Moody's
685 hedge funds and large institutions have $28.6B invested in Moody's in 2018 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 238 increasing their positions, 237 reducing their positions, and 47 closing their positions.
36% more call options, than puts
Call options by funds: $333M | Put options by funds: $245M
23% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 47
1% more funds holding
Funds holding: 681 → 685 (+4)
0% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 237
0.32% less ownership
Funds ownership: 89.57% → 89.25% (-0.32%)
2% less capital invested
Capital invested by funds: $29.3B → $28.6B (-$675M)
7% less funds holding in top 10
Funds holding in top 10: 28 → 26 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$85.1M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
+$75.2M |
| 3 |
Millennium Management
New York
|
+$73M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$72.2M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$65.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$318M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$165M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$96.1M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$94.9M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$54.3M |
MCO Hedge Fund Activity: Q3 2018 in Review
685 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q3 2018, worth a combined $28.6B — down 2.3% from $29.3B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new MCO positions and 47 closed out — a net gain of 11 holders — while 238 added to existing stakes and 237 trimmed.
The largest buyer was NN Investment Partners Holdings, adding an estimated $85.1M. The largest seller was Principal Financial Group, cutting an estimated $318M.
- 685 institutional investors held Moody's (MCO) as of Q3 2018, up from 681 in Q2 2018.
- Funds reported $28.6B of Moody's stock for Q3 2018, down 2.3% quarter-over-quarter.
- 58 funds opened new Moody's positions in Q3 2018 and 47 closed out, a net change of +11 holders.
- The largest Moody's buyer in Q3 2018 was NN Investment Partners Holdings, an estimated $85.1M added.
- The largest Moody's seller in Q3 2018 was Principal Financial Group, an estimated $318M sold.
Based on aggregated 13F filings for Q3 2018.