We are live on ! Find out more

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
Squarepoint
201
Squarepoint
New York
$4.53M +$4.85M +48,043 New
ProShare Advisors
202
ProShare Advisors
Maryland
$4.35M +$1.3M +12,890 +39%
JG
203
Jefferies Group
New York
$4.31M +$3.76M +37,247 +442%
EIP
204
Epoch Investment Partners
New York
$4.28M +$2.21M +21,880 +93%
Macquarie Group
205
Macquarie Group
Australia
$4.21M -$12.1M -119,520 -73%
GCP
206
GSA Capital Partners
United Kingdom
$4.15M +$3.02M +29,927 +213%
William Blair & Company
207
William Blair & Company
Illinois
$4.08M -$1.44M -14,270 -25%
TRSOTSOK
208
Teachers Retirement System of the State of Kentucky
Kentucky
$4.07M -$319K -3,156 -7%
Alyeska Investment Group
209
Alyeska Investment Group
Illinois
$4.05M +$4.33M +42,922 New
Citigroup
210
Citigroup
New York
$3.98M +$236K +2,338 +6%
AIA
211
AGF Investments America
Ontario, Canada
$3.96M +$52.6K +521 +1%
ASRS
212
Arizona State Retirement System
Arizona
$3.88M -$10.1K -100 -0.2%
SBH
213
Segall Bryant & Hamill
Illinois
$3.83M
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$3.8M +$858K +8,504 +27%
PIA
215
Piedmont Investment Advisors
North Carolina
$3.78M +$4.05M +40,079 +2,003,950%
FAF
216
Fjarde Ap-fonden
Sweden
$3.66M -$451K -4,466 -10%
EIM
217
ExxonMobil Investment Management
Texas
$3.63M -$425K -4,215 -10%
LTFS
218
Ladenburg Thalmann Financial Services
Florida
$3.59M +$668K +6,613 +21%
Public Sector Pension Investment Board (PSP Investments)
219
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.47M -$90.8K -900 -2%
Nomura Holdings
220
Nomura Holdings
Japan
$3.4M +$2.98M +29,477 +449%
AP
221
AHL Partners
United Kingdom
$3.38M +$2.18M +21,645 +153%
BAM
222
Burgundy Asset Management
Ontario, Canada
$3.35M +$79.8K +791 +2%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$3.33M -$106K -1,054 -3%
BPC
224
Banque Pictet & Cie
Switzerland
$3.32M -$80.1K -794 -2%
ELI
225
Empire Life Investments
Ontario, Canada
$3.29M +$3.51M +34,731 New

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.