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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 %
EWM
201
Edge Wealth Management
New York
$8K – – –
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$8K +$870 +20 +12%
QI
203
QS Investors
New York
$7K – – –
SMFS
204
Squar Milner Financial Services
California
$7K +$4.08K +112 +140%
APA
205
American Portfolios Advisors
New York
$4.16K – – –
AWM
206
AllSquare Wealth Management
New York
$4K – – –
MA
207
MCF Advisors
Kentucky
$3K -$2K – –
LPWM
208
Lake Point Wealth Management
Texas
$2K – – –
FHA
209
Flagship Harbor Advisors
Massachusetts
$2K +$65 +2 +3%
WEC
210
Winslow Evans & Crocker
Massachusetts
$2K +$2K +12 New
NFG
211
Next Financial Group
Texas
$2K +$2K +38 New
NFH
212
NEXT Financial Holdings
Texas
$2K +$2K +38 New
PMFA
213
Plante Moran Financial Advisors
Michigan
$1K – – –
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$1K +$1K +15 New
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +18 New
GWS
216
Glassman Wealth Services
Virginia
$1K +$774 +24 +343%
CF
217
CNA Financial
Illinois
– -$7.51M -218,337 Closed
MCM
218
Maltese Capital Management
New York
– -$5.33M -155,000 Closed
GLA
219
Great Lakes Advisors
Illinois
– -$4.9M -142,457 Closed
Balyasny Asset Management
220
Balyasny Asset Management
Illinois
– -$3.19M -92,868 Closed
IP
221
Interval Partners
New York
– -$2.97M -86,414 Closed
OAM
222
Origin Asset Management
United Kingdom
– -$2.15M -62,400 Closed
Arrowstreet Capital
223
Arrowstreet Capital
Massachusetts
– -$2.1M -61,100 Closed
BIM
224
Bogle Investment Management
Massachusetts
– -$1.94M -56,363 Closed
VIA
225
Vident Investment Advisory
Georgia
– -$1.54M -44,790 Closed
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