Moody's
MCO
680 hedge funds and large institutions have $29.3B invested in Moody's in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 237 increasing their positions, 232 reducing their positions, and 38 closing their positions.
79% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 38
5% more capital invested
Capital invested by funds: $27.8B → $29.3B (+$1.45B)
4% more funds holding
Funds holding: 653 → 680 (+27)
2% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 232
0.88% less ownership
Funds ownership: 90.45% → 89.57% (-0.88%)
7% less funds holding in top 10
Funds holding in top 10: 30 → 28 (-2)
46% less call options, than puts
Call options by funds: $31.5M | Put options by funds: $58.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$100M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$74M |
| 3 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$52.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$49.6M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$130M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$121M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$87.2M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$59.7M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$44.6M |
MCO Hedge Fund Activity: Q2 2018 in Review
680 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2018, worth a combined $29.3B — up 5.2% from $27.8B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new MCO positions and 38 closed out — a net gain of 30 holders — while 237 added to existing stakes and 232 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $100M. The largest seller was Vulcan Value Partners, cutting an estimated $130M.
- 680 institutional investors held Moody's (MCO) as of Q2 2018, up from 653 in Q1 2018.
- Funds reported $29.3B of Moody's stock for Q2 2018, up 5.2% quarter-over-quarter.
- 68 funds opened new Moody's positions in Q2 2018 and 38 closed out, a net change of +30 holders.
- The largest Moody's buyer in Q2 2018 was VOYA Investment Management, an estimated $100M added.
- The largest Moody's seller in Q2 2018 was Vulcan Value Partners, an estimated $130M sold.
Based on aggregated 13F filings for Q2 2018.