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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
NMERB
276
New Mexico Educational Retirement Board
New Mexico
$1.68M +$70.7K +700 +4%
AB
277
Amalgamated Bank
New York
$1.65M +$321K +3,179 +22%
OPERF
278
Oregon Public Employees Retirement Fund
Oregon
$1.65M +$4.54K +45 +0.3%
BF
279
BOK Financial
Oklahoma
$1.65M -$33.6K -333 -2%
AC
280
Addenda Capital
Quebec, Canada
$1.63M -$701K -6,941 -29%
Capstone Investment Advisors
281
Capstone Investment Advisors
New York
$1.62M +$1.74M +17,200 New
CC
282
Cipher Capital
New York
$1.62M +$1.73M +17,188 New
NLI
283
Nippon Life Insurance
Japan
$1.59M +$22.3K +221 +1%
SAM
284
Securian Asset Management
Minnesota
$1.58M
HHC
285
Hutchin Hill Capital
New York
$1.57M +$1.69M +16,705 New
IRF
286
IBM Retirement Fund
New York
$1.57M -$6.56K -65 -0.4%
Robeco Institutional Asset Management
287
Robeco Institutional Asset Management
Netherlands
$1.52M +$110K +1,094 +7%
KeyBank National Association
288
KeyBank National Association
Ohio
$1.52M -$42.6K -422 -3%
IAM
289
Integre Asset Management
New York
$1.48M
WAM
290
World Asset Management
Michigan
$1.45M -$134K -1,327 -8%
LFAS
291
Level Four Advisory Services
Texas
$1.36M +$1.46M +14,463 New
Stifel Financial
292
Stifel Financial
Missouri
$1.34M -$58K -575 -4%
DTL
293
Dynamic Technology Lab
Singapore
$1.32M +$1.42M +14,031 New
Wolverine Trading
294
Wolverine Trading
Illinois
$1.32M +$1.06M +10,481 +298%
RFCA
295
R&F Capital Advisors
New York
$1.32M +$1.41M +14,003 New
CAM
296
Capstone Asset Management
Texas
$1.31M -$302K -2,990 -18%
TCOT
297
Trust Company of Toledo
Ohio
$1.29M +$1.21K +12 +0.1%
CS
298
Candriam SCA
Luxembourg
$1.24M -$8.98K -89 -0.7%
SAM
299
Security Asset Management
New York
$1.2M -$505 -5 -0%
LMGAM
300
Liberty Mutual Group Asset Management
Massachusetts
$1.2M +$202K +2,002 +19%

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.