Moelis & Co
188 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 31 closing their positions.
125% more call options, than puts
Call options by funds: $4.15M | Put options by funds: $1.85M
2.11% more ownership
Funds ownership: 91.02% → 93.13% (+2.1%)
3% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 64
0% less capital invested
Capital invested by funds: $1.47B → $1.47B (-$4.2M)
4% less funds holding
Funds holding: 195 → 188 (-7)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$15.9M |
| 2 |
Millennium Management
New York
|
+$15M |
| 3 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$13.6M |
| 4 |
BlackRock
New York
|
+$12.5M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$6.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$12.9M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$12.6M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$8.94M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$8.1M |
| 5 |
Jennison Associates
New York
|
-$8.05M |
MC Hedge Fund Activity: Q4 2019 in Review
188 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2019, worth a combined $1.47B — down 0.29% from $1.47B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of MC and 26 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 66 added.
The largest buyer was Westwood Holdings Group, adding an estimated $15.9M. The largest seller was JP Morgan Chase, cutting an estimated $12.9M.
- 188 institutional investors held Moelis & Co (MC) as of Q4 2019, down from 195 in Q3 2019.
- Funds reported $1.47B of Moelis & Co stock for Q4 2019, down 0.29% quarter-over-quarter.
- 26 funds opened new Moelis & Co positions in Q4 2019 and 31 closed out, a net change of -5 holders.
- The largest Moelis & Co buyer in Q4 2019 was Westwood Holdings Group, an estimated $15.9M added.
- The largest Moelis & Co seller in Q4 2019 was JP Morgan Chase, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2019.