Moody's
449 hedge funds and large institutions have $17.1B invested in Moody's in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 176 reducing their positions, and 38 closing their positions.
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
24% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 38
10% more capital invested
Capital invested by funds: $15.6B → $17.1B (+$1.53B)
1% more funds holding
Funds holding: 443 → 449 (+6)
0.5% less ownership
Funds ownership: 91.7% → 91.2% (-0.5%)
19% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 176
54% less call options, than puts
Call options by funds: $23.9M | Put options by funds: $52.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$198M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$124M |
| 3 |
CIFMU
Childrens Investment Fund Management (UK)
London,
United Kingdom
|
+$111M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$82.2M |
| 5 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$81.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$215M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$174M |
| 3 |
EPCM
Eton Park Capital Management
New York
|
-$159M |
| 4 |
State Street
Boston,
Massachusetts
|
-$113M |
| 5 |
MA
Marshfield Associates
Washington,
District of Columbia
|
-$103M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
476
Schroder Investment Management Group
London,
United Kingdom
| – | -$79.3K | -1,000 | Closed |
|
|
AR
477
Advisory Research
Chicago,
Illinois
| – | -$69K | -874 | Closed |
|
|
CGT
478
Capital Guardian Trust
Los Angeles,
California
| – | -$63K | -800 | Closed |
|
|
NIM
479
NuWave Investment Management
Parsippany,
New Jersey
| – | -$61K | -772 | Closed |
|
|
BBHC
480
Brown Brothers Harriman & Co
New York
| – | -$58K | -734 | Closed |
|
|
NYLT
481
New York Life Trust
New York
| – | -$44K | -556 | Closed |
|
|
TFMS
482
Trust & Fiduciary Management Services
Boston,
Massachusetts
| – | -$40K | -500 | Closed |
|
|
AP
483
Advisors Preferred
Rockville,
Maryland
| – | -$28.9K | -364 | Closed |
|
|
DBT
484
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$19K | -240 | Closed |
|
|
CFS
485
Community Financial System
Dewitt,
New York
| – | -$16K | -200 | Closed |
|
|
HIM
486
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$10K | -130 | Closed |
|
|
PG
487
PEAK6 Group
Chicago,
Illinois
| – | -$4.2K | -51 | Closed |
|
MCO Hedge Fund Activity: Q2 2014 in Review
449 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2014, worth a combined $17.1B — up 9.8% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new MCO positions and 38 closed out — a net gain of 9 holders — while 143 added to existing stakes and 176 trimmed.
The largest buyer was Davis Selected Advisers, opening a new position worth an estimated $198M. The largest seller was Egerton Capital (UK), cutting an estimated $215M.
- 449 institutional investors held Moody's (MCO) as of Q2 2014, up from 443 in Q1 2014.
- Funds reported $17.1B of Moody's stock for Q2 2014, up 9.8% quarter-over-quarter.
- 47 funds opened new Moody's positions in Q2 2014 and 38 closed out, a net change of +9 holders.
- The largest Moody's buyer in Q2 2014 was Davis Selected Advisers, an estimated $198M added.
- The largest Moody's seller in Q2 2014 was Egerton Capital (UK), an estimated $215M sold.
Based on aggregated 13F filings for Q2 2014.