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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.

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 Market Value Shares Shares
Change
Shares
Change %
BAMCO Inc
1
BAMCO Inc
New York
$64.3M 1,895,730 -651,062 -26%
RA
2
Royce & Associates
New York
$59.6M 1,759,014 -403,098 -19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.7M 1,464,963 +56,138 +4%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$48.2M 1,421,370 +258,140 +22%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$42.5M 1,253,796 +55,910 +5%
Jennison Associates
6
Jennison Associates
New York
$32M 943,465 +11,565 +1%
Capital World Investors
7
Capital World Investors
California
$24.4M 719,000 +297,000 +70%
BFA
8
BlackRock Fund Advisors
California
$21.9M 647,095 +120,698 +23%
BIT
9
BlackRock Institutional Trust
California
$20.7M 609,397 +101,192 +20%
Ameriprise
10
Ameriprise
Minnesota
$18.8M 554,205 +416,163 +301%
Bank of America
11
Bank of America
North Carolina
$11.9M 351,567 +13,850 +4%
State Street
12
State Street
Massachusetts
$11M 325,602 +22,706 +7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$10.2M 300,208 +22,638 +8%
Morgan Stanley
14
Morgan Stanley
New York
$9.23M 272,130 -47,018 -15%
Principal Financial Group
15
Principal Financial Group
Iowa
$8.54M 252,012 +36,559 +17%
Northern Trust
16
Northern Trust
Illinois
$7.67M 226,232 +9,885 +5%
Renaissance Technologies
17
Renaissance Technologies
New York
$7.59M 224,000 +4,447 +2%
CF
18
CNA Financial
Illinois
$7.4M 218,337
TC
19
Travelers Companies
Minnesota
$6.85M 201,947
KCM
20
Kennedy Capital Management
Missouri
$6.43M 189,584 +93,940 +98%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.3M 185,900 +91,800 +98%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.14M 180,975 +71,948 +66%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.02M 177,461 +1,027 +0.6%
NIP
24
Nicholas Investment Partners
California
$5.14M 151,759 +151,759 New
UBS Group
25
UBS Group
Switzerland
$4.73M 139,382 +4,673 +3%