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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
BIC
451
Bridges Investment Counsel
Nebraska
$264K
CLOS
452
Compagnie Lombard Odier SCmA
Switzerland
$264K +$54K +535 +24%
AIMCA
453
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$264K +$283K +2,800 New
RB
454
Rodgers Brothers
Pennsylvania
$259K
PTC
455
Private Trust Company
Ohio
$257K +$275K +2,729 New
LIC
456
Lodestar Investment Counsel
Illinois
$255K
Jennison Associates
457
Jennison Associates
New York
$255K +$273K +2,706 New
QI
458
QS Investors
New York
$251K
RC
459
Roundview Capital
New Jersey
$246K
LWCFA
460
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$245K
GHCM
461
Glen Harbor Capital Management
California
$243K +$260K +2,576 New
PGIM
462
Pacific Global Investment Management
California
$242K -$101 -1 -0%
AP
463
Advisor Partners
California
$240K +$35.6K +353 +16%
CIBC World Market
464
CIBC World Market
Ontario, Canada
$239K +$7.27K +72 +3%
YMRC
465
Yorktown Management & Research Company
Virginia
$236K
ACP
466
Ashfield Capital Partners
California
$229K
SAM
467
Symphony Asset Management
California
$228K +$2.02K +20 +0.8%
RWA
468
Ropes Wealth Advisors
Massachusetts
$227K -$44.1K -437 -15%
MFS
469
MSI Financial Services
Massachusetts
$227K -$15.7K -156 -6%
Fuller & Thaler Asset Management
470
Fuller & Thaler Asset Management
California
$226K +$90.8K +900 +60%
FTIOP
471
Fiduciary Trust International of Pennsylvania
Pennsylvania
$217K
MYAM
472
Meiji Yasuda Asset Management
Japan
$215K -$27.3K -270 -11%
Fisher Asset Management
473
Fisher Asset Management
Washington
$213K -$7.57K -75 -3%
HB
474
Homrich & Berg
Georgia
$212K -$1.11K -11 -0.5%
II
475
IFM Investors
Australia
$211K +$226K +2,241 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.