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.
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: 95 → 96 (+1)
1.01% more ownership
Funds ownership: 83.92% → 84.93% (+1%)
19% less capital invested
Capital invested by funds: $482M → $391M (-$91M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$13M |
| 2 |
RA
Royce & Associates
New York
|
+$4.78M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$3.17M |
| 4 |
Renaissance Technologies
New York
|
+$2.78M |
| 5 |
JP Morgan Chase
New York
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$12.4M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$3.52M |
| 3 |
LCM
Lomas Capital Management
New York
|
-$2.46M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.41M |
| 5 |
IP
Interval Partners
New York
|
-$2.01M |
MC Hedge Fund Activity: Q2 2016 in Review
96 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2016, worth a combined $391M — down 19% from $482M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MC positions and 10 closed out — a net gain of 2 holders — while 43 added to existing stakes and 30 trimmed.
The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $13M. The largest seller was Jennison Associates, cutting an estimated $12.4M.
- 96 institutional investors held Moelis & Co (MC) as of Q2 2016, up from 95 in Q1 2016.
- Funds reported $391M of Moelis & Co stock for Q2 2016, down 19% quarter-over-quarter.
- 12 funds opened new Moelis & Co positions in Q2 2016 and 10 closed out, a net change of +2 holders.
- The largest Moelis & Co buyer in Q2 2016 was Philadelphia Financial Management of San Francisco, an estimated $13M added.
- The largest Moelis & Co seller in Q2 2016 was Jennison Associates, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2016.