Moelis & Co
183 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 31 closing their positions.
501% more call options, than puts
Call options by funds: $4.43M | Put options by funds: $737K
38% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 50
32% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 31
11% more capital invested
Capital invested by funds: $1.31B → $1.45B (+$141M)
6% more funds holding
Funds holding: 173 → 183 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
20.52% less ownership
Funds ownership: 110.17% → 89.65% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$34.8M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$34.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.6M |
| 4 |
BlackRock
New York
|
+$11.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$70M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$16.7M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$9.14M |
| 4 |
TC
Travelers Companies
Saint Paul,
Minnesota
|
-$8.69M |
| 5 |
Morgan Stanley
New York
|
-$7.96M |
MC Hedge Fund Activity: Q4 2017 in Review
183 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2017, worth a combined $1.45B — up 11% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new MC positions and 31 closed out — a net gain of 10 holders — while 69 added to existing stakes and 50 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $34.8M. The largest seller was Goldman Sachs, cutting an estimated $70M.
- 183 institutional investors held Moelis & Co (MC) as of Q4 2017, up from 173 in Q3 2017.
- Funds reported $1.45B of Moelis & Co stock for Q4 2017, up 11% quarter-over-quarter.
- 41 funds opened new Moelis & Co positions in Q4 2017 and 31 closed out, a net change of +10 holders.
- The largest Moelis & Co buyer in Q4 2017 was Kayne Anderson Rudnick Investment Management, an estimated $34.8M added.
- The largest Moelis & Co seller in Q4 2017 was Goldman Sachs, an estimated $70M sold.
Based on aggregated 13F filings for Q4 2017.