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561 hedge funds and large institutions have $16.1B invested in Moody's in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 171 increasing their positions, 206 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $122M | Put options by funds: $66.8M

42% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 60

3% more funds holding

Funds holding: 545561 (+16)

2.71% more ownership

Funds ownership: 86.64%89.36% (+2.7%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

10% less capital invested

Capital invested by funds: $17.8B → $16.1B (-$1.74B)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 206

Holders
561
Holders Change
+16
Holders Change %
+2.94%
% of All Funds
14.03%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.57%
New
85
Increased
171
Reduced
206
Closed
60
Calls
$122M
Puts
$66.8M
Net Calls
+$55.1M
Net Calls Change
+$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.33B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.44B +$33.5M +331,778 +2%
State Street
3
State Street
Massachusetts
$701M +$64.2M +636,369 +9%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$672M -$41.9M -415,481 -6%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$570M +$118M +1,167,404 +24%
Principal Financial Group
6
Principal Financial Group
Iowa
$480M +$20.7M +204,914 +4%
ACM
7
AKRE Capital Management
Virginia
$439M +$62.7M +620,770 +15%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$435M +$48.1M +476,602 +12%
BIT
9
BlackRock Institutional Trust
California
$427M +$14.6M +144,147 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$310M +$13.8M +136,324 +4%
Capital International Investors
11
Capital International Investors
California
$305M +$335K +3,317 +0.1%
BFA
12
BlackRock Fund Advisors
California
$284M +$21M +207,961 +7%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M +$78.9M +781,698 +49%
Winslow Capital Management
14
Winslow Capital Management
Minnesota
$208M -$14.5M -143,494 -6%
Morgan Stanley
15
Morgan Stanley
New York
$202M +$44.1M +436,944 +26%
Deutsche Bank
16
Deutsche Bank
Germany
$201M +$3.85M +38,182 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$187M +$147K +1,461 +0.1%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$179M -$121K -1,195 -0.1%
Northern Trust
19
Northern Trust
Illinois
$176M -$5.75M -56,940 -3%
BG
20
BlackRock Group
United Kingdom
$163M -$18.9M -187,472 -10%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$160M -$5.65M -55,990 -3%
DZ Bank
22
DZ Bank
Germany
$154M +$165M +1,631,839 New
JP Morgan Chase
23
JP Morgan Chase
New York
$151M +$9.77M +96,806 +6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$136M +$6.42M +63,566 +5%
Franklin Resources
25
Franklin Resources
California
$133M -$14.6M -145,032 -9%

MCO Hedge Fund Activity: Q4 2016 in Review

561 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2016, worth a combined $16.1B — down 9.8% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MCO positions and 60 closed out — a net gain of 25 holders — while 171 added to existing stakes and 206 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $118M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $172M sold.

  • 561 institutional investors held Moody's (MCO) as of Q4 2016, up from 545 in Q3 2016.
  • Funds reported $16.1B of Moody's stock for Q4 2016, down 9.8% quarter-over-quarter.
  • 85 funds opened new Moody's positions in Q4 2016 and 60 closed out, a net change of +25 holders.
  • The largest Moody's buyer in Q4 2016 was Massachusetts Financial Services, an estimated $118M added.
  • The largest Moody's seller in Q4 2016 was Egerton Capital (UK), an estimated $172M sold.

Based on aggregated 13F filings for Q4 2016.