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Moelis & Co
MC

Overview Fund Activity

93 hedge funds and large institutions have $420M invested in Moelis & Co in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
37
Reduced
26
Closed
19
Calls
$39K
Puts
$39K
Net Calls
–
Net Calls Change
-$112K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$45.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$31M
5
LCM
5
Lomas Capital Management
New York
$24.5M

Top Sellers

1
EA
1
Emerald Advisers
Pennsylvania
$0
2
AIM
2
abrdn Investment Management
United Kingdom
$0
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$366K
4
SC
4
Shellback Capital
Massachusetts
$0
5
ECA
5
Endeavour Capital Advisors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
1
BAMCO Inc
New York
$45.9M 1,522,774 +37,500 +3%
Jennison Associates
2
Jennison Associates
New York
$45.4M 1,507,733 +591,854 +65%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36.1M 1,197,125 +103,752 +9%
WRF
4
Waddell & Reed Financial
Kansas
$32.4M 1,076,174 +42,200 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$31M 1,029,220 +97,835 +11%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$25.2M 835,208 -121,080 -13%
LCM
7
Lomas Capital Management
New York
$24.5M 814,719 +88,700 +12%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$21.8M 724,799 +23,609 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$20.3M 672,300 +232,800 +53%
Goldman Sachs
10
Goldman Sachs
New York
$13.2M 436,613 -10,527 -2%
Millennium Management
11
Millennium Management
New York
$12.3M 409,954 -60 -0%
Capital Research Global Investors
12
Capital Research Global Investors
California
$7.98M 264,900 – –
CF
13
CNA Financial
Illinois
$6.58M 218,337 – –
Morgan Stanley
14
Morgan Stanley
New York
$5.95M 197,527 -49,276 -20%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$5.73M 190,200 -38,600 -17%
BFA
16
BlackRock Fund Advisors
California
$5.62M 186,641 -2,112 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.31M 176,170 -1,833 -1%
TP
18
Third Point
New York
$5.11M 170,523 – –
GE
19
General Electric
Ohio
$5.04M 167,359 – –
State Street
20
State Street
Massachusetts
$4.56M 151,307 +20,973 +16%
BIT
21
BlackRock Institutional Trust
California
$3.38M 112,212 +25,533 +29%
AC
22
Alpenglow Capital
California
$3.18M 105,712 -118,708 -53%
TCIM
23
TIAA CREF Investment Management
New York
$2.85M 94,495 +42,070 +80%
Deutsche Bank
24
Deutsche Bank
Germany
$2.67M 88,621 +82,304 +1,303%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$2.59M 85,846 -23,200 -21%
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