Moelis & Co
99 hedge funds and large institutions have $465M invested in Moelis & Co in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 9 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 29
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
19% more capital invested
Capital invested by funds: $391M → $465M (+$74.1M)
3% more funds holding
Funds holding: 96 → 99 (+3)
0.88% less ownership
Funds ownership: 84.93% → 84.05% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$3.76M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.55M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$2.84M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$2.74M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$8.15M |
| 2 |
Jennison Associates
New York
|
-$7.81M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$2.99M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$1.59M |
| 5 |
Renaissance Technologies
New York
|
-$1.57M |
MC Hedge Fund Activity: Q3 2016 in Review
99 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2016, worth a combined $465M — up 19% from $391M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MC positions and 9 closed out — a net gain of 4 holders — while 44 added to existing stakes and 29 trimmed.
The largest buyer was Royce & Associates, adding an estimated $3.76M. The largest seller was BAMCO Inc, cutting an estimated $8.15M.
- 99 institutional investors held Moelis & Co (MC) as of Q3 2016, up from 96 in Q2 2016.
- Funds reported $465M of Moelis & Co stock for Q3 2016, up 19% quarter-over-quarter.
- 13 funds opened new Moelis & Co positions in Q3 2016 and 9 closed out, a net change of +4 holders.
- The largest Moelis & Co buyer in Q3 2016 was Royce & Associates, an estimated $3.76M added.
- The largest Moelis & Co seller in Q3 2016 was BAMCO Inc, an estimated $8.15M sold.
Based on aggregated 13F filings for Q3 2016.