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Moelis & Co

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.

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
4.7%
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
Name Market Value Shares Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$356M 6,073,819 +1,121,155 +23%
BlackRock
2
BlackRock
New York
$314M 5,351,438 +1,694,763 +46%
Vanguard Group
3
Vanguard Group
Pennsylvania
$210M 3,586,101 +295,455 +9%
BAMCO Inc
4
BAMCO Inc
New York
$111M 1,895,615
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$81M 1,381,479 -202,152 -13%
Jennison Associates
6
Jennison Associates
New York
$79.9M 1,362,542 +175,631 +15%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$79.3M 1,351,854 -115,294 -8%
Bank of America
8
Bank of America
North Carolina
$73.7M 1,257,374 +36,147 +3%
Wells Fargo
9
Wells Fargo
California
$54.1M 922,935 -82,268 -8%
Ameriprise
10
Ameriprise
Minnesota
$54.1M 923,289 -328,870 -26%
Robeco Institutional Asset Management
11
Robeco Institutional Asset Management
Netherlands
$48.3M 822,823 +803,678 +4,198%
State Street
12
State Street
Massachusetts
$46.6M 793,954 +120,229 +18%
Capital World Investors
13
Capital World Investors
California
$42.2M 719,000
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$34.9M 595,556 +42,356 +8%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$34.3M 584,829 -231,148 -28%
APG Asset Management
16
APG Asset Management
Netherlands
$33.6M 667,900 +234,100 +54%
Northern Trust
17
Northern Trust
Illinois
$29M 494,890 +100,539 +25%
Morgan Stanley
18
Morgan Stanley
New York
$26.9M 458,722 +20,896 +5%
EA
19
Emerald Advisers
Pennsylvania
$26.4M 449,594 -6,219 -1%
Principal Financial Group
20
Principal Financial Group
Iowa
$26.1M 445,324 -181,010 -29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$25.9M 442,433 +24,688 +6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$23.6M 403,177 +32,339 +9%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$22.6M 384,575 -5,100 -1%
Norges Bank
24
Norges Bank
Norway
$20.7M 352,230 +123,672 +54%
Deutsche Bank
25
Deutsche Bank
Germany
$18.6M 316,442 +31,443 +11%