Moelis & Co
88 hedge funds and large institutions have $486M invested in Moelis & Co in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
16% more capital invested
Capital invested by funds: $418M → $486M (+$67.1M)
4% more funds holding
Funds holding: 85 → 88 (+3)
3.45% more ownership
Funds ownership: 78.91% → 82.36% (+3.4%)
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$19.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.12M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.22M |
| 4 |
Jennison Associates
New York
|
+$3.67M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.46M |
| 3 |
LCM
Lomas Capital Management
New York
|
-$5.48M |
| 4 |
GL
GLG LLC
New York
|
-$2.84M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$1.95M |
MC Hedge Fund Activity: Q4 2015 in Review
88 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2015, worth a combined $486M — up 16% from $418M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MC positions and 8 closed out — a net gain of 4 holders — while 31 added to existing stakes and 29 trimmed.
The largest buyer was Royce & Associates, adding an estimated $19.3M. The largest seller was Goldman Sachs, cutting an estimated $6.5M.
- 88 institutional investors held Moelis & Co (MC) as of Q4 2015, up from 85 in Q3 2015.
- Funds reported $486M of Moelis & Co stock for Q4 2015, up 16% quarter-over-quarter.
- 12 funds opened new Moelis & Co positions in Q4 2015 and 8 closed out, a net change of +4 holders.
- The largest Moelis & Co buyer in Q4 2015 was Royce & Associates, an estimated $19.3M added.
- The largest Moelis & Co seller in Q4 2015 was Goldman Sachs, an estimated $6.5M sold.
Based on aggregated 13F filings for Q4 2015.