Liberty Wealth Management
California
$14K +$613 +12 +5%
Simplex Trading
199
Simplex Trading
Illinois
$14K +$2.43K +53 +21%
APA
200
American Portfolios Advisors
New York
$13.8K +$1.36K +29 +11%
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8
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