Moody's
576 hedge funds and large institutions have $23.6B invested in Moody's in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 173 increasing their positions, 215 reducing their positions, and 29 closing their positions.
124% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 29
13% more capital invested
Capital invested by funds: $20.9B → $23.6B (+$2.68B)
5% more funds holding
Funds holding: 547 → 576 (+29)
1.07% less ownership
Funds ownership: 89.67% → 88.6% (-1.1%)
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
20% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 215
76% less call options, than puts
Call options by funds: $17.9M | Put options by funds: $73.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCWMU
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
+$67.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$64.7M |
| 3 |
Morgan Stanley
New York
|
+$46.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$37M |
| 5 |
MG
Meritage Group
San Francisco,
California
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$142M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$135M |
| 3 |
Select Equity Group
New York
|
-$58.2M |
| 4 |
FAS
Formuepleje A/S
Aarhus C,
Denmark
|
-$56M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$47.7M |
MCO Hedge Fund Activity: Q3 2017 in Review
576 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2017, worth a combined $23.6B — up 13% from $20.9B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new MCO positions and 29 closed out — a net gain of 36 holders — while 173 added to existing stakes and 215 trimmed.
The largest buyer was Rothschild & Co Wealth Management (UK), opening a new position worth an estimated $67.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $142M.
- 576 institutional investors held Moody's (MCO) as of Q3 2017, up from 547 in Q2 2017.
- Funds reported $23.6B of Moody's stock for Q3 2017, up 13% quarter-over-quarter.
- 65 funds opened new Moody's positions in Q3 2017 and 29 closed out, a net change of +36 holders.
- The largest Moody's buyer in Q3 2017 was Rothschild & Co Wealth Management (UK), an estimated $67.4M added.
- The largest Moody's seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $142M sold.
Based on aggregated 13F filings for Q3 2017.