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Moelis & Co
MC

Overview Fund Activity

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.

Holders
84
Holders Change
-9
Holders Change %
-9.68%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
46
Reduced
12
Closed
25
Calls
$86K
Puts
$29K
Net Calls
+$57K
Net Calls Change
+$57K

Top Buyers

1
BAMCO Inc
1
BAMCO Inc
New York
$71.9M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$10.6M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$29.9M
4
BFA
4
BlackRock Fund Advisors
California
$12.5M
5
American Century Companies
5
American Century Companies
Missouri
$5.96M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
Millennium Management
2
Millennium Management
New York
$1.44M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
TP
4
Third Point
New York
$0
5
GE
5
General Electric
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
1
BAMCO Inc
New York
$71.9M 2,503,365 +980,591 +64%
Jennison Associates
2
Jennison Associates
New York
$44.6M 1,553,866 +46,133 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$35M 1,218,706 +21,581 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.4M 1,092,047 +62,827 +6%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$29.9M 1,042,627 +317,828 +44%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$25.6M 890,915 +55,707 +7%
LCM
7
Lomas Capital Management
New York
$22.3M 777,367 -37,352 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$18.9M 657,000 -15,300 -2%
BFA
9
BlackRock Fund Advisors
California
$12.5M 436,152 +249,511 +134%
Goldman Sachs
10
Goldman Sachs
New York
$11.6M 405,096 -31,517 -7%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$10.6M 370,175 +370,175 New
Morgan Stanley
12
Morgan Stanley
New York
$8.26M 287,698 +90,171 +46%
Capital Research Global Investors
13
Capital Research Global Investors
California
$7.61M 264,900 – –
State Street
14
State Street
Massachusetts
$7.4M 257,952 +106,645 +70%
BIT
15
BlackRock Institutional Trust
California
$6.72M 234,140 +121,928 +109%
CF
16
CNA Financial
Illinois
$6.27M 218,337 – –
American Century Companies
17
American Century Companies
Missouri
$5.96M 207,706 +207,706 New
TC
18
Travelers Companies
Minnesota
$5.8M 201,947 +201,947 New
Deutsche Bank
19
Deutsche Bank
Germany
$5.25M 182,845 +94,224 +106%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.09M 177,312 +1,142 +0.6%
TCIM
21
TIAA CREF Investment Management
New York
$5.02M 174,830 +80,335 +85%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.65M 162,020 +134,320 +485%
Two Sigma Investments
23
Two Sigma Investments
New York
$3.94M 137,242 +55,285 +67%
GL
24
GLG LLC
New York
$3.58M 124,757 +124,757 New
Northern Trust
25
Northern Trust
Illinois
$2.74M 95,257 +9,858 +12%
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