Moody's
472 hedge funds and large institutions have $18B invested in Moody's in 2014 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 137 increasing their positions, 195 reducing their positions, and 20 closing their positions.
130% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 20
5% more funds holding
Funds holding: 450 → 472 (+22)
5% more capital invested
Capital invested by funds: $17.2B → $18B (+$812M)
1.56% less ownership
Funds ownership: 91.67% → 90.1% (-1.6%)
25% less funds holding in top 10
Funds holding in top 10: 20 → 15 (-5)
30% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 195
53% less call options, than puts
Call options by funds: $25.9M | Put options by funds: $54.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Marshfield Associates
Washington,
District of Columbia
|
+$115M |
| 2 |
D.E. Shaw & Co
New York
|
+$85.4M |
| 3 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$73M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$53.4M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$140M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$107M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$98.6M |
| 4 |
MG
Meritage Group
San Francisco,
California
|
-$93.1M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$85.4M |
MCO Hedge Fund Activity: Q3 2014 in Review
472 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2014, worth a combined $18B — up 4.7% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new MCO positions and 20 closed out — a net gain of 26 holders — while 137 added to existing stakes and 195 trimmed.
The largest buyer was Marshfield Associates, opening a new position worth an estimated $115M. The largest seller was Norges Bank, cutting an estimated $140M.
- 472 institutional investors held Moody's (MCO) as of Q3 2014, up from 450 in Q2 2014.
- Funds reported $18B of Moody's stock for Q3 2014, up 4.7% quarter-over-quarter.
- 46 funds opened new Moody's positions in Q3 2014 and 20 closed out, a net change of +26 holders.
- The largest Moody's buyer in Q3 2014 was Marshfield Associates, an estimated $115M added.
- The largest Moody's seller in Q3 2014 was Norges Bank, an estimated $140M sold.
Based on aggregated 13F filings for Q3 2014.