Moelis & Co
188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.
783% more call options, than puts
Call options by funds: $5.62M | Put options by funds: $636K
9% more capital invested
Capital invested by funds: $1.83B → $2B (+$165M)
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
0% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 28
1% less funds holding
Funds holding: 190 → 188 (-2)
7.08% less ownership
Funds ownership: 110.2% → 103.12% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.8M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$10.2M |
| 3 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$9.5M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$6.93M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$6.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$31.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$27M |
| 3 |
Jennison Associates
New York
|
-$25.8M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$9.28M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.33M |
MC Hedge Fund Activity: Q3 2020 in Review
188 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2020, worth a combined $2B — up 9% from $1.83B a quarter earlier.
Fund positioning in MC was balanced in Q3 2020: 28 funds opened new positions, 28 closed out, 64 added to existing stakes and 61 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $11.8M. The largest seller was Capital Research Global Investors, cutting an estimated $31.3M.
- 188 institutional investors held Moelis & Co (MC) as of Q3 2020, down from 190 in Q2 2020.
- Funds reported $2B of Moelis & Co stock for Q3 2020, up 9% quarter-over-quarter.
- 28 funds opened new Moelis & Co positions in Q3 2020 and 28 closed out, a net change of 0 holders.
- The largest Moelis & Co buyer in Q3 2020 was AllianceBernstein, an estimated $11.8M added.
- The largest Moelis & Co seller in Q3 2020 was Capital Research Global Investors, an estimated $31.3M sold.
Based on aggregated 13F filings for Q3 2020.