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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
ECM
426
Everence Capital Management
Indiana
$340K +$364K +3,611 New
VC
427
Vestor Capital
Illinois
$336K
TAM
428
Tyers Asset Management
Texas
$334K +$358K +3,542 New
PI
429
Putnam Investments
Massachusetts
$332K -$30.3K -300 -8%
Commonwealth Equity Services
430
Commonwealth Equity Services
Massachusetts
$330K -$41.6K -412 -11%
WG
431
Winton Group
United Kingdom
$330K +$353K +3,501 New
HCM
432
Harvest Capital Management
New Hampshire
$326K
GXMC
433
Global X Management Company
New York
$319K -$24.1K -239 -7%
Pacer Advisors
434
Pacer Advisors
Pennsylvania
$319K -$2.02K -20 -0.6%
PNC
435
Park National Corp
Ohio
$316K
FIM
436
Freedom Investment Management
Connecticut
$313K +$335K +3,320 New
Dodge & Cox
437
Dodge & Cox
California
$311K
WSA
438
Wall Street Associates
California
$302K -$606 -6 -0.2%
BG
439
Bahl & Gaynor
Ohio
$301K +$23.4K +232 +8%
IIC
440
Ironwood Investment Counsel
Arizona
$300K +$7.57K +75 +2%
HighTower Advisors
441
HighTower Advisors
Illinois
$300K +$52.8K +523 +20%
CB
442
Commerce Bank
Missouri
$292K -$144K -1,423 -31%
JMPWA
443
JP Morgan Private Wealth Advisors
California
$286K
AIM
444
Anchor Investment Management
South Carolina
$283K
JAFL
445
Jay A. Fishman Ltd
Michigan
$276K -$40.4K -400 -12%
BOTW
446
Bank of the West
California
$273K -$10.1K -100 -3%
MC
447
Menta Capital
California
$273K +$293K +2,900 New
LOAME
448
Lombard Odier Asset Management (Europe)
United Kingdom
$272K
WAM
449
Wealthspire Advisors (Maryland)
Maryland
$268K -$1.21K -12 -0.4%
W
450
Wealthfront
California
$267K -$67.4K -668 -19%

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.