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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.

New
Increased
Maintained
Reduced
Closed

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: 173183 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20.52% less ownership

Funds ownership: 110.17%89.65% (-21%)

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
69
Reduced
50
Closed
31
Calls
$4.43M
Puts
$737K
Net Calls
+$3.69M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$171M +$11.2M +247,956 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M -$281K -6,227 -0.2%
BAMCO Inc
3
BAMCO Inc
New York
$91.9M
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$73M -$5.6M -124,055 -8%
JP Morgan Chase
5
JP Morgan Chase
New York
$70.2M -$1.76M -38,985 -3%
Bank of America
6
Bank of America
North Carolina
$67.6M -$4.09M -90,543 -6%
Ameriprise
7
Ameriprise
Minnesota
$60.1M +$19.6M +434,057 +54%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$37.8M +$34.7M +768,255 +7,257%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$37.4M +$34.8M +770,152 New
Jennison Associates
10
Jennison Associates
New York
$36.4M +$2.37M +52,521 +8%
Capital World Investors
11
Capital World Investors
California
$34.9M
State Street
12
State Street
Massachusetts
$32.5M +$1.91M +42,186 +7%
American Century Companies
13
American Century Companies
Missouri
$32.1M +$4.45M +98,571 +17%
Principal Financial Group
14
Principal Financial Group
Iowa
$30.7M +$4.17M +92,382 +17%
RA
15
Royce & Associates
New York
$26.3M -$7.13M -157,924 -23%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$26.2M +$637K +14,110 +3%
AII
17
AGF Investments Inc
Ontario, Canada
$25.4M -$6.24M -138,136 -21%
EA
18
Emerald Advisers
Pennsylvania
$22.9M -$58.3K -1,291 -0.3%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.3M -$284K -6,280 -2%
Northern Trust
20
Northern Trust
Illinois
$18.6M -$317K -7,021 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$16.6M +$986K +21,824 +7%
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$15.4M -$765K -16,928 -5%
Morgan Stanley
23
Morgan Stanley
New York
$14.8M -$7.96M -176,324 -37%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$13.5M +$979K +21,673 +8%
Deutsche Bank
25
Deutsche Bank
Germany
$11.7M +$1.01M +22,306 +10%