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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
CT
601
Chicago Trust
Illinois
-$217K -2,000 Closed
SCM
602
Stonebridge Capital Management
California
-$217K -2,000 Closed
CCM
603
Covington Capital Management
California
-$210K -1,940 Closed
RJT
604
Raymond James Trust
Florida
-$210K -1,938 Closed
BAM
605
Berkshire Asset Management
Pennsylvania
-$206K -1,900 Closed
Truist Financial
606
Truist Financial
North Carolina
-$202K -1,870 Closed
Walleye Trading
607
Walleye Trading
New York
-$188K -1,862 Closed
BCM
608
Boltwood Capital Management
California
-$200K -1,848 Closed
WIC
609
Woodmont Investment Counsel
Tennessee
-$87K -800 Closed
IUHSA
610
Itau Unibanco Holding S.A.
Brazil
-$78K -720 Closed
S
611
SignatureFD
Georgia
-$47K -435 Closed
BAM
612
Brave Asset Management
New Jersey
-$41K -376 Closed
MWP
613
MYCIO Wealth Partners
Pennsylvania
-$32K -300 Closed
PFO
614
Pathstone Family Office
New Jersey
-$32K -292 Closed
SAM
615
Solaris Asset Management
New York
-$16K -144 Closed
BAM
616
Bruderman Asset Management
New York
-$9K -84 Closed
M
617
MOTCO
Texas
-$5K -42 Closed
FNBSF
618
First National Bank Sioux Falls
South Dakota
-$2K -17 Closed
AW
619
Alpha Windward
Massachusetts
-$2K -14 Closed
EA
620
Edge Advisors
Georgia
+$908 +9 New

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.