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561 hedge funds and large institutions have $16.1B invested in Moody's in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 171 increasing their positions, 206 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $122M | Put options by funds: $66.8M

42% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 60

3% more funds holding

Funds holding: 545561 (+16)

2.71% more ownership

Funds ownership: 86.64%89.36% (+2.7%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

10% less capital invested

Capital invested by funds: $17.8B → $16.1B (-$1.74B)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 206

Holders
561
Holders Change
+16
Holders Change %
+2.94%
% of All Funds
14.03%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.57%
New
85
Increased
171
Reduced
206
Closed
60
Calls
$122M
Puts
$66.8M
Net Calls
+$55.1M
Net Calls Change
+$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
B
251
BP
United Kingdom
$2.26M
PWM
252
Perigon Wealth Management
California
$2.26M
AAF
253
Andra AP-fonden
Sweden
$2.24M +$939K +9,300 +64%
Janus Henderson Group
254
Janus Henderson Group
United Kingdom
$2.15M -$121K -1,202 -5%
MSA
255
Mason Street Advisors
Wisconsin
$2.15M +$12.4K +123 +0.5%
PC
256
Polar Capital
United Kingdom
$2.1M +$56.5K +560 +3%
AAM
257
Advisors Asset Management
Colorado
$2.05M -$286K -2,837 -12%
SB
258
Suntrust Banks
Georgia
$2.02M -$136K -1,343 -6%
GAM
259
Gotham Asset Management
New York
$2.02M +$1.24M +12,288 +135%
VIM
260
Veritas Investment Management
United Kingdom
$2.01M +$70.7K +700 +3%
US Bancorp
261
US Bancorp
Minnesota
$1.96M -$113K -1,115 -5%
LPT
262
Legacy Private Trust
Wisconsin
$1.96M -$2.2M -21,779 -51%
TH
263
Timber Hill
Connecticut
$1.92M +$2.06M +20,394 New
Allianz Asset Management
264
Allianz Asset Management
Germany
$1.91M -$1.3M -12,903 -39%
DnB Asset Management
265
DnB Asset Management
Norway
$1.87M +$80.8K +800 +4%
NMIMC
266
Northwestern Mutual Investment Management Company
Wisconsin
$1.8M +$257K +2,549 +15%
MOACM
267
Mutual of America Capital Management
New York
$1.8M -$76.1K -754 -4%
ZCM
268
Zebra Capital Management
Connecticut
$1.79M -$37.1K -368 -2%
Bessemer Group
269
Bessemer Group
New Jersey
$1.78M +$1.89M +18,718 +15,598%
Envestnet Asset Management
270
Envestnet Asset Management
Illinois
$1.77M +$181K +1,794 +11%
LTI
271
Laffer Tengler Investments
Tennessee
$1.73M +$1.86M +18,385 New
WF
272
Welch & Forbes
Massachusetts
$1.73M -$8.88K -88 -0.5%
1832 Asset Management
273
1832 Asset Management
Ontario, Canada
$1.7M
BNP Paribas Financial Markets
274
BNP Paribas Financial Markets
France
$1.69M -$316K -3,129 -15%
ZIG
275
Zurich Insurance Group
Switzerland
$1.68M -$1.16M -11,504 -39%

MCO Hedge Fund Activity: Q4 2016 in Review

561 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2016, worth a combined $16.1B — down 9.8% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCO positions and 60 closed out — a net gain of 25 holders — while 171 added to existing stakes and 206 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $118M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $172M sold.

  • 561 institutional investors held Moody's (MCO) as of Q4 2016, up from 545 in Q3 2016.
  • Funds reported $16.1B of Moody's stock for Q4 2016, down 9.8% quarter-over-quarter.
  • 85 funds opened new Moody's positions in Q4 2016 and 60 closed out, a net change of +25 holders.
  • The largest Moody's buyer in Q4 2016 was Massachusetts Financial Services, an estimated $118M added.
  • The largest Moody's seller in Q4 2016 was Egerton Capital (UK), an estimated $172M sold.

Based on aggregated 13F filings for Q4 2016.