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Moelis & Co

99 hedge funds and large institutions have $462M 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.

New
Increased
Maintained
Reduced
Closed

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

18% more capital invested

Capital invested by funds: $391M → $462M (+$70.8M)

3% more funds holding

Funds holding: 9699 (+3)

0.88% less ownership

Funds ownership: 84.93%84.05% (-0.88%)

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
44
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$68.5M -$8.15M -317,291 -11%
RA
2
Royce & Associates
New York
$58.1M +$3.76M +146,541 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.9M +$1.72M +67,040 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$32.2M +$565K +21,972 +2%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$31.3M +$2.84M +110,456 +10%
Jennison Associates
6
Jennison Associates
New York
$25.1M -$7.81M -304,014 -25%
BFA
7
BlackRock Fund Advisors
California
$14.2M +$834K +32,444 +7%
BIT
8
BlackRock Institutional Trust
California
$13.7M +$368K +14,306 +3%
PFMOSF
9
Philadelphia Financial Management of San Francisco
California
$13.6M +$485K +18,890 +4%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$13.3M +$592K +23,049 +5%
Capital World Investors
11
Capital World Investors
California
$11.3M
Bank of America
12
Bank of America
North Carolina
$9.08M +$484K +18,854 +6%
Morgan Stanley
13
Morgan Stanley
New York
$8.58M -$1.54M -59,841 -16%
State Street
14
State Street
Massachusetts
$8.14M +$23.7K +921 +0.3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$7.46M -$273K -10,622 -4%
Renaissance Technologies
16
Renaissance Technologies
New York
$5.9M -$1.57M -61,147 -22%
CF
17
CNA Financial
Illinois
$5.87M
Northern Trust
18
Northern Trust
Illinois
$5.82M +$14.2K +552 +0.3%
Principal Financial Group
19
Principal Financial Group
Iowa
$5.79M -$1.59M -61,898 -22%
TC
20
Travelers Companies
Minnesota
$5.43M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.75M -$39.9K -1,552 -0.9%
American Century Companies
22
American Century Companies
Missouri
$4.7M -$1.16M -45,051 -20%
Deutsche Bank
23
Deutsche Bank
Germany
$3.89M +$203K +7,896 +6%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$3.77M -$110K -4,272 -3%
Ameriprise
25
Ameriprise
Minnesota
$3.71M +$3.55M +138,042 New