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Moelis & Co
MC

Overview Fund Activity

61 hedge funds and large institutions have $271M invested in Moelis & Co in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
61
Holders Change
+61
Holders Change %
–
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
61
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$38.6M
2
BAMCO Inc
2
BAMCO Inc
New York
$26.5M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$25.8M
4
WRF
4
Waddell & Reed Financial
Kansas
$21.3M
5
LCM
5
Lomas Capital Management
New York
$16.5M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$38.6M 1,149,812 +1,149,812 New
BAMCO Inc
2
BAMCO Inc
New York
$26.5M 789,710 +789,710 New
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$25.8M 766,967 +766,967 New
WRF
4
Waddell & Reed Financial
Kansas
$21.3M 633,500 +633,500 New
LCM
5
Lomas Capital Management
New York
$16.5M 491,019 +491,019 New
Goldman Sachs
6
Goldman Sachs
New York
$15.2M 453,374 +453,374 New
CF
7
CNA Financial
Illinois
$14.7M 436,675 +436,675 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$12.8M 380,401 +380,401 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$12M 358,496 +358,496 New
TP
10
Third Point
New York
$10.8M 341,044 +341,044 New
Capital Research Global Investors
11
Capital Research Global Investors
California
$8.9M 264,900 +264,900 New
PFMOSF
12
Philadelphia Financial Management of San Francisco
California
$8.3M 247,055 +247,055 New
AIM
13
abrdn Investment Management
United Kingdom
$7.05M 209,590 +209,590 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$6.53M 194,300 +194,300 New
BFA
15
BlackRock Fund Advisors
California
$5.6M 166,648 +166,648 New
Neuberger Berman Group
16
Neuberger Berman Group
New York
$5.45M 162,226 +162,226 New
BIT
17
BlackRock Institutional Trust
California
$3.18M 94,720 +94,720 New
CCA
18
Canyon Capital Advisors
Texas
$2.46M 83,681 +83,681 New
Morgan Stanley
19
Morgan Stanley
New York
$2.36M 70,095 +70,095 New
State Street
20
State Street
Massachusetts
$2.32M 69,169 +69,169 New
EA
21
Emerald Advisers
Pennsylvania
$2.02M 60,200 +60,200 New
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.65M 49,039 +49,039 New
VKH
23
Virtu KCG Holdings
New York
$1.64M 48,889 +48,889 New
BG
24
BlackRock Group
United Kingdom
$1.47M 43,781 +43,781 New
JHIU
25
Janus Henderson Investors US
Colorado
$1.44M 42,792 +42,792 New
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