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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.

New
Increased
Maintained
Reduced
Closed

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: 1824 (+6)

13% more capital invested

Capital invested by funds: $15.8B → $17.8B (+$2B)

4% more funds holding

Funds holding: 526545 (+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

Holders
545
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
14.54%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
62
Increased
175
Reduced
196
Closed
39
Calls
$19M
Puts
$33.5M
Net Calls
-$14.5M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$164M -$118M -1,118,425 -43%
DSA
27
Davis Selected Advisers
Arizona
$159M -$7.3M -69,401 -5%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$149M +$3.81M +36,193 +3%
EA
29
Emerald Acquisition
Washington
$143M -$27.7M -263,782 -17%
Marshall Wace
30
Marshall Wace
United Kingdom
$140M +$9.05M +86,106 +7%
MA
31
Marshfield Associates
District of Columbia
$138M -$14.4M -136,539 -10%
AII
32
AGF Investments Inc
Ontario, Canada
$135M -$2.89M -27,484 -2%
MG
33
Meritage Group
California
$135M -$23.7M -225,363 -15%
DDC
34
DF Dent & Co
Maryland
$121M -$4.28M -40,714 -4%
CGT
35
Capital Guardian Trust
California
$113M -$278K -2,645 -0.3%
BCM
36
Bares Capital Management
Texas
$111M +$7.06M +67,100 +7%
AP
37
Altarock Partners
Florida
$104M -$2.84M -27,019 -3%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$101M +$2.52M +23,971 +3%
TFP
39
Triple Frond Partners
California
$101M +$5.68M +54,000 +6%
Invesco
40
Invesco
Georgia
$99.5M -$22.2M -210,792 -19%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$97.5M +$5.64M +53,665 +6%
Axa
42
Axa
France
$93.9M +$7.72M +73,443 +9%
AllianceBernstein
43
AllianceBernstein
Tennessee
$92.7M +$2.81M +26,729 +3%
Legal & General Group
44
Legal & General Group
United Kingdom
$87.2M -$198K -1,886 -0.2%
William Blair Investment Management
45
William Blair Investment Management
Illinois
$82.1M +$13.1M +124,727 +20%
APG Asset Management
46
APG Asset Management
Netherlands
$73.5M +$11.6M +110,300 +19%
AIM
47
Allen Investment Management
New York
$73M +$8.64M +82,126 +14%
Bank of America
48
Bank of America
North Carolina
$71.6M -$7.12M -67,715 -9%
Boston Partners
49
Boston Partners
Massachusetts
$68.9M +$5.72M +54,384 +9%
CIC
50
Chilton Investment Company
Connecticut
$67.8M -$13.8M -130,940 -17%

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.