Moody's
406 hedge funds and large institutions have $14.1B invested in Moody's in 2013 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 113 increasing their positions, 177 reducing their positions, and 37 closing their positions.
27% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 37
13% more capital invested
Capital invested by funds: $12.4B → $14.1B (+$1.67B)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
2% more funds holding
Funds holding: 399 → 406 (+7)
0.49% less ownership
Funds ownership: 91.19% → 90.7% (-0.49%)
31% less call options, than puts
Call options by funds: $39.8M | Put options by funds: $58M
36% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 177
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$187M |
| 2 |
CIFMU
Childrens Investment Fund Management (UK)
London,
United Kingdom
|
+$99.5M |
| 3 |
EPCM
Eton Park Capital Management
New York
|
+$65.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.9M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$48.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$178M |
| 2 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$156M |
| 3 |
O
OppenheimerFunds
New York
|
-$76.3M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$67.4M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$54.3M |
MCO Hedge Fund Activity: Q3 2013 in Review
406 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2013, worth a combined $14.1B — up 13% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new MCO positions and 37 closed out — a net gain of 10 holders — while 113 added to existing stakes and 177 trimmed.
The largest buyer was Egerton Capital (UK), adding an estimated $187M. The largest seller was Bank of New York Mellon, cutting an estimated $178M.
- 406 institutional investors held Moody's (MCO) as of Q3 2013, up from 399 in Q2 2013.
- Funds reported $14.1B of Moody's stock for Q3 2013, up 13% quarter-over-quarter.
- 47 funds opened new Moody's positions in Q3 2013 and 37 closed out, a net change of +10 holders.
- The largest Moody's buyer in Q3 2013 was Egerton Capital (UK), an estimated $187M added.
- The largest Moody's seller in Q3 2013 was Bank of New York Mellon, an estimated $178M sold.
Based on aggregated 13F filings for Q3 2013.