Moelis & Co
227 hedge funds and large institutions have $2.62B invested in Moelis & Co in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.
370% more call options, than puts
Call options by funds: $5.42M | Put options by funds: $1.15M
186% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 22
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
31% more capital invested
Capital invested by funds: $2B → $2.62B (+$625M)
21% more funds holding
Funds holding: 188 → 227 (+39)
8% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 65
1.91% less ownership
Funds ownership: 103.12% → 101.2% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$25.6M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$12.1M |
| 3 |
Millennium Management
New York
|
+$10.9M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.44M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$31.5M |
| 2 |
BAMCO Inc
New York
|
-$30.2M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$18M |
| 4 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$13.8M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$12.7M |
MC Hedge Fund Activity: Q4 2020 in Review
227 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2020, worth a combined $2.62B — up 31% from $2B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new MC positions and 22 closed out — a net gain of 41 holders — while 70 added to existing stakes and 65 trimmed.
The largest buyer was BlackRock, adding an estimated $25.6M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $31.5M sold.
- 227 institutional investors held Moelis & Co (MC) as of Q4 2020, up from 188 in Q3 2020.
- Funds reported $2.62B of Moelis & Co stock for Q4 2020, up 31% quarter-over-quarter.
- 63 funds opened new Moelis & Co positions in Q4 2020 and 22 closed out, a net change of +41 holders.
- The largest Moelis & Co buyer in Q4 2020 was BlackRock, an estimated $25.6M added.
- The largest Moelis & Co seller in Q4 2020 was Causeway Capital Management, an estimated $31.5M sold.
Based on aggregated 13F filings for Q4 2020.