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Moelis & Co
MC

Overview Fund Activity

144 hedge funds and large institutions have $973M invested in Moelis & Co in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 12 closing their positions.

Holders
144
Holders Change
+16
Holders Change %
+12.5%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
53
Reduced
46
Closed
12
Calls
$1.57M
Puts
$1.75M
Net Calls
-$184K
Net Calls Change
+$120K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.7M
2
AII
2
AGF Investments Inc
Ontario, Canada
$21.9M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$19.1M
4
WAM
4
Winslow Asset Management
Ohio
$7.8M
5
BA
5
Boston Advisors
Massachusetts
$6.35M

Top Sellers

1
RA
1
Royce & Associates
New York
$30.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.42M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$69.7M
4
Jennison Associates
4
Jennison Associates
New York
$27.1M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$92.5M 2,379,872 +142,321 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$79.2M 2,039,429 +119,368 +6%
BAMCO Inc
3
BAMCO Inc
New York
$73.6M 1,895,730 – –
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$69.7M 1,793,810 -214,198 -11%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$57M 1,467,418 -79,040 -5%
Bank of America
6
Bank of America
North Carolina
$48.7M 1,254,504 +793,614 +172%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$34.9M 898,239 -133,774 -13%
Ameriprise
8
Ameriprise
Minnesota
$31.2M 802,180 -7,694 -1%
RA
9
Royce & Associates
New York
$30.8M 793,186 -501,185 -39%
Capital World Investors
10
Capital World Investors
California
$27.9M 719,000 – –
Jennison Associates
11
Jennison Associates
New York
$27.1M 697,372 -186,577 -21%
AII
12
AGF Investments Inc
Ontario, Canada
$21.9M 563,586 +563,586 New
State Street
13
State Street
Massachusetts
$21.1M 543,767 +53,620 +11%
Principal Financial Group
14
Principal Financial Group
Iowa
$19.1M 492,290 +213,740 +77%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$19.1M 492,213 +79,405 +19%
EA
16
Emerald Advisers
Pennsylvania
$17.9M 460,001 -7,910 -2%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$15.8M 407,461 -158,614 -28%
EMFAT
18
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.3M 367,335 -93,230 -20%
Northern Trust
19
Northern Trust
Illinois
$12.6M 324,044 +22,234 +7%
RCAMU
20
Rothschild & Co Asset Management US
Connecticut
$12.5M 321,030 +10,841 +3%
Morgan Stanley
21
Morgan Stanley
New York
$12.3M 317,536 -1,996 -0.6%
Goldman Sachs
22
Goldman Sachs
New York
$9.49M 244,143 +107,719 +79%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.11M 234,533 +8,745 +4%
SIM
24
Spark Investment Management
New York
$8.92M 229,500 +41,200 +22%
CF
25
CNA Financial
Illinois
$8.48M 218,337 – –
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