Moelis & Co
174 hedge funds and large institutions have $1.46B invested in Moelis & Co in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 36 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 50
4.57% more ownership
Funds ownership: 93.13% → 97.7% (+4.6%)
7% more call options, than puts
Call options by funds: $2.58M | Put options by funds: $2.4M
1% less capital invested
Capital invested by funds: $1.47B → $1.46B (-$8.58M)
7% less funds holding
Funds holding: 188 → 174 (-14)
28% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$76.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.7M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$34.1M |
| 4 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$31.5M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$17M |
| 2 |
BlackRock
New York
|
-$12.7M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$12.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$11M |
| 5 |
Man Group
London,
United Kingdom
|
-$10.1M |
MC Hedge Fund Activity: Q1 2020 in Review
174 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2020, worth a combined $1.46B — down 0.58% from $1.47B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of MC and 26 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 75 added.
The largest buyer was Artisan Partners, opening a new position worth an estimated $76.5M. The largest seller was Millennium Management, cutting an estimated $17M.
- 174 institutional investors held Moelis & Co (MC) as of Q1 2020, down from 188 in Q4 2019.
- Funds reported $1.46B of Moelis & Co stock for Q1 2020, down 0.58% quarter-over-quarter.
- 26 funds opened new Moelis & Co positions in Q1 2020 and 36 closed out, a net change of -10 holders.
- The largest Moelis & Co buyer in Q1 2020 was Artisan Partners, an estimated $76.5M added.
- The largest Moelis & Co seller in Q1 2020 was Millennium Management, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2020.