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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
YWP
501
YorkBridge Wealth Partners
New York
$81K +$80.8K +800 New
BWP
502
Baldwin Wealth Partners
Massachusetts
$77K
CBOA
503
Commonwealth Bank of Australia
Australia
$76K -$4.44K -44 -5%
SF
504
Synovus Financial
Georgia
$75K
SSB
505
Sandy Spring Bank
Maryland
$74K -$74.2K -735 -48%
VFA
506
Virtus Fund Advisers
Connecticut
$70K
AssetMark Inc
507
AssetMark Inc
California
$70K +$7.27K +72 +11%
WEC
508
Winslow Evans & Crocker
Massachusetts
$65K -$163K -1,610 -70%
IA
509
IFP Advisors
Florida
$60K -$8.98K -89 -12%
GLI
510
Guardian Life Insurance
New York
$60K
GBBWRPM
511
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$58K
ECM
512
Estabrook Capital Management
New York
$56.6K
FHA
513
First Horizon Advisors
Tennessee
$54K
AFA
514
Abacus FCF Advisors
Florida
$48K +$28.8K +285 +127%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$46.4K +$49.7K +492 New
WPA
516
West Paces Advisors
Georgia
$41.7K +$44.6K +442 New
MCM
517
Manchester Capital Management
Vermont
$39K
TDC
518
Thompson Davis & Co
Virginia
$38K -$908 -9 -2%
GWM
519
Geneos Wealth Management
Colorado
$31K -$35.3K -350 -52%
JFA
520
JNBA Financial Advisors
Minnesota
$29K -$12.6K -125 -29%
CWM
521
Cranbrook Wealth Management
Michigan
$27K
SFG
522
SevenBridge Financial Group
Pennsylvania
$26K
PA
523
Parallel Advisors
California
$22K +$24K +238 New
PHK
524
Point72 Hong Kong
Hong Kong
$21K -$321K -3,176 -93%
TWA
525
TCI Wealth Advisors
Arizona
$20K -$7.77K -77 -26%

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.