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Moelis & Co
188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
783% more call options, than puts
Call options by funds: $5.62M | Put options by funds: $636K
9% more capital invested
Capital invested by funds: $1.83B → $2B (+$162M)
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
0% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 28
1% less funds holding
Funds holding: 190 → 188 (-2)
7.08% less ownership
Funds ownership: 110.2% → 103.12% (-7.1%)
Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
64
Reduced
61
Closed
28
Calls
$5.62M
Puts
$636K
Net Calls
+$4.98M
Net Calls Change
+$2.99M
Top Buyers
Top Sellers
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$31.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$27M |
| 3 |
Jennison Associates
New York
|
-$25.8M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$9.28M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$214K | -6,863 | Closed |
|
|
BCM
202
Bayesian Capital Management
Brooklyn,
New York
| – | -$202K | -6,475 | Closed |
|
|
NICM
203
Neo Ivy Capital Management
New York
| – | -$137K | -4,399 | Closed |
|
|
CAN
204
Cetera Advisor Networks
El Segundo,
California
| – | -$54K | -1,742 | Closed |
|
|
AAMU
205
Amundi Asset Management US
Boston,
Massachusetts
| – | -$50K | -1,600 | Closed |
|
|
KPW
206
Kore Private Wealth
New York
| – | -$40K | -1,314 | Closed |
|
|
NIT
207
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$34K | -1,100 | Closed |
|
|
BFEC
208
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$23K | -753 | Closed |
|
|
EWM
209
Edge Wealth Management
New York
| – | -$6K | -200 | Closed |
|
|
AIM
210
Anchor Investment Management
Columbia,
South Carolina
| – | -$4.11K | -130 | Closed |
|
|
1IA
211
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$1K | -47 | Closed |
|
|
PAG
212
Private Advisor Group
Morristown,
New Jersey
| – | -$1K | -35 | Closed |
|