Moody's
545 hedge funds and large institutions have $17.8B invested in Moody's in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 175 increasing their positions, 196 reducing their positions, and 39 closing their positions.
59% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 39
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
13% more capital invested
Capital invested by funds: $15.8B → $17.8B (+$2B)
4% more funds holding
Funds holding: 526 → 545 (+19)
0.39% less ownership
Funds ownership: 87.03% → 86.64% (-0.39%)
11% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 196
43% less call options, than puts
Call options by funds: $19M | Put options by funds: $33.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$117M |
| 2 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
+$31.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$30.2M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$30.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$118M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$102M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$50.1M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$37.1M |
| 5 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
-$36.2M |
MCO Hedge Fund Activity: Q3 2016 in Review
545 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2016, worth a combined $17.8B — up 13% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MCO positions and 39 closed out — a net gain of 23 holders — while 175 added to existing stakes and 196 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $118M.
- 545 institutional investors held Moody's (MCO) as of Q3 2016, up from 526 in Q2 2016.
- Funds reported $17.8B of Moody's stock for Q3 2016, up 13% quarter-over-quarter.
- 62 funds opened new Moody's positions in Q3 2016 and 39 closed out, a net change of +23 holders.
- The largest Moody's buyer in Q3 2016 was Manulife (Manufacturers Life Insurance), an estimated $117M added.
- The largest Moody's seller in Q3 2016 was JP Morgan Chase, an estimated $118M sold.
Based on aggregated 13F filings for Q3 2016.