Moody's
526 hedge funds and large institutions have $15.8B invested in Moody's in 2016 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 172 increasing their positions, 191 reducing their positions, and 38 closing their positions.
24% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 38
1% more funds holding
Funds holding: 523 → 526 (+3)
10% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 191
5.12% less ownership
Funds ownership: 92.15% → 87.03% (-5.1%)
5% less capital invested
Capital invested by funds: $16.8B → $15.8B (-$911M)
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
10% less call options, than puts
Call options by funds: $21.6M | Put options by funds: $24.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$269M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$91M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$53M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$47.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$447M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$155M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$148M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$131M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$114M |
MCO Hedge Fund Activity: Q2 2016 in Review
526 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2016, worth a combined $15.8B — down 5.4% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new MCO positions and 38 closed out — a net gain of 9 holders — while 172 added to existing stakes and 191 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $269M. The largest seller was Royal London Asset Management, cutting an estimated $447M.
- 526 institutional investors held Moody's (MCO) as of Q2 2016, up from 523 in Q1 2016.
- Funds reported $15.8B of Moody's stock for Q2 2016, down 5.4% quarter-over-quarter.
- 47 funds opened new Moody's positions in Q2 2016 and 38 closed out, a net change of +9 holders.
- The largest Moody's buyer in Q2 2016 was Massachusetts Financial Services, an estimated $269M added.
- The largest Moody's seller in Q2 2016 was Royal London Asset Management, an estimated $447M sold.
Based on aggregated 13F filings for Q2 2016.