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Moelis & Co

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.

New
Increased
Maintained
Reduced
Closed

53.35% more ownership

Funds ownership: 0%53.35% (+53%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$38.6M +$34.9M +1,149,812 New
BAMCO Inc
2
BAMCO Inc
New York
$26.5M +$24M +789,710 New
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$25.8M +$23.3M +766,967 New
WRF
4
Waddell & Reed Financial
Kansas
$21.3M +$19.2M +633,500 New
LCM
5
Lomas Capital Management
New York
$16.5M +$14.9M +491,019 New
Goldman Sachs
6
Goldman Sachs
New York
$15.2M +$13.8M +453,374 New
CF
7
CNA Financial
Illinois
$14.7M +$13.2M +436,675 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$12.8M +$11.5M +380,401 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$12M +$10.9M +358,496 New
TP
10
Third Point
New York
$10.8M +$10.3M +341,044 New
Capital Research Global Investors
11
Capital Research Global Investors
California
$8.9M +$8.04M +264,900 New
PFMOSF
12
Philadelphia Financial Management of San Francisco
California
$8.3M +$7.49M +247,055 New
AIM
13
abrdn Investment Management
United Kingdom
$7.05M +$6.36M +209,590 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$6.53M +$5.89M +194,300 New
BFA
15
BlackRock Fund Advisors
California
$5.6M +$5.06M +166,648 New
Neuberger Berman Group
16
Neuberger Berman Group
New York
$5.45M +$4.92M +162,226 New
BIT
17
BlackRock Institutional Trust
California
$3.18M +$2.87M +94,720 New
CCA
18
Canyon Capital Advisors
Texas
$2.46M +$2.54M +83,681 New
Morgan Stanley
19
Morgan Stanley
New York
$2.36M +$2.13M +70,095 New
State Street
20
State Street
Massachusetts
$2.32M +$2.1M +69,169 New
EA
21
Emerald Advisers
Pennsylvania
$2.02M +$1.83M +60,200 New
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.65M +$1.49M +49,039 New
VKH
23
Virtu KCG Holdings
New York
$1.64M +$1.48M +48,889 New
BG
24
BlackRock Group
United Kingdom
$1.47M +$1.33M +43,781 New
JHIU
25
Janus Henderson Investors US
Colorado
$1.44M +$1.3M +42,792 New

MC Hedge Fund Activity: Q2 2014 in Review

61 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2014, worth a combined $271M.

Buyers outnumbered sellers: 61 funds opened new MC positions and 0 closed out — a net gain of 61 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $34.9M.

  • 61 institutional investors held Moelis & Co (MC) as of Q2 2014, up from 0 in Q1 2014.
  • Funds reported $271M of Moelis & Co stock for Q2 2014.
  • 61 funds opened new Moelis & Co positions in Q2 2014 and 0 closed out, a net change of +61 holders.
  • The largest Moelis & Co buyer in Q2 2014 was JP Morgan Chase, an estimated $34.9M added.

Based on aggregated 13F filings for Q2 2014.