Moody's
659 hedge funds and large institutions have $25B invested in Moody's in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 218 increasing their positions, 233 reducing their positions, and 103 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
4.23% more ownership
Funds ownership: 89.25% → 93.48% (+4.2%)
6% less repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 233
4% less funds holding
Funds holding: 685 → 659 (-26)
13% less capital invested
Capital invested by funds: $28.6B → $25B (-$3.58B)
21% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 103
29% less call options, than puts
Call options by funds: $55.8M | Put options by funds: $79.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCI Fund Management
London,
United Kingdom
|
+$596M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$211M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$204M |
| 4 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
+$164M |
| 5 |
BlackRock
New York
|
+$151M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$116M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$88.6M |
| 3 |
Millennium Management
New York
|
-$87M |
| 4 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$83.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$78M |
MCO Hedge Fund Activity: Q4 2018 in Review
659 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2018, worth a combined $25B — down 13% from $28.6B a quarter earlier.
Sellers outnumbered buyers: 103 funds closed out of MCO and 81 opened new positions — a net loss of 22 holders — while 233 trimmed existing stakes and 218 added.
The largest buyer was TCI Fund Management, adding an estimated $596M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $116M.
- 659 institutional investors held Moody's (MCO) as of Q4 2018, down from 685 in Q3 2018.
- Funds reported $25B of Moody's stock for Q4 2018, down 13% quarter-over-quarter.
- 81 funds opened new Moody's positions in Q4 2018 and 103 closed out, a net change of -22 holders.
- The largest Moody's buyer in Q4 2018 was TCI Fund Management, an estimated $596M added.
- The largest Moody's seller in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $116M sold.
Based on aggregated 13F filings for Q4 2018.