Moody's
510 hedge funds and large institutions have $19.6B invested in Moody's in 2015 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 152 increasing their positions, 204 reducing their positions, and 47 closing their positions.
158% more call options, than puts
Call options by funds: $37.6M | Put options by funds: $14.6M
22% more funds holding in top 10
Funds holding in top 10: 23 → 28 (+5)
13% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 47
4% more capital invested
Capital invested by funds: $18.9B → $19.6B (+$751M)
0% more funds holding
Funds holding: 509 → 510 (+1)
0.18% less ownership
Funds ownership: 90% → 89.82% (-0.18%)
25% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 204
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$156M |
| 2 |
Axa
Paris,
France
|
+$124M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$121M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$72.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$136M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$122M |
| 3 |
MG
Meritage Group
San Francisco,
California
|
-$75.7M |
| 4 |
PC
Passport Capital
San Francisco,
California
|
-$59.1M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$55.3M |
MCO Hedge Fund Activity: Q2 2015 in Review
510 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2015, worth a combined $19.6B — up 4% from $18.9B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new MCO positions and 47 closed out — a net gain of 6 holders — while 152 added to existing stakes and 204 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $156M. The largest seller was Capital World Investors, cutting an estimated $136M.
- 510 institutional investors held Moody's (MCO) as of Q2 2015, up from 509 in Q1 2015.
- Funds reported $19.6B of Moody's stock for Q2 2015, up 4% quarter-over-quarter.
- 53 funds opened new Moody's positions in Q2 2015 and 47 closed out, a net change of +6 holders.
- The largest Moody's buyer in Q2 2015 was Massachusetts Financial Services, an estimated $156M added.
- The largest Moody's seller in Q2 2015 was Capital World Investors, an estimated $136M sold.
Based on aggregated 13F filings for Q2 2015.