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545 hedge funds and large institutions have $17.8B invested in Moody's in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 175 increasing their positions, 196 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

13% more capital invested

Capital invested by funds: $15.8B → $17.8B (+$2B)

4% more funds holding

Funds holding: 526545 (+19)

0.39% less ownership

Funds ownership: 87.03%86.64% (-0.39%)

11% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 196

43% less call options, than puts

Call options by funds: $19M | Put options by funds: $33.5M

Holders
545
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
14.54%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
62
Increased
175
Reduced
196
Closed
39
Calls
$19M
Puts
$33.5M
Net Calls
-$14.5M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.67B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.62B +$24.6M +233,782 +2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$816M -$9.41M -89,528 -1%
State Street
4
State Street
Massachusetts
$736M +$4.56M +43,385 +0.6%
Principal Financial Group
5
Principal Financial Group
Iowa
$530M +$17.5M +166,705 +4%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$529M +$30.1M +286,336 +6%
BIT
7
BlackRock Institutional Trust
California
$474M -$35.3M -335,954 -7%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$448M +$5.11M +48,554 +1%
ACM
9
AKRE Capital Management
Virginia
$437M +$518K +4,927 +0.1%
Capital International Investors
10
Capital International Investors
California
$350M +$867K +8,245 +0.3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$341M +$8.62M +82,016 +3%
BFA
12
BlackRock Fund Advisors
California
$304M +$7.13M +67,778 +2%
Winslow Capital Management
13
Winslow Capital Management
Minnesota
$254M -$19.2M -182,306 -7%
Capital World Investors
14
Capital World Investors
California
$234M -$50.1M -476,779 -18%
Deutsche Bank
15
Deutsche Bank
Germany
$226M +$1.31M +12,423 +0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$215M -$666K -6,335 -0.3%
Northern Trust
17
Northern Trust
Illinois
$209M -$10.1M -95,839 -5%
BG
18
BlackRock Group
United Kingdom
$208M +$1.2M +11,412 +0.6%
Ninety One (UK)
19
Ninety One (UK)
United Kingdom
$205M +$8.53M +81,168 +4%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$189M -$4.78M -45,461 -3%
Morgan Stanley
21
Morgan Stanley
New York
$185M +$8.08M +76,839 +5%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174M +$117M +1,113,639 +225%
ECU
23
Egerton Capital (UK)
United Kingdom
$172M -$102M -970,029 -38%
Franklin Resources
24
Franklin Resources
California
$168M +$30.2M +286,815 +23%
Norges Bank
25
Norges Bank
Norway
$164M -$768K -7,301 -0.5%

MCO Hedge Fund Activity: Q3 2016 in Review

545 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2016, worth a combined $17.8B — up 13% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MCO positions and 39 closed out — a net gain of 23 holders — while 175 added to existing stakes and 196 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $118M.

  • 545 institutional investors held Moody's (MCO) as of Q3 2016, up from 526 in Q2 2016.
  • Funds reported $17.8B of Moody's stock for Q3 2016, up 13% quarter-over-quarter.
  • 62 funds opened new Moody's positions in Q3 2016 and 39 closed out, a net change of +23 holders.
  • The largest Moody's buyer in Q3 2016 was Manulife (Manufacturers Life Insurance), an estimated $117M added.
  • The largest Moody's seller in Q3 2016 was JP Morgan Chase, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2016.