Moody's
653 hedge funds and large institutions have $27.8B invested in Moody's in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 219 increasing their positions, 235 reducing their positions, and 46 closing their positions.
30% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 46
11% more capital invested
Capital invested by funds: $25.1B → $27.8B (+$2.67B)
7% more funds holding in top 10
Funds holding in top 10: 28 → 30 (+2)
1.09% more ownership
Funds ownership: 89.35% → 90.45% (+1.1%)
1% more funds holding
Funds holding: 647 → 653 (+6)
7% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 235
61% less call options, than puts
Call options by funds: $41.6M | Put options by funds: $106M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$161M |
| 2 |
BlackRock
New York
|
+$59.9M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$54.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$52.8M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$45.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.8M |
| 2 |
Axa
Paris,
France
|
-$58.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$53.5M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$52.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$40.1M |
MCO Hedge Fund Activity: Q1 2018 in Review
653 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2018, worth a combined $27.8B — up 11% from $25.1B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new MCO positions and 46 closed out — a net gain of 14 holders — while 219 added to existing stakes and 235 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $68.8M.
- 653 institutional investors held Moody's (MCO) as of Q1 2018, up from 647 in Q4 2017.
- Funds reported $27.8B of Moody's stock for Q1 2018, up 11% quarter-over-quarter.
- 60 funds opened new Moody's positions in Q1 2018 and 46 closed out, a net change of +14 holders.
- The largest Moody's buyer in Q1 2018 was Arrowstreet Capital, an estimated $161M added.
- The largest Moody's seller in Q1 2018 was Fidelity Investments, an estimated $68.8M sold.
Based on aggregated 13F filings for Q1 2018.