Moelis & Co
190 hedge funds and large institutions have $1.83B invested in Moelis & Co in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 21 closing their positions.
134% more call options, than puts
Call options by funds: $3.48M | Put options by funds: $1.49M
107% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 42
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
26% more capital invested
Capital invested by funds: $1.46B → $1.83B (+$376M)
12.59% more ownership
Funds ownership: 97.61% → 110.2% (+13%)
9% more funds holding
Funds holding: 174 → 190 (+16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$88.2M |
| 2 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$36.1M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$29.2M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$26.7M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$50.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.8M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$5.02M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$4.96M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$3.85M |
MC Hedge Fund Activity: Q2 2020 in Review
190 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2020, worth a combined $1.83B — up 26% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new MC positions and 21 closed out — a net gain of 16 holders — while 87 added to existing stakes and 42 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $88.2M. The largest seller was Capital Research Global Investors, cutting an estimated $50.6M.
- 190 institutional investors held Moelis & Co (MC) as of Q2 2020, up from 174 in Q1 2020.
- Funds reported $1.83B of Moelis & Co stock for Q2 2020, up 26% quarter-over-quarter.
- 37 funds opened new Moelis & Co positions in Q2 2020 and 21 closed out, a net change of +16 holders.
- The largest Moelis & Co buyer in Q2 2020 was AllianceBernstein, an estimated $88.2M added.
- The largest Moelis & Co seller in Q2 2020 was Capital Research Global Investors, an estimated $50.6M sold.
Based on aggregated 13F filings for Q2 2020.