Moody's
MCO
523 hedge funds and large institutions have $16.8B invested in Moody's in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 55 closing their positions.
1.03% more ownership
Funds ownership: 91.12% → 92.15% (+1%)
3% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 183
1% less funds holding
Funds holding: 526 → 523 (-3)
2% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 55
12% less call options, than puts
Call options by funds: $24.1M | Put options by funds: $27.3M
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
16% less capital invested
Capital invested by funds: $19.9B → $16.8B (-$3.12B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$416M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$176M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$124M |
| 4 |
MG
Meritage Group
San Francisco,
California
|
+$90.7M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$79.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCI Fund Management
London,
United Kingdom
|
-$267M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$173M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$169M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$103M |
| 5 |
B
BloombergSen
Toronto,
Ontario, Canada
|
-$102M |
MCO Hedge Fund Activity: Q1 2016 in Review
523 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2016, worth a combined $16.8B — down 16% from $19.9B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of MCO and 54 opened new positions — a net loss of 1 holder — while 183 trimmed existing stakes and 188 added.
The largest buyer was Royal London Asset Management, adding an estimated $416M. The largest seller was TCI Fund Management, cutting an estimated $267M.
- 523 institutional investors held Moody's (MCO) as of Q1 2016, down from 526 in Q4 2015.
- Funds reported $16.8B of Moody's stock for Q1 2016, down 16% quarter-over-quarter.
- 54 funds opened new Moody's positions in Q1 2016 and 55 closed out, a net change of -1 holder.
- The largest Moody's buyer in Q1 2016 was Royal London Asset Management, an estimated $416M added.
- The largest Moody's seller in Q1 2016 was TCI Fund Management, an estimated $267M sold.
Based on aggregated 13F filings for Q1 2016.