Moody's
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.
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: 545 → 561 (+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: 24 → 23 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$118M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$78.9M |
| 3 |
Millennium Management
New York
|
+$73.2M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$73.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$64.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$172M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$128M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$112M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
-$111M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$90.5M |
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.