Moody's
694 hedge funds and large institutions have $32.5B invested in Moody's in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 227 increasing their positions, 233 reducing their positions, and 49 closing their positions.
88% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 49
30% more capital invested
Capital invested by funds: $25B → $32.5B (+$7.51B)
25% more funds holding in top 10
Funds holding in top 10: 28 → 35 (+7)
5% more funds holding
Funds holding: 658 → 694 (+36)
1.7% more ownership
Funds ownership: 93.48% → 95.18% (+1.7%)
3% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 233
46% less call options, than puts
Call options by funds: $54.2M | Put options by funds: $99.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$102M |
| 2 |
MNG
Manning & Napier Group
Fairport,
New York
|
+$96.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$83.2M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$66M |
| 5 |
BlackRock
New York
|
+$43.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$149M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$78.8M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$43.4M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$39.7M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$39.4M |
MCO Hedge Fund Activity: Q1 2019 in Review
694 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2019, worth a combined $32.5B — up 30% from $25B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new MCO positions and 49 closed out — a net gain of 43 holders — while 227 added to existing stakes and 233 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was APG Asset Management, cutting an estimated $149M.
- 694 institutional investors held Moody's (MCO) as of Q1 2019, up from 658 in Q4 2018.
- Funds reported $32.5B of Moody's stock for Q1 2019, up 30% quarter-over-quarter.
- 92 funds opened new Moody's positions in Q1 2019 and 49 closed out, a net change of +43 holders.
- The largest Moody's buyer in Q1 2019 was Fidelity Investments, an estimated $102M added.
- The largest Moody's seller in Q1 2019 was APG Asset Management, an estimated $149M sold.
Based on aggregated 13F filings for Q1 2019.