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Moelis & Co
MC

205 hedge funds and large institutions have $2.31B invested in Moelis & Co in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $6.39M | Put options by funds: $3.68M

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

22% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 63

22% more capital invested

Capital invested by funds: $1.9B → $2.31B (+$411M)

4.92% more ownership

Funds ownership: 93.69% → 98.61% (+4.9%)

3% more funds holding

Funds holding: 200 → 205 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
4.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
77
Reduced
63
Closed
23
Calls
$6.39M
Puts
$3.68M
Net Calls
+$2.71M
Net Calls Change
+$4.51M

Top Buyers

1
BlackRock
BlackRock
New York
+$97.4M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$64.4M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$46.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$17M
5
APG Asset Management
APG Asset Management
Netherlands
+$13.5M

Top Sellers

1
MWNA
Marshall Wace North America
New York
-$26.4M
2
AII
AGF Investments Inc
Ontario, Canada
-$26.3M
3
Ameriprise
Ameriprise
Minnesota
-$18.9M
4
LCM
Laurion Capital Management
New York
-$17.9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$356M +$64.4M +1,121,155 +23%
BlackRock
2
BlackRock
New York
$314M +$97.4M +1,694,763 +46%
Vanguard Group
3
Vanguard Group
Pennsylvania
$210M +$17M +295,455 +9%
BAMCO Inc
4
BAMCO Inc
New York
$111M – – –
JP Morgan Chase
5
JP Morgan Chase
New York
$81M -$11.6M -202,152 -13%
Jennison Associates
6
Jennison Associates
New York
$79.9M +$10.1M +175,631 +15%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$79.3M -$6.62M -115,294 -8%
Bank of America
8
Bank of America
North Carolina
$73.7M +$2.08M +36,147 +3%
Wells Fargo
9
Wells Fargo
California
$54.1M -$4.73M -82,268 -8%
Ameriprise
10
Ameriprise
Minnesota
$54.1M -$18.9M -328,870 -26%
Robeco Institutional Asset Management
11
Robeco Institutional Asset Management
Netherlands
$48.3M +$46.2M +803,678 +4,198%
State Street
12
State Street
Massachusetts
$46.6M +$6.91M +120,229 +18%
Capital World Investors
13
Capital World Investors
California
$42.2M – – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$34.9M +$2.43M +42,356 +8%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$34.3M -$13.3M -231,148 -28%
APG Asset Management
16
APG Asset Management
Netherlands
$33.6M +$13.5M +234,100 +54%
Northern Trust
17
Northern Trust
Illinois
$29M +$5.78M +100,539 +25%
Morgan Stanley
18
Morgan Stanley
New York
$26.9M +$1.2M +20,896 +5%
EA
19
Emerald Advisers
Pennsylvania
$26.4M -$357K -6,219 -1%
Principal Financial Group
20
Principal Financial Group
Iowa
$26.1M -$10.4M -181,010 -29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$25.9M +$1.42M +24,688 +6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$23.6M +$1.86M +32,339 +9%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$22.6M -$293K -5,100 -1%
Norges Bank
24
Norges Bank
Norway
$20.7M +$7.11M +123,672 +54%
Deutsche Bank
25
Deutsche Bank
Germany
$18.6M +$1.81M +31,443 +11%
1
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MC Hedge Fund Activity: Q2 2018 in Review

205 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2018, worth a combined $2.31B — up 22% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MC positions and 23 closed out — a net gain of 8 holders — while 77 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $97.4M. The largest seller was Marshall Wace North America, cutting an estimated $26.4M.

  • 205 institutional investors held Moelis & Co (MC) as of Q2 2018, up from 200 in Q1 2018.
  • Funds reported $2.31B of Moelis & Co stock for Q2 2018, up 22% quarter-over-quarter.
  • 31 funds opened new Moelis & Co positions in Q2 2018 and 23 closed out, a net change of +8 holders.
  • The largest Moelis & Co buyer in Q2 2018 was BlackRock, an estimated $97.4M added.
  • The largest Moelis & Co seller in Q2 2018 was Marshall Wace North America, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2018.