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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
SOMRS
126
State of Michigan Retirement System
Michigan
$14.5M -$961K -9,518 -6%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$14.2M -$61.8K -612 -0.4%
AVC
128
Arlington Value Capital
Utah
$13.9M +$313K +3,100 +2%
ECAM
129
East Coast Asset Management
Massachusetts
$13.8M +$8.2M +81,212 +126%
CG
130
Clinton Group
New York
$13.3M +$4.55M +45,118 +47%
NFA
131
Nationwide Fund Advisors
Ohio
$12.5M +$2.56M +25,382 +24%
Aviva
132
Aviva
United Kingdom
$11.9M -$6.79M -67,316 -35%
VAM
133
Veritas Asset Management
United Kingdom
$11.6M
N
134
Nuveen
North Carolina
$11.6M +$10.2M +101,506 +475%
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$11.6M +$7.55M +74,829 +157%
VRS
136
Virginia Retirement Systems
Virginia
$11.1M +$11.9M +117,400 New
HIM
137
HughesLittle Investment Management
$11M
BTW
138
Boston Trust Walden
Massachusetts
$10.7M +$295K +2,927 +3%
USAA
139
United Services Automobile Association
Texas
$10.4M -$293K -2,898 -3%
SGAM
140
Smith Group Asset Management
Texas
$9.69M +$10.4M +102,797 New
KBC Group
141
KBC Group
Belgium
$9.6M +$1.85M +18,351 +22%
CFB
142
Cullen/Frost Bankers
Texas
$9.59M +$56.6K +561 +0.6%
SEI Investments
143
SEI Investments
Pennsylvania
$9.41M +$113K +1,116 +1%
RHAM
144
Round Hill Asset Management
California
$9.38M +$10M +99,495 New
BFM
145
Boston Financial Management
Massachusetts
$9.29M +$1.16M +11,505 +13%
TD Asset Management
146
TD Asset Management
Ontario, Canada
$9.19M +$695K +6,882 +8%
CI
147
Capital International
California
$9.13M +$1.13M +11,204 +13%
Kayne Anderson Rudnick Investment Management
148
Kayne Anderson Rudnick Investment Management
California
$8.83M -$1.65M -16,380 -15%
PAMU
149
Pictet Asset Management (UK)
United Kingdom
$8.44M -$202K -2,000 -2%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$8.42M -$297K -2,942 -3%

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.