Moelis & Co
272 hedge funds and large institutions have $3.22B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 71
50% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 28
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more funds holding
Funds holding: 258 → 272 (+14)
2% more capital invested
Capital invested by funds: $3.16B → $3.22B (+$57.9M)
7.01% less ownership
Funds ownership: 99.06% → 92.05% (-7%)
16% less call options, than puts
Call options by funds: $6.07M | Put options by funds: $7.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$9.23M |
| 3 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$8.93M |
| 4 |
HCL
Heard Capital LLC
Chicago,
Illinois
|
+$8.87M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$36.7M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$19.7M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$17.2M |
| 4 |
BlackRock
New York
|
-$14.6M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14M |
MC Hedge Fund Activity: Q2 2021 in Review
272 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2021, worth a combined $3.22B — up 1.8% from $3.16B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MC positions and 28 closed out — a net gain of 14 holders — while 108 added to existing stakes and 71 trimmed.
The largest buyer was Vanguard Group, adding an estimated $23.8M. The largest seller was AllianceBernstein, cutting an estimated $36.7M.
- 272 institutional investors held Moelis & Co (MC) as of Q2 2021, up from 258 in Q1 2021.
- Funds reported $3.22B of Moelis & Co stock for Q2 2021, up 1.8% quarter-over-quarter.
- 42 funds opened new Moelis & Co positions in Q2 2021 and 28 closed out, a net change of +14 holders.
- The largest Moelis & Co buyer in Q2 2021 was Vanguard Group, an estimated $23.8M added.
- The largest Moelis & Co seller in Q2 2021 was AllianceBernstein, an estimated $36.7M sold.
Based on aggregated 13F filings for Q2 2021.