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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
QT
176
Quantbot Technologies
New York
$5.59M +$5.98M +59,273 New
CCA
177
Cobblestone Capital Advisors
New York
$5.52M +$93.5K +926 +2%
PP
178
Paloma Partners
Connecticut
$5.49M +$4.7M +46,607 +400%
Natixis Advisors
179
Natixis Advisors
Massachusetts
$5.48M +$857K +8,494 +17%
N
180
Natixis
France
$5.46M +$5.28M +52,294 +925%
CG
181
Colony Group
Massachusetts
$5.36M -$2.15M -21,259 -27%
HIMCH
182
Hartford Investment Management Co (HIMCO)
Connecticut
$5.35M +$649K +6,425 +13%
AIG
183
American International Group
New York
$5.24M -$109K -1,078 -2%
CT
184
Cambridge Trust
Massachusetts
$5.23M -$170K -1,683 -3%
Canada Pension Plan Investment Board
185
Canada Pension Plan Investment Board
Ontario, Canada
$5.03M +$1.62M +16,053 +43%
EGM
186
Engineers Gate Manager
New York
$5.02M +$3.8M +37,621 +240%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$5.01M +$207K +2,046 +4%
Brown Advisory
188
Brown Advisory
Maryland
$4.92M -$54.5K -540 -1%
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$4.9M -$11.4M -113,045 -69%
SCM
190
Stanley Capital Management
Texas
$4.9M
KCM
191
Kornitzer Capital Management
Kansas
$4.87M -$4.8M -47,565 -48%
SG Americas Securities
192
SG Americas Securities
New York
$4.83M +$4.14M +41,051 +404%
GIBU
193
Gulf International Bank (UK)
United Kingdom
$4.82M
RIG
194
Roosevelt Investment Group
New York
$4.8M -$4.73M -46,891 -48%
HR
195
Howe & Rusling
New York
$4.77M -$223K -2,211 -4%
ACI
196
AMP Capital Investors
Australia
$4.77M -$118K -1,166 -2%
TPSF
197
Texas Permanent School Fund
Texas
$4.7M -$171K -1,692 -3%
VIMU
198
Veritas Investment Management (UK)
United Kingdom
$4.63M -$6.56K -65 -0.1%
CSS
199
Cubist Systematic Strategies
Connecticut
$4.55M +$2.62M +25,953 +116%
CIS
200
Capital International Sarl
California
$4.55M -$30.3K -300 -0.6%

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.