Moelis & Co
85 hedge funds and large institutions have $418M invested in Moelis & Co in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 11 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 27
1.28% more ownership
Funds ownership: 77.63% → 78.91% (+1.3%)
1% more funds holding
Funds holding: 84 → 85 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $437M → $418M (-$19.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$10.5M |
| 2 |
RA
Royce & Associates
New York
|
+$7.8M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$4.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$3.51M |
| 5 |
MCM
Maltese Capital Management
New York
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.16M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.28M |
| 3 |
Two Sigma Investments
New York
|
-$3.94M |
| 4 |
Two Sigma Advisers
New York
|
-$2.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.58M |
MC Hedge Fund Activity: Q3 2015 in Review
85 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2015, worth a combined $418M — down 4.4% from $437M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MC positions and 11 closed out — a net gain of 1 holder — while 32 added to existing stakes and 27 trimmed.
The largest buyer was BAMCO Inc, adding an estimated $10.5M. The largest seller was Wellington Management Group, cutting an estimated $8.16M.
- 85 institutional investors held Moelis & Co (MC) as of Q3 2015, up from 84 in Q2 2015.
- Funds reported $418M of Moelis & Co stock for Q3 2015, down 4.4% quarter-over-quarter.
- 12 funds opened new Moelis & Co positions in Q3 2015 and 11 closed out, a net change of +1 holder.
- The largest Moelis & Co buyer in Q3 2015 was BAMCO Inc, an estimated $10.5M added.
- The largest Moelis & Co seller in Q3 2015 was Wellington Management Group, an estimated $8.16M sold.
Based on aggregated 13F filings for Q3 2015.