Moody's
528 hedge funds and large institutions have $15.9B invested in Moody's in 2016 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 191 reducing their positions, and 38 closing their positions.
24% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 38
1% more funds holding
Funds holding: 525 → 528 (+3)
9% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 191
2.84% less ownership
Funds ownership: 89.93% → 87.09% (-2.8%)
6% less capital invested
Capital invested by funds: $16.9B → $15.9B (-$1.07B)
10% less funds holding in top 10
Funds holding in top 10: 21 → 19 (-2)
10% less call options, than puts
Call options by funds: $21.6M | Put options by funds: $24.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$269M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$91M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$53M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$47.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$155M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$148M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$131M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$114M |
| 5 |
D.E. Shaw & Co
New York
|
-$51.8M |
MCO Hedge Fund Activity: Q2 2016 in Review
528 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2016, worth a combined $15.9B — down 6.3% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new MCO positions and 38 closed out — a net gain of 9 holders — while 173 added to existing stakes and 191 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $269M. The largest seller was William Blair Investment Management, cutting an estimated $155M.
- 528 institutional investors held Moody's (MCO) as of Q2 2016, up from 525 in Q1 2016.
- Funds reported $15.9B of Moody's stock for Q2 2016, down 6.3% quarter-over-quarter.
- 47 funds opened new Moody's positions in Q2 2016 and 38 closed out, a net change of +9 holders.
- The largest Moody's buyer in Q2 2016 was Massachusetts Financial Services, an estimated $269M added.
- The largest Moody's seller in Q2 2016 was William Blair Investment Management, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2016.