Moody's
MCO
647 hedge funds and large institutions have $25.1B invested in Moody's in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 212 increasing their positions, 192 reducing their positions, and 39 closing their positions.
190% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 39
12% more funds holding
Funds holding: 576 → 647 (+71)
12% more funds holding in top 10
Funds holding in top 10: 25 → 28 (+3)
10% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 192
7% more capital invested
Capital invested by funds: $23.6B → $25.1B (+$1.57B)
0.75% more ownership
Funds ownership: 88.6% → 89.35% (+0.75%)
71% less call options, than puts
Call options by funds: $33.4M | Put options by funds: $116M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$107M |
| 2 |
RCWMU
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
+$96.3M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$95.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$50.6M |
| 5 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$46.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$76.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$74.3M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$49.8M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$41.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$35M |
MCO Hedge Fund Activity: Q4 2017 in Review
647 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2017, worth a combined $25.1B — up 6.7% from $23.6B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new MCO positions and 39 closed out — a net gain of 74 holders — while 212 added to existing stakes and 192 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $107M. The largest seller was Massachusetts Financial Services, cutting an estimated $76.8M.
- 647 institutional investors held Moody's (MCO) as of Q4 2017, up from 576 in Q3 2017.
- Funds reported $25.1B of Moody's stock for Q4 2017, up 6.7% quarter-over-quarter.
- 113 funds opened new Moody's positions in Q4 2017 and 39 closed out, a net change of +74 holders.
- The largest Moody's buyer in Q4 2017 was Janus Henderson Group, an estimated $107M added.
- The largest Moody's seller in Q4 2017 was Massachusetts Financial Services, an estimated $76.8M sold.
Based on aggregated 13F filings for Q4 2017.