Moelis & Co
195 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 29 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 62
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
1% less funds holding
Funds holding: 196 → 195 (-1)
1.22% less ownership
Funds ownership: 92.24% → 91.02% (-1.2%)
7% less capital invested
Capital invested by funds: $1.58B → $1.47B (-$111M)
82% less call options, than puts
Call options by funds: $917K | Put options by funds: $5.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$51M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$38.1M |
| 3 |
JP Morgan Chase
New York
|
+$36.8M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$11.6M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$8.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$92.4M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$21M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$16.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$8.66M |
MC Hedge Fund Activity: Q3 2019 in Review
195 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2019, worth a combined $1.47B — down 7% from $1.58B a quarter earlier.
Fund positioning in MC was balanced in Q3 2019: 29 funds opened new positions, 29 closed out, 75 added to existing stakes and 62 trimmed.
The largest buyer was London Company of Virginia, adding an estimated $51M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $92.4M.
- 195 institutional investors held Moelis & Co (MC) as of Q3 2019, down from 196 in Q2 2019.
- Funds reported $1.47B of Moelis & Co stock for Q3 2019, down 7% quarter-over-quarter.
- 29 funds opened new Moelis & Co positions in Q3 2019 and 29 closed out, a net change of 0 holders.
- The largest Moelis & Co buyer in Q3 2019 was London Company of Virginia, an estimated $51M added.
- The largest Moelis & Co seller in Q3 2019 was Kayne Anderson Rudnick Investment Management, an estimated $92.4M sold.
Based on aggregated 13F filings for Q3 2019.