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.
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
27% more capital invested
Capital invested by funds: $465M → $592M (+$127M)
10% more funds holding
Funds holding: 99 → 109 (+10)
0.79% more ownership
Funds ownership: 84.05% → 84.83% (+0.79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.7M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$8.38M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$7.29M |
| 4 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
+$4.28M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$18.4M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$13.6M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$13.3M |
| 4 |
RA
Royce & Associates
New York
|
-$11.4M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$4.34M |
MC Hedge Fund Activity: Q4 2016 in Review
109 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2016, worth a combined $592M — up 27% from $465M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MC positions and 8 closed out — a net gain of 10 holders — while 52 added to existing stakes and 27 trimmed.
The largest buyer was Ameriprise, adding an estimated $11.7M. The largest seller was BAMCO Inc, cutting an estimated $18.4M.
- 109 institutional investors held Moelis & Co (MC) as of Q4 2016, up from 99 in Q3 2016.
- Funds reported $592M of Moelis & Co stock for Q4 2016, up 27% quarter-over-quarter.
- 18 funds opened new Moelis & Co positions in Q4 2016 and 8 closed out, a net change of +10 holders.
- The largest Moelis & Co buyer in Q4 2016 was Ameriprise, an estimated $11.7M added.
- The largest Moelis & Co seller in Q4 2016 was BAMCO Inc, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2016.