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Moelis & Co

259 hedge funds and large institutions have $3.16B invested in Moelis & Co in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $2.62B → $3.16B (+$536M)

14% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $2.06M

14% more funds holding

Funds holding: 227259 (+32)

2.15% less ownership

Funds ownership: 101.2%99.06% (-2.1%)

15% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 89

Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
76
Reduced
89
Closed
27
Calls
$2.35M
Puts
$2.06M
Net Calls
+$293K
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$335M -$1.5M -27,960 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$301M +$19.6M +366,376 +7%
BlackRock
3
BlackRock
New York
$263M +$7.68M +143,216 +3%
LCOV
4
London Company of Virginia
Virginia
$198M -$1.76M -32,884 -0.9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$155M -$6.08M -113,359 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$152M -$12.9M -240,343 -8%
TAM
7
Timucuan Asset Management
Florida
$111M +$1.71M +31,899 +2%
Artisan Partners
8
Artisan Partners
Wisconsin
$98.3M -$10.4M -194,074 -10%
Federated Hermes
9
Federated Hermes
Pennsylvania
$91.5M +$16.2M +302,483 +22%
VNIM
10
Vaughan Nelson Investment Management
Texas
$74.5M +$40.2M +749,830 +123%
WHG
11
Westwood Holdings Group
Texas
$63.9M +$3.91M +73,000 +7%
BAMCO Inc
12
BAMCO Inc
New York
$60.6M -$118K -2,200 -0.2%
Wells Fargo
13
Wells Fargo
California
$57.9M -$3.42M -63,819 -6%
State Street
14
State Street
Massachusetts
$57.5M -$1.7M -31,749 -3%
RA
15
Royce & Associates
New York
$53.1M -$1.65M -30,713 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$52.5M -$4.79M -89,340 -9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$48.4M +$4.46M +83,255 +10%
WA
18
Wasatch Advisors
Utah
$46M -$8.92M -166,478 -17%
EA
19
Emerald Advisers
Pennsylvania
$42.7M -$2.63M -49,139 -6%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$41.5M +$743K +13,860 +2%
Capital World Investors
21
Capital World Investors
California
$39.5M
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$38.3M +$20.7M +385,624 +124%
Northern Trust
23
Northern Trust
Illinois
$34.2M -$2.27M -42,324 -6%
MAM
24
Madison Asset Management
Wisconsin
$33.6M -$16.2M -302,502 -33%
Ameriprise
25
Ameriprise
Minnesota
$30.2M +$2.17M +40,466 +8%

MC Hedge Fund Activity: Q1 2021 in Review

259 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q1 2021, worth a combined $3.16B — up 20% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MC positions and 27 closed out — a net gain of 35 holders — while 76 added to existing stakes and 89 trimmed.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $40.2M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $21M.

  • 259 institutional investors held Moelis & Co (MC) as of Q1 2021, up from 227 in Q4 2020.
  • Funds reported $3.16B of Moelis & Co stock for Q1 2021, up 20% quarter-over-quarter.
  • 62 funds opened new Moelis & Co positions in Q1 2021 and 27 closed out, a net change of +35 holders.
  • The largest Moelis & Co buyer in Q1 2021 was Vaughan Nelson Investment Management, an estimated $40.2M added.
  • The largest Moelis & Co seller in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2021.