Moody's
526 hedge funds and large institutions have $19.9B invested in Moody's in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 170 increasing their positions, 201 reducing their positions, and 43 closing their positions.
28% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 43
15% more funds holding in top 10
Funds holding in top 10: 20 → 23 (+3)
2% more funds holding
Funds holding: 518 → 526 (+8)
3% more capital invested
Capital invested by funds: $19.3B → $19.9B (+$574M)
0.46% more ownership
Funds ownership: 90.66% → 91.12% (+0.46%)
15% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 201
64% less call options, than puts
Call options by funds: $25.8M | Put options by funds: $71.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$249M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$190M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$159M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$133M |
| 5 |
BCM
Bares Capital Management
Austin,
Texas
|
+$63.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$142M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$134M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$116M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$104M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$87M |
MCO Hedge Fund Activity: Q4 2015 in Review
526 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2015, worth a combined $19.9B — up 3% from $19.3B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new MCO positions and 43 closed out — a net gain of 12 holders — while 170 added to existing stakes and 201 trimmed.
The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $249M. The largest seller was JP Morgan Chase, cutting an estimated $142M.
- 526 institutional investors held Moody's (MCO) as of Q4 2015, up from 518 in Q3 2015.
- Funds reported $19.9B of Moody's stock for Q4 2015, up 3% quarter-over-quarter.
- 55 funds opened new Moody's positions in Q4 2015 and 43 closed out, a net change of +12 holders.
- The largest Moody's buyer in Q4 2015 was Egerton Capital (UK), an estimated $249M added.
- The largest Moody's seller in Q4 2015 was JP Morgan Chase, an estimated $142M sold.
Based on aggregated 13F filings for Q4 2015.