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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
BTW
126
Boston Trust Walden
Massachusetts
$12M +$3.17M +30,165 +37%
Kayne Anderson Rudnick Investment Management
127
Kayne Anderson Rudnick Investment Management
California
$11.9M +$9.87M +93,865 +579%
NFA
128
Nationwide Fund Advisors
Ohio
$11.6M -$336K -3,198 -3%
TCI Fund Management
129
TCI Fund Management
United Kingdom
$11.1M
CFB
130
Cullen/Frost Bankers
Texas
$11M +$221K +2,103 +2%
KCM
131
Kornitzer Capital Management
Kansas
$10.7M
SEI Investments
132
SEI Investments
Pennsylvania
$10.7M -$838K -7,970 -7%
RIG
133
Roosevelt Investment Group
New York
$10.6M +$10.3M +97,818 New
CG
134
Clinton Group
New York
$10.4M +$8.87M +84,327 +746%
AG
135
Aperio Group
California
$10.1M +$520K +4,947 +6%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$9.99M -$205K -1,954 -2%
Lord, Abbett & Co
137
Lord, Abbett & Co
New Jersey
$9.93M -$3.24M -30,774 -25%
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$9.91M +$158K +1,500 +2%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$9.81M -$208K -1,982 -2%
BFM
140
Boston Financial Management
Massachusetts
$9.43M +$486K +4,621 +6%
GA
141
Geneva Advisors
Illinois
$9.41M -$718K -6,832 -7%
WHG
142
Westwood Holdings Group
Texas
$9.38M -$125K -1,193 -1%
CI
143
Capital International
California
$9.28M
Retirement Systems of Alabama
144
Retirement Systems of Alabama
Alabama
$9.16M -$164K -1,564 -2%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$9.04M
KBC Group
146
KBC Group
Belgium
$9.04M +$2.02M +19,229 +30%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$8.5M +$1.26K +12 +0%
BFS
148
Baskin Financial Services
Ontario, Canada
$8.5M +$98.3K +935 +1%
CG
149
Colony Group
Massachusetts
$8.45M -$2.04M -19,359 -20%
CCM
150
Century Capital Management
Massachusetts
$8.16M

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.