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Moelis & Co

96 hedge funds and large institutions have $391M invested in Moelis & Co in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 9596 (+1)

1.01% more ownership

Funds ownership: 83.92%84.93% (+1%)

18% less capital invested

Capital invested by funds: $479M → $391M (-$87.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
43
Reduced
30
Closed
10
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$64.4M -$78.7K -2,945 -0.1%
RA
2
Royce & Associates
New York
$45.4M +$4.78M +179,115 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.2M +$1.63M +61,042 +5%
Jennison Associates
4
Jennison Associates
New York
$27.8M -$12.4M -462,976 -27%
JP Morgan Chase
5
JP Morgan Chase
New York
$26.5M +$2.66M +99,629 +9%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$23.7M +$167K +6,268 +0.6%
BFA
7
BlackRock Fund Advisors
California
$11.1M +$350K +13,098 +3%
BIT
8
BlackRock Institutional Trust
California
$11.1M +$3.17M +118,707 +32%
PFMOSF
9
Philadelphia Financial Management of San Francisco
California
$10.9M +$13M +486,272 New
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$10.6M -$228K -8,525 -2%
Capital World Investors
11
Capital World Investors
California
$9.49M
Morgan Stanley
12
Morgan Stanley
New York
$8.53M +$2.6M +97,450 +35%
Bank of America
13
Bank of America
North Carolina
$7.17M +$35.5K +1,329 +0.4%
State Street
14
State Street
Massachusetts
$6.8M -$72.3K -2,707 -0.9%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$6.48M +$231K +8,644 +3%
Renaissance Technologies
16
Renaissance Technologies
New York
$6.32M +$2.78M +104,200 +59%
Principal Financial Group
17
Principal Financial Group
Iowa
$6.24M +$174K +6,502 +2%
American Century Companies
18
American Century Companies
Missouri
$4.95M +$491K +18,391 +9%
CF
19
CNA Financial
Illinois
$4.91M
Northern Trust
20
Northern Trust
Illinois
$4.86M +$245K +9,155 +4%
TC
21
Travelers Companies
Minnesota
$4.54M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4M +$46.8K +1,751 +1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$3.25M -$2.41M -90,299 -38%
Deutsche Bank
24
Deutsche Bank
Germany
$3.08M +$1.45M +54,189 +66%
Capital Research Global Investors
25
Capital Research Global Investors
California
$2.99M -$3.52M -131,870 -50%