Moelis & Co
84 hedge funds and large institutions have $437M invested in Moelis & Co in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 25 closing their positions.
283% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 12
197% more call options, than puts
Call options by funds: $86K | Put options by funds: $29K
6.98% more ownership
Funds ownership: 70.65% → 77.63% (+7%)
4% more capital invested
Capital invested by funds: $420M → $437M (+$17.7M)
10% less funds holding
Funds holding: 93 → 84 (-9)
36% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 25
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$28.7M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$10.8M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$9.29M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.29M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$6.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$32.4M |
| 2 |
Millennium Management
New York
|
-$10.5M |
| 3 |
Neuberger Berman Group
New York
|
-$5.73M |
| 4 |
TP
Third Point
New York
|
-$5.11M |
| 5 |
GE
General Electric
Evendale,
Ohio
|
-$5.04M |
MC Hedge Fund Activity: Q2 2015 in Review
84 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2015, worth a combined $437M — up 4.2% from $420M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of MC and 16 opened new positions — a net loss of 9 holders — while 12 trimmed existing stakes and 46 added.
The largest buyer was BAMCO Inc, adding an estimated $28.7M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $32.4M sold.
- 84 institutional investors held Moelis & Co (MC) as of Q2 2015, down from 93 in Q1 2015.
- Funds reported $437M of Moelis & Co stock for Q2 2015, up 4.2% quarter-over-quarter.
- 16 funds opened new Moelis & Co positions in Q2 2015 and 25 closed out, a net change of -9 holders.
- The largest Moelis & Co buyer in Q2 2015 was BAMCO Inc, an estimated $28.7M added.
- The largest Moelis & Co seller in Q2 2015 was Waddell & Reed Financial, an estimated $32.4M sold.
Based on aggregated 13F filings for Q2 2015.