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Moelis & Co

109 hedge funds and large institutions have $592M invested in Moelis & Co in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

28% more capital invested

Capital invested by funds: $462M → $592M (+$130M)

10% more funds holding

Funds holding: 99109 (+10)

0.79% more ownership

Funds ownership: 84.05%84.83% (+0.79%)

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
52
Reduced
27
Closed
8
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$64.3M -$18.4M -651,062 -26%
RA
2
Royce & Associates
New York
$59.6M -$11.4M -403,098 -19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.7M +$1.58M +56,138 +4%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$48.2M +$7.29M +258,140 +22%
JP Morgan Chase
5
JP Morgan Chase
New York
$42.5M +$1.58M +55,910 +5%
Jennison Associates
6
Jennison Associates
New York
$32M +$326K +11,565 +1%
Capital World Investors
7
Capital World Investors
California
$24.4M +$8.38M +297,000 +70%
BFA
8
BlackRock Fund Advisors
California
$21.9M +$3.41M +120,698 +23%
BIT
9
BlackRock Institutional Trust
California
$20.7M +$2.86M +101,192 +20%
Ameriprise
10
Ameriprise
Minnesota
$18.8M +$11.7M +416,163 +301%
Bank of America
11
Bank of America
North Carolina
$11.9M +$391K +13,850 +4%
State Street
12
State Street
Massachusetts
$11M +$641K +22,706 +7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$10.2M +$639K +22,638 +8%
Morgan Stanley
14
Morgan Stanley
New York
$9.22M -$1.33M -47,018 -15%
Principal Financial Group
15
Principal Financial Group
Iowa
$8.54M +$1.03M +36,559 +17%
Northern Trust
16
Northern Trust
Illinois
$7.67M +$279K +9,885 +5%
Renaissance Technologies
17
Renaissance Technologies
New York
$7.59M +$126K +4,447 +2%
CF
18
CNA Financial
Illinois
$7.4M
TC
19
Travelers Companies
Minnesota
$6.85M
KCM
20
Kennedy Capital Management
Missouri
$6.43M +$2.65M +93,940 +98%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.3M +$2.59M +91,800 +98%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.14M +$2.03M +71,948 +66%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.01M +$29K +1,027 +0.6%
NIP
24
Nicholas Investment Partners
California
$5.14M +$4.28M +151,759 New
UBS Group
25
UBS Group
Switzerland
$4.72M +$132K +4,673 +3%