Moody's
553 hedge funds and large institutions have $19.2B invested in Moody's in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 173 increasing their positions, 221 reducing their positions, and 55 closing their positions.
51% more call options, than puts
Call options by funds: $101M | Put options by funds: $66.8M
19% more capital invested
Capital invested by funds: $16.1B → $19.2B (+$3.09B)
9% more funds holding in top 10
Funds holding in top 10: 23 → 25 (+2)
4% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 55
0.31% more ownership
Funds ownership: 89.55% → 89.86% (+0.31%)
1% less funds holding
Funds holding: 561 → 553 (-8)
22% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 221
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.05B |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$363M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$177M |
| 4 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
+$109M |
| 5 |
TCI Fund Management
London,
United Kingdom
|
+$70.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$168M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$90.2M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$64.7M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$64.3M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$57.6M |
MCO Hedge Fund Activity: Q1 2017 in Review
553 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2017, worth a combined $19.2B — up 19% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new MCO positions and 55 closed out — a net gain of 2 holders — while 173 added to existing stakes and 221 trimmed.
The largest buyer was BlackRock, adding an estimated $1.05B. The largest seller was JP Morgan Chase, cutting an estimated $168M.
- 553 institutional investors held Moody's (MCO) as of Q1 2017, down from 561 in Q4 2016.
- Funds reported $19.2B of Moody's stock for Q1 2017, up 19% quarter-over-quarter.
- 57 funds opened new Moody's positions in Q1 2017 and 55 closed out, a net change of +2 holders.
- The largest Moody's buyer in Q1 2017 was BlackRock, an estimated $1.05B added.
- The largest Moody's seller in Q1 2017 was JP Morgan Chase, an estimated $168M sold.
Based on aggregated 13F filings for Q1 2017.