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685 hedge funds and large institutions have $28.6B invested in Moody's in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 238 increasing their positions, 237 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $333M | Put options by funds: $245M

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

1% more funds holding

Funds holding: 681685 (+4)

0% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 237

0.32% less ownership

Funds ownership: 89.57%89.25% (-0.32%)

2% less capital invested

Capital invested by funds: $29.3B → $28.6B (-$675M)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
685
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.66%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.59%
New
58
Increased
238
Reduced
237
Closed
47
Calls
$333M
Puts
$245M
Net Calls
+$87.8M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$220M -$6.85M -38,975 -3%
RCWMU
27
Rothschild & Co Wealth Management (UK)
United Kingdom
$208M +$2.36M +13,409 +1%
Invesco
28
Invesco
Georgia
$195M +$5.67M +32,247 +3%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$191M +$49.4M +281,131 +33%
DZ Bank
30
DZ Bank
Germany
$183M -$94.9M -539,513 -33%
MA
31
Marshfield Associates
District of Columbia
$182M -$5.27M -29,989 -3%
PPA
32
Parametric Portfolio Associates
Washington
$176M +$2.68M +15,245 +1%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170M +$30.6M +173,931 +21%
AII
34
AGF Investments Inc
Ontario, Canada
$164M -$13.3M -75,499 -7%
AP
35
Altarock Partners
Florida
$162M
MG
36
Meritage Group
California
$157M -$6.93M -39,413 -4%
TFP
37
Triple Frond Partners
California
$153M
Boston Partners
38
Boston Partners
Massachusetts
$152M +$13.7M +77,675 +9%
Goldman Sachs
39
Goldman Sachs
New York
$144M +$20.7M +117,418 +16%
NIPH
40
NN Investment Partners Holdings
Netherlands
$136M +$85.1M +484,092 +146%
DDC
41
DF Dent & Co
Maryland
$135M -$1.7M -9,653 -1%
Millennium Management
42
Millennium Management
New York
$129M +$73M +415,153 +117%
Legal & General Group
43
Legal & General Group
United Kingdom
$125M +$2.47M +14,016 +2%
Franklin Resources
44
Franklin Resources
California
$111M +$18.2M +103,462 +19%
Wells Fargo
45
Wells Fargo
California
$110M -$10.7M -60,596 -8%
Charles Schwab
46
Charles Schwab
California
$108M +$2.92M +16,600 +3%
UBS AM
47
UBS AM
Illinois
$103M +$314K +1,787 +0.3%
CBT
48
Capital Bank & Trust
California
$101M -$1.69M -9,617 -2%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$99.5M -$47.7M -270,941 -31%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$99M +$11.8M +67,374 +13%

MCO Hedge Fund Activity: Q3 2018 in Review

685 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2018, worth a combined $28.6B — down 2.3% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MCO positions and 47 closed out — a net gain of 11 holders — while 238 added to existing stakes and 237 trimmed.

The largest buyer was NN Investment Partners Holdings, adding an estimated $85.1M. The largest seller was Principal Financial Group, cutting an estimated $318M.

  • 685 institutional investors held Moody's (MCO) as of Q3 2018, up from 681 in Q2 2018.
  • Funds reported $28.6B of Moody's stock for Q3 2018, down 2.3% quarter-over-quarter.
  • 58 funds opened new Moody's positions in Q3 2018 and 47 closed out, a net change of +11 holders.
  • The largest Moody's buyer in Q3 2018 was NN Investment Partners Holdings, an estimated $85.1M added.
  • The largest Moody's seller in Q3 2018 was Principal Financial Group, an estimated $318M sold.

Based on aggregated 13F filings for Q3 2018.