Moody's
508 hedge funds and large institutions have $17.8B invested in Moody's in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 29 closing their positions.
152% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 29
33% more funds holding in top 10
Funds holding in top 10: 15 → 20 (+5)
8% more funds holding
Funds holding: 472 → 508 (+36)
1% less capital invested
Capital invested by funds: $18B → $17.8B (-$169M)
0.97% less ownership
Funds ownership: 90.1% → 89.13% (-0.97%)
11% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 178
75% less call options, than puts
Call options by funds: $18.5M | Put options by funds: $74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$176M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$136M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$96.7M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$71.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$466M |
| 2 |
CIFMU
Childrens Investment Fund Management (UK)
London,
United Kingdom
|
-$212M |
| 3 |
SA
SQ Advisors
Naples,
Florida
|
-$142M |
| 4 |
Morgan Stanley
New York
|
-$101M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$97.8M |
MCO Hedge Fund Activity: Q4 2014 in Review
508 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2014, worth a combined $17.8B — down 0.94% from $18B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new MCO positions and 29 closed out — a net gain of 44 holders — while 158 added to existing stakes and 178 trimmed.
The largest buyer was AJO LP, adding an estimated $176M. The largest seller was Capital World Investors, cutting an estimated $466M.
- 508 institutional investors held Moody's (MCO) as of Q4 2014, up from 472 in Q3 2014.
- Funds reported $17.8B of Moody's stock for Q4 2014, down 0.94% quarter-over-quarter.
- 73 funds opened new Moody's positions in Q4 2014 and 29 closed out, a net change of +44 holders.
- The largest Moody's buyer in Q4 2014 was AJO LP, an estimated $176M added.
- The largest Moody's seller in Q4 2014 was Capital World Investors, an estimated $466M sold.
Based on aggregated 13F filings for Q4 2014.