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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
AL
326
Airain Ltd
Guernsey
$963K +$1.03M +10,213 New
DekaBank Deutsche Girozentrale
327
DekaBank Deutsche Girozentrale
Germany
$954K +$343K +3,400 +51%
AQR Capital Management
328
AQR Capital Management
Connecticut
$951K +$9.69K +96 +1%
PAM
329
Panagora Asset Management
Massachusetts
$930K +$122K +1,211 +14%
GL
330
GLG LLC
New York
$919K +$62.6K +620 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
331
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$915K -$273K -2,700 -22%
IG
332
ING Group
Netherlands
$904K +$345K +3,418 +55%
COPPSERS
333
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$899K -$1.92K -19 -0.2%
ABC
334
Associated Banc-Corp
Wisconsin
$897K
FT
335
Fiduciary Trust
Massachusetts
$886K
WT
336
Whittier Trust
California
$870K -$27.1K -268 -3%
BEC
337
Blue Edge Capital
Virginia
$868K -$10.2K -101 -1%
GF
338
Gabelli Funds
New York
$848K
B
339
Barings
North Carolina
$845K +$435K +4,310 +93%
FWCM
340
Ferguson Wellman Capital Management
Oregon
$830K
Rafferty Asset Management
341
Rafferty Asset Management
New York
$804K -$239K -2,367 -22%
WIA
342
Westbourne Investment Advisors
Maryland
$793K -$5.05K -50 -0.6%
HNB
343
Huntington National Bank
Ohio
$788K
NIT
344
NumerixS Investment Technologies
British Columbia, Canada
$782K +$434K +4,300 +108%
EDRH
345
Edmond de Rothschild Holding
Switzerland
$761K
MGIA
346
Moneta Group Investment Advisors
Missouri
$760K +$36.6K +363 +5%
SC
347
Saturna Capital
Washington
$722K
Creative Planning
348
Creative Planning
Kansas
$717K +$3.03K +30 +0.4%
FRM
349
Fox Run Management
Connecticut
$707K +$414K +4,100 +121%
BPCE
350
Bank Pictet & Cie (Europe)
Germany
$702K +$34.3K +340 +5%

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.