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Moelis & Co
MC

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

25% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $3.71M

20% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 86

8% more capital invested

Capital invested by funds: $3.21B → $3.47B (+$257M)

7% more funds holding

Funds holding: 272 → 290 (+18)

0.02% more ownership

Funds ownership: 92.02% → 92.05% (+0.02%)

Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.64M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$13.8M
2
PAM
Panagora Asset Management
Massachusetts
+$9.33M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$8.55M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$8.53M
5
WHG
Westwood Holdings Group
Texas
+$8.45M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$30.9M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$17.5M
3
BAMCO Inc
BAMCO Inc
New York
-$13.1M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$12.2M
5
LCOV
London Company of Virginia
Virginia
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$372M +$4.53M +75,650 +1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M -$17.5M -291,786 -5%
BlackRock
3
BlackRock
New York
$282M +$2M +33,385 +0.7%
LCOV
4
London Company of Virginia
Virginia
$222M -$10.8M -180,578 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$133M -$30.9M -516,026 -19%
AllianceBernstein
6
AllianceBernstein
Tennessee
$130M -$2.61M -43,572 -2%
TAM
7
Timucuan Asset Management
Florida
$126M +$1.14M +19,064 +0.9%
Federated Hermes
8
Federated Hermes
Pennsylvania
$113M +$7.61M +126,980 +7%
Artisan Partners
9
Artisan Partners
Wisconsin
$110M -$988K -16,487 -0.9%
WHG
10
Westwood Holdings Group
Texas
$76.9M +$8.45M +141,121 +13%
State Street
11
State Street
Massachusetts
$76.5M +$1.17M +19,591 +2%
WA
12
Wasatch Advisors
Utah
$62.9M +$948K +15,829 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$61.9M -$1.39M -23,243 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$58.5M +$1.51M +25,256 +3%
BAMCO Inc
15
BAMCO Inc
New York
$54.5M -$13.1M -218,595 -20%
Wells Fargo
16
Wells Fargo
California
$52.3M -$66.4K -1,108 -0.1%
VNIM
17
Vaughan Nelson Investment Management
Texas
$51.8M -$12.2M -204,255 -20%
EA
18
Emerald Advisers
Pennsylvania
$48.7M +$2.14M +35,710 +5%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$46.8M – – –
Capital World Investors
20
Capital World Investors
California
$44.5M – – –
RA
21
Royce & Associates
New York
$43.7M -$7.45M -124,401 -15%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$41.6M +$13.8M +230,909 +52%
Northern Trust
23
Northern Trust
Illinois
$38.9M -$1.69M -28,208 -4%
MAM
24
Madison Asset Management
Wisconsin
$37.6M -$13.4K -223 -0%
Ameriprise
25
Ameriprise
Minnesota
$36.6M +$2.12M +35,379 +6%
1
2 3 4 5

MC Hedge Fund Activity: Q3 2021 in Review

290 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2021, worth a combined $3.47B — up 8% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MC positions and 28 closed out — a net gain of 20 holders — while 103 added to existing stakes and 86 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $13.8M. The largest seller was JP Morgan Chase, cutting an estimated $30.9M.

  • 290 institutional investors held Moelis & Co (MC) as of Q3 2021, up from 272 in Q2 2021.
  • Funds reported $3.47B of Moelis & Co stock for Q3 2021, up 8% quarter-over-quarter.
  • 48 funds opened new Moelis & Co positions in Q3 2021 and 28 closed out, a net change of +20 holders.
  • The largest Moelis & Co buyer in Q3 2021 was Lord, Abbett & Co, an estimated $13.8M added.
  • The largest Moelis & Co seller in Q3 2021 was JP Morgan Chase, an estimated $30.9M sold.

Based on aggregated 13F filings for Q3 2021.