Moody's
444 hedge funds and large institutions have $15.7B invested in Moody's in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 181 reducing their positions, and 29 closing their positions.
62% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 29
19% more call options, than puts
Call options by funds: $61.4M | Put options by funds: $51.4M
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
3% more funds holding
Funds holding: 432 → 444 (+12)
1% more capital invested
Capital invested by funds: $15.5B → $15.7B (+$114M)
0.16% more ownership
Funds ownership: 92.02% → 92.18% (+0.16%)
26% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 181
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$84.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.1M |
| 3 |
Neuberger Berman Group
New York
|
+$43.7M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
+$39.2M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$36.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$159M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$84.5M |
| 3 |
Bank of New York Mellon
New York
|
-$57.9M |
| 4 |
Millennium Management
New York
|
-$45.3M |
| 5 |
SA
SQ Advisors
Naples,
Florida
|
-$39M |
MCO Hedge Fund Activity: Q1 2014 in Review
444 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2014, worth a combined $15.7B — up 0.73% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new MCO positions and 29 closed out — a net gain of 18 holders — while 134 added to existing stakes and 181 trimmed.
The largest buyer was State Street, adding an estimated $84.8M. The largest seller was Capital International Investors, cutting an estimated $159M.
- 444 institutional investors held Moody's (MCO) as of Q1 2014, up from 432 in Q4 2013.
- Funds reported $15.7B of Moody's stock for Q1 2014, up 0.73% quarter-over-quarter.
- 47 funds opened new Moody's positions in Q1 2014 and 29 closed out, a net change of +18 holders.
- The largest Moody's buyer in Q1 2014 was State Street, an estimated $84.8M added.
- The largest Moody's seller in Q1 2014 was Capital International Investors, an estimated $159M sold.
Based on aggregated 13F filings for Q1 2014.