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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
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$32.8M -$160K -1,588 -0.5%
GC
77
Guggenheim Capital
Illinois
$32.5M -$261K -2,590 -0.7%
MVIP
78
Mar Vista Investment Partners
California
$32.3M +$34.6M +343,027 New
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$29.7M -$929K -9,201 -3%
Wells Fargo
80
Wells Fargo
California
$29.5M +$1.58M +15,621 +5%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$29.4M +$1.66M +16,430 +6%
Asset Management One
82
Asset Management One
Japan
$28.9M +$28M +277,048 +937%
Ameriprise
83
Ameriprise
Minnesota
$28.2M +$1.27M +12,581 +4%
CS
84
Credit Suisse
Switzerland
$28.2M -$2.47M -24,450 -8%
AC
85
AKO Capital
United Kingdom
$27.8M +$29.8M +294,909 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$27.7M -$75.7K -750 -0.3%
MG
87
Markel Group
Virginia
$27.3M
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$26.9M -$808K -8,000 -3%
VNIM
89
Vaughan Nelson Investment Management
Texas
$26.7M -$695K -6,884 -2%
TA
90
Teachers Advisors
New York
$25.3M +$7.59M +75,240 +39%
EVM
91
Eaton Vance Management
Massachusetts
$25.3M
BCF
92
BLS Capital Fondsmaeglerselskab
Denmark
$23.9M +$9.41M +93,200 +58%
BGE
93
BLS Global Equities
Denmark
$23.9M +$25.6M +254,023 New
ESCM
94
Echo Street Capital Management
New York
$23.8M +$22.3M +221,407 +719%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$23.4M -$300K -2,977 -1%
BJ
96
BlackRock Japan
Japan
$22.9M -$306K -3,031 -1%
A
97
AustralianSuper
Australia
$22.6M +$24.2M +239,300 New
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$22.5M -$719K -7,120 -3%
First Manhattan
99
First Manhattan
New York
$22.4M -$620K -6,145 -3%
Prudential Financial
100
Prudential Financial
New Jersey
$22.1M -$293K -2,900 -1%

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.