Moelis & Co
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.
75% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 24
31% more capital invested
Capital invested by funds: $1.45B → $1.9B (+$452M)
22% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 59
9% more funds holding
Funds holding: 183 → 200 (+17)
4.04% more ownership
Funds ownership: 89.65% → 93.69% (+4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
50% less call options, than puts
Call options by funds: $1.77M | Put options by funds: $3.56M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$214M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$43.7M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$33.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.3M |
| 5 |
Jennison Associates
New York
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$28M |
| 2 |
Millennium Management
New York
|
-$9.74M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.8M |
| 4 |
SCA
Secor Capital Advisors
New York
|
-$8.76M |
| 5 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$6.88M |
MC Hedge Fund Activity: Q1 2018 in Review
200 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2018, worth a combined $1.9B — up 31% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MC positions and 24 closed out — a net gain of 18 holders — while 72 added to existing stakes and 59 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $214M. The largest seller was American Century Companies, cutting an estimated $28M.
- 200 institutional investors held Moelis & Co (MC) as of Q1 2018, up from 183 in Q4 2017.
- Funds reported $1.9B of Moelis & Co stock for Q1 2018, up 31% quarter-over-quarter.
- 42 funds opened new Moelis & Co positions in Q1 2018 and 24 closed out, a net change of +18 holders.
- The largest Moelis & Co buyer in Q1 2018 was Kayne Anderson Rudnick Investment Management, an estimated $214M added.
- The largest Moelis & Co seller in Q1 2018 was American Century Companies, an estimated $28M sold.
Based on aggregated 13F filings for Q1 2018.