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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
CHC
551
City Holding Co
West Virginia
$3K
SWA
552
Sutton Wealth Advisors
Florida
$2.17K
WTB
553
Washington Trust Bank
Washington
$2K -$3.23K -32 -67%
OFW
554
Omnia Family Wealth
Florida
$2K +$2.42K +24 New
FANJ
555
Financial Architects (New Jersey)
New Jersey
$1K -$1.72K -17 -53%
TFO
556
Tarbox Family Office
California
$1K
LS
557
Livforsakringsbolaget Skandia
Sweden
$841 -$836K -8,278 -48%
BFM
558
Boothbay Fund Management
New York
$461 +$493K +4,888 New
SLF
559
Sun Life Financial
Ontario, Canada
$89 +$808 +8 New
ECU
560
Egerton Capital (UK)
United Kingdom
-$172M -1,586,598 Closed
BCM
561
Bares Capital Management
Texas
-$111M -1,027,902 Closed
William Blair Investment Management
562
William Blair Investment Management
Illinois
-$82.1M -757,862 Closed
MTB
563
Mizuho Trust & Banking
Japan
-$32.7M -301,993 Closed
Arrowstreet Capital
564
Arrowstreet Capital
Massachusetts
-$15.5M -143,600 Closed
Point72 Asset Management
565
Point72 Asset Management
Connecticut
-$7.75M -71,600 Closed
Fidelity International
566
Fidelity International
Bermuda
-$6.55M -60,469 Closed
OCM
567
Oakwood Capital Management
California
-$5.13M -47,340 Closed
BCM
568
BlueMar Capital Management
Florida
-$4.76M -44,000 Closed
CCA
569
Catalyst Capital Advisors
New York
-$4.6M -42,457 Closed
LCM
570
Laurion Capital Management
New York
-$2.36M -21,800 Closed
CC
571
Cadinha & Co
Hawaii
-$2.28M -21,060 Closed
Connor, Clark & Lunn Investment Management (CC&L)
572
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.13M -19,687 Closed
DILH
573
Dai-ichi Life Holdings
Japan
-$1.91M -17,614 Closed
DL
574
Delta Lloyd
Netherlands
-$1.77M -16,319 Closed
NGA
575
Naples Global Advisors
Florida
-$1.72M -15,905 Closed

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.