Moody's
507 hedge funds and large institutions have $18.8B invested in Moody's in 2015 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 154 increasing their positions, 202 reducing their positions, and 55 closing their positions.
16% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 55
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
8% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $17.3M
0.96% more ownership
Funds ownership: 88.87% → 89.83% (+0.96%)
0% more funds holding
Funds holding: 506 → 507 (+1)
8% less capital invested
Capital invested by funds: $20.5B → $18.8B (-$1.7B)
24% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 202
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$153M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$127M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$115M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.6M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$81.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIFMU
Childrens Investment Fund Management (UK)
London,
United Kingdom
|
-$438M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$261M |
| 3 |
JP Morgan Chase
New York
|
-$92.5M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$83.1M |
| 5 |
Morgan Stanley
New York
|
-$79.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCC
551
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | -$213K | -2,220 | Closed |
|
|
SSG
552
Summit Securities Group
New York
| – | -$201K | -2,100 | Closed |
|
|
EPM
553
Equitec Proprietary Markets
Chicago,
Illinois
| – | -$159K | -1,657 | Closed |
|
|
BRWA
554
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$156 | -1,633 | Closed |
|
|
QT
555
Quantbot Technologies
New York
| – | -$150K | -1,567 | Closed |
|
|
NPC
556
National Planning Corporation
El Segundo,
California
| – | -$97.3K | -1,030 | Closed |
|
|
NFG
557
Next Financial Group
Houston,
Texas
| – | -$85K | -886 | Closed |
|
|
HMS
558
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$53K | -552 | Closed |
|
|
RA
559
Royce & Associates
New York
| – | -$50K | -525 | Closed |
|
|
CCS
560
Crosspoint Capital Strategies
Orinda,
California
| – | -$19K | -200 | Closed |
|
|
WTB
561
Washington Trust Bank
Spokane,
Washington
| – | -$17K | -175 | Closed |
|
|
RC
562
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$6.42K | -67 | Closed |
|
563
Acadian Asset Management
Boston,
Massachusetts
| – | -$6K | -63 | Closed |
|
MCO Hedge Fund Activity: Q1 2015 in Review
507 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2015, worth a combined $18.8B — down 8.3% from $20.5B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new MCO positions and 55 closed out — a net gain of 9 holders — while 154 added to existing stakes and 202 trimmed.
The largest buyer was Capital International Investors, adding an estimated $153M. The largest seller was Childrens Investment Fund Management (UK), cutting an estimated $438M.
- 507 institutional investors held Moody's (MCO) as of Q1 2015, up from 506 in Q4 2014.
- Funds reported $18.8B of Moody's stock for Q1 2015, down 8.3% quarter-over-quarter.
- 64 funds opened new Moody's positions in Q1 2015 and 55 closed out, a net change of +9 holders.
- The largest Moody's buyer in Q1 2015 was Capital International Investors, an estimated $153M added.
- The largest Moody's seller in Q1 2015 was Childrens Investment Fund Management (UK), an estimated $438M sold.
Based on aggregated 13F filings for Q1 2015.