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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
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$545K +$31.3K +310 +6%
TU
377
TDAM USA
Ontario, Canada
$533K +$1.01K +10 +0.2%
BC
378
Brinker Capital
Pennsylvania
$529K -$74.9K -742 -12%
RIM
379
Rampart Investment Management
Connecticut
$522K -$1.82K -18 -0.3%
NA
380
Neuburgh Advisers
California
$516K +$553K +5,474 New
TAM
381
Tocqueville Asset Management
New York
$510K
KRSITF
382
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$508K -$84.6K -838 -13%
MERSOM
383
Municipal Employees' Retirement System of Michigan
Michigan
$506K +$2.02K +20 +0.4%
TRCT
384
Tower Research Capital (TRC)
New York
$497K +$413K +4,096 +349%
JGGDR
385
JGP Global Gestao de Recursos
Brazil
$496K -$33.8K -335 -6%
NB
386
Norinchukin Bank
Japan
$487K +$116K +1,148 +29%
VF
387
Virtu Financial
New York
$481K +$515K +5,105 New
GS
388
GAM Systematic
United Kingdom
$476K +$510K +5,054 New
PA
389
Profund Advisors
Maryland
$471K +$54.1K +536 +12%
GT
390
Glenview Trust
Kentucky
$471K +$505K +5,000 New
TC
391
TFS Capital
Pennsylvania
$470K +$504K +4,990 New
FHAM
392
Folger Hill Asset Management
New York
$464K +$497K +4,924 New
Mariner
393
Mariner
Kansas
$462K -$88.6K -878 -15%
O
394
OppenheimerFunds
New York
$454K +$125K +1,235 +34%
ISL
395
Ingalls & Snyder LLC
New York
$451K
LIA
396
LS Investment Advisors
Michigan
$451K +$20.5K +203 +4%
CA
397
Commerzbank Aktiengesellschaft
Germany
$448K +$141K +1,401 +42%
RAM
398
Redmond Asset Management
Virginia
$446K
Daiwa Securities Group
399
Daiwa Securities Group
Japan
$434K -$727K -7,200 -61%
FCM
400
Flinton Capital Management
Pennsylvania
$425K +$455K +4,508 New

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.