Moelis & Co
196 hedge funds and large institutions have $1.58B invested in Moelis & Co in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 58 closing their positions.
107% more call options, than puts
Call options by funds: $1.31M | Put options by funds: $632K
52% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 52
6.78% less ownership
Funds ownership: 99.02% → 92.24% (-6.8%)
10% less funds holding
Funds holding: 218 → 196 (-22)
15% less capital invested
Capital invested by funds: $1.87B → $1.58B (-$290M)
31% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$41.9M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$35.3M |
| 3 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$24.7M |
| 4 |
JP Morgan Chase
New York
|
+$21.5M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highline Capital Management
New York
|
-$45.2M |
| 2 |
Goldman Sachs
New York
|
-$35.7M |
| 3 |
BlackRock
New York
|
-$29.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$21M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$19.8M |
MC Hedge Fund Activity: Q2 2019 in Review
196 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2019, worth a combined $1.58B — down 15% from $1.87B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of MC and 40 opened new positions — a net loss of 18 holders — while 52 trimmed existing stakes and 79 added.
The largest buyer was Capital Research Global Investors, adding an estimated $41.9M. The largest seller was Highline Capital Management, exiting entirely with an estimated $45.2M sold.
- 196 institutional investors held Moelis & Co (MC) as of Q2 2019, down from 218 in Q1 2019.
- Funds reported $1.58B of Moelis & Co stock for Q2 2019, down 15% quarter-over-quarter.
- 40 funds opened new Moelis & Co positions in Q2 2019 and 58 closed out, a net change of -18 holders.
- The largest Moelis & Co buyer in Q2 2019 was Capital Research Global Investors, an estimated $41.9M added.
- The largest Moelis & Co seller in Q2 2019 was Highline Capital Management, an estimated $45.2M sold.
Based on aggregated 13F filings for Q2 2019.