Moody's
MCO
518 hedge funds and large institutions have $19.3B invested in Moody's in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 184 increasing their positions, 170 reducing their positions, and 45 closing their positions.
27% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 45
2% more funds holding
Funds holding: 508 → 518 (+10)
8% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 170
1% more ownership
Funds ownership: 89.66% → 90.66% (+1%)
1% more capital invested
Capital invested by funds: $19.1B → $19.3B (+$174M)
26% less funds holding in top 10
Funds holding in top 10: 27 → 20 (-7)
62% less call options, than puts
Call options by funds: $13.3M | Put options by funds: $34.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$45M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$45M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$38.6M |
| 4 |
Renaissance Technologies
New York
|
+$33.7M |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$249M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$188M |
| 3 |
Goldman Sachs
New York
|
-$47.4M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$40.3M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$34.2M |
MCO Hedge Fund Activity: Q3 2015 in Review
518 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2015, worth a combined $19.3B — up 0.91% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new MCO positions and 45 closed out — a net gain of 12 holders — while 184 added to existing stakes and 170 trimmed.
The largest buyer was Bank of America, adding an estimated $45M. The largest seller was Independent Franchise Partners, cutting an estimated $249M.
- 518 institutional investors held Moody's (MCO) as of Q3 2015, up from 508 in Q2 2015.
- Funds reported $19.3B of Moody's stock for Q3 2015, up 0.91% quarter-over-quarter.
- 57 funds opened new Moody's positions in Q3 2015 and 45 closed out, a net change of +12 holders.
- The largest Moody's buyer in Q3 2015 was Bank of America, an estimated $45M added.
- The largest Moody's seller in Q3 2015 was Independent Franchise Partners, an estimated $249M sold.
Based on aggregated 13F filings for Q3 2015.