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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
PPA
51
Parametric Portfolio Associates
Washington
$59M +$31M +307,392 +96%
WPL
52
WINDACRE PARTNERSHIP LLC
Texas
$57.7M +$6.96M +69,000 +13%
EA
53
Echinus Advisors
New York
$54.3M +$2.56M +25,385 +5%
Goldman Sachs
54
Goldman Sachs
New York
$53.7M -$4.6M -45,609 -7%
UBS AM
55
UBS AM
Illinois
$53.6M +$16.1M +159,319 +39%
Boston Partners
56
Boston Partners
Massachusetts
$52.9M -$7.56M -74,909 -12%
Renaissance Technologies
57
Renaissance Technologies
New York
$50.4M +$46.5M +460,800 +623%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$49.9M -$2.52K -25 -0%
TPI
59
Tesco Pension Investment
United Kingdom
$49.2M
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$47M -$269K -2,665 -0.5%
Charles Schwab
61
Charles Schwab
California
$46.4M +$2.17M +21,475 +5%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$45.4M
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$44.7M -$3.26M -32,255 -7%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$44.6M -$2.71M -26,800 -5%
SO
65
STRS Ohio
Ohio
$44.3M -$3.79M -37,549 -7%
ETC
66
Evercore Trust Company
New York
$43.6M -$390K -3,868 -0.8%
SP
67
Sarasin & Partners
United Kingdom
$40.8M -$3.19M -31,568 -7%
Credit Agricole
68
Credit Agricole
France
$38.2M -$1.35M -13,379 -3%
FCM
69
Frontier Capital Management
Massachusetts
$36.8M -$6.6M -65,343 -14%
BlackRock
70
BlackRock
New York
$35.3M -$3.94M -39,067 -9%
SIC
71
Schwartz Investment Counsel
Michigan
$34.9M +$21.7M +215,000 +139%
BIM
72
BlackRock Investment Management
Delaware
$34.6M +$1.43M +14,144 +4%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$33.3M -$949K -9,400 -3%
VFCM
74
Valley Forge Capital Management
Florida
$33.1M +$35.5M +351,415 New
AAM
75
Aberdeen Asset Management
United Kingdom
$32.8M -$1.3M -12,836 -4%

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.