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545 hedge funds and large institutions have $17.8B invested in Moody's in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 175 increasing their positions, 196 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

13% more capital invested

Capital invested by funds: $15.8B → $17.8B (+$2B)

4% more funds holding

Funds holding: 526545 (+19)

0.39% less ownership

Funds ownership: 87.03%86.64% (-0.39%)

11% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 196

43% less call options, than puts

Call options by funds: $19M | Put options by funds: $33.5M

Holders
545
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
14.54%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
62
Increased
175
Reduced
196
Closed
39
Calls
$19M
Puts
$33.5M
Net Calls
-$14.5M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$66.6M -$3.24M -30,848 -5%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$60.8M -$2.81M -26,701 -5%
EA
53
Echinus Advisors
New York
$59.6M
WPL
54
WINDACRE PARTNERSHIP LLC
Texas
$58.8M -$9.56M -90,900 -14%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$57.3M +$1.35M +12,800 +2%
TPI
56
Tesco Pension Investment
United Kingdom
$56.5M +$54.9M +522,243 New
SO
57
STRS Ohio
Ohio
$54.9M -$750K -7,132 -1%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$54.3M -$502K -4,770 -0.9%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$54.1M -$3.26M -31,000 -6%
HCM
60
Herndon Capital Management
Georgia
$53.7M -$19M -180,690 -27%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$52.1M -$6.17M -58,658 -11%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$51.7M -$6.64M -63,170 -12%
Charles Schwab
63
Charles Schwab
California
$51M +$903K +8,589 +2%
ETC
64
Evercore Trust Company
New York
$50.5M -$711K -6,763 -1%
SP
65
Sarasin & Partners
United Kingdom
$50.3M -$507K -4,819 -1%
FCM
66
Frontier Capital Management
Massachusetts
$49.3M -$913K -8,683 -2%
Credit Agricole
67
Credit Agricole
France
$45.3M -$521K -4,952 -1%
BlackRock
68
BlackRock
New York
$44.8M -$7.03M -66,853 -14%
UBS AM
69
UBS AM
Illinois
$44.3M +$24.9K +237 +0.1%
JHIU
70
Janus Henderson Investors US
Colorado
$44.2M -$37.1M -352,489 -46%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$39.3M +$315K +3,000 +0.8%
IGIM
72
I.G. Investment Management
Manitoba, Canada
$39.1M -$132K -1,251 -0.3%
AAM
73
Aberdeen Asset Management
United Kingdom
$39M +$1.83M +17,437 +5%
BIM
74
BlackRock Investment Management
Delaware
$38.2M -$270K -2,570 -0.7%
Dimensional Fund Advisors
75
Dimensional Fund Advisors
Texas
$37.8M +$1.36M +12,955 +4%

MCO Hedge Fund Activity: Q3 2016 in Review

545 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2016, worth a combined $17.8B — up 13% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MCO positions and 39 closed out — a net gain of 23 holders — while 175 added to existing stakes and 196 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $118M.

  • 545 institutional investors held Moody's (MCO) as of Q3 2016, up from 526 in Q2 2016.
  • Funds reported $17.8B of Moody's stock for Q3 2016, up 13% quarter-over-quarter.
  • 62 funds opened new Moody's positions in Q3 2016 and 39 closed out, a net change of +23 holders.
  • The largest Moody's buyer in Q3 2016 was Manulife (Manufacturers Life Insurance), an estimated $117M added.
  • The largest Moody's seller in Q3 2016 was JP Morgan Chase, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2016.