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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
BA
101
BlackRock Advisors
Delaware
$21.2M -$855K -8,466 -4%
Select Equity Group
102
Select Equity Group
New York
$21.1M +$22.6M +223,968 New
HHAA
103
Henry H. Armstrong Associates
Pennsylvania
$21.1M -$164K -1,625 -0.7%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$20.4M -$858K -8,502 -4%
Mitsubishi UFJ Asset Management
105
Mitsubishi UFJ Asset Management
Japan
$20.1M +$5.37M +53,224 +34%
Luther King Capital Management (LKCM)
106
Luther King Capital Management (LKCM)
Texas
$19.8M +$313K +3,097 +1%
KFM
107
KG Funds Management
New York
$19.8M
EAM
108
Eagle Asset Management
Florida
$19.7M -$347K -3,438 -2%
Two Sigma Investments
109
Two Sigma Investments
New York
$19.4M +$5.05M +50,045 +32%
VAM
110
Vontobel Asset Management
New York
$19M +$20.4M +201,875 New
DSA
111
Davis Selected Advisers
Arizona
$18.9M -$128M -1,265,502 -86%
Nomura Asset Management
112
Nomura Asset Management
Japan
$18.7M +$4.69M +46,510 +31%
DAM
113
Davis Asset Management
California
$18.4M
HSBC Holdings
114
HSBC Holdings
United Kingdom
$18.4M +$1.08M +10,692 +6%
CIM
115
Calvert Investment Management
Maryland
$17.9M -$722K -7,155 -4%
MIFH
116
Migdal Insurance & Financial Holdings
Israel
$17.6M +$90.8K +900 +0.5%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$17.3M +$6.51M +64,533 +54%
Marshall Wace
118
Marshall Wace
United Kingdom
$17.1M -$112M -1,114,460 -86%
Barclays
119
Barclays
United Kingdom
$16.7M +$3.93M +38,976 +28%
BA
120
Bridgewater Associates
Connecticut
$16.6M +$17.8M +175,900 New
HCM
121
Herndon Capital Management
Georgia
$16.5M -$32.4M -320,820 -65%
Nordea Investment Management
122
Nordea Investment Management
Sweden
$15.5M +$2.87M +28,398 +21%
Canada Life
123
Canada Life
Manitoba, Canada
$15.4M -$763K -7,560 -4%
IGIM
124
I.G. Investment Management
Manitoba, Canada
$15.4M -$20M -198,001 -55%
National Pension Service
125
National Pension Service
South Korea
$15.1M +$1.57M +15,573 +11%

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.