Moelis & Co
128 hedge funds and large institutions have $953M invested in Moelis & Co in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 8 closing their positions.
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
150% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 24
61% more capital invested
Capital invested by funds: $592M → $953M (+$361M)
17% more funds holding
Funds holding: 109 → 128 (+19)
10.29% more ownership
Funds ownership: 84.83% → 95.12% (+10%)
10% less call options, than puts
Call options by funds: $2.81M | Put options by funds: $3.12M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$80.8M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$37.4M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$21.3M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$19.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$16.8M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.24M |
| 3 |
Jennison Associates
New York
|
-$2.16M |
| 4 |
CMI
Cider Mill Investments
Greenwich,
Connecticut
|
-$1.53M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.3M |
MC Hedge Fund Activity: Q1 2017 in Review
128 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2017, worth a combined $953M — up 61% from $592M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new MC positions and 8 closed out — a net gain of 25 holders — while 60 added to existing stakes and 24 trimmed.
The largest buyer was BlackRock, adding an estimated $80.8M. The largest seller was Royce & Associates, cutting an estimated $16.8M.
- 128 institutional investors held Moelis & Co (MC) as of Q1 2017, up from 109 in Q4 2016.
- Funds reported $953M of Moelis & Co stock for Q1 2017, up 61% quarter-over-quarter.
- 33 funds opened new Moelis & Co positions in Q1 2017 and 8 closed out, a net change of +25 holders.
- The largest Moelis & Co buyer in Q1 2017 was BlackRock, an estimated $80.8M added.
- The largest Moelis & Co seller in Q1 2017 was Royce & Associates, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2017.