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808 hedge funds and large institutions have $40.9B invested in Moody's in 2019 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 273 increasing their positions, 266 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 51

16% more capital invested

Capital invested by funds: $35.4B → $40.9B (+$5.57B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

5% more funds holding

Funds holding: 766808 (+42)

3% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 266

0.06% more ownership

Funds ownership: 91.31%91.37% (+0.06%)

50% less call options, than puts

Call options by funds: $27.4M | Put options by funds: $54.6M

Holders
808
Holders Change
+42
Holders Change %
+5.48%
% of All Funds
15.92%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.83%
New
106
Increased
273
Reduced
266
Closed
51
Calls
$27.4M
Puts
$54.6M
Net Calls
-$27.2M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
226
Dupont Capital Management
Delaware
$8.75M +$594K +2,671 +8%
Fidelity International
227
Fidelity International
Bermuda
$8.41M +$7.86M +35,367 +76,885%
CCA
228
Catalyst Capital Advisors
New York
$8.38M -$600K -2,700 -7%
CSS
229
Cubist Systematic Strategies
Connecticut
$8.21M -$9.69M -43,608 -56%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$8.09M -$729K -3,281 -9%
TBA
231
Tower Bridge Advisors
Pennsylvania
$8.09M +$222K +1,000 +3%
AIA
232
AGF Investments America
Ontario, Canada
$8.06M +$66.7K +300 +0.9%
Macquarie Group
233
Macquarie Group
Australia
$7.84M -$316K -1,422 -4%
Lazard Asset Management
234
Lazard Asset Management
New York
$7.83M +$3.05M +13,729 +71%
MLICM
235
Metropolitan Life Insurance Company (MetLife)
New York
$7.63M -$101K -455 -1%
SCM
236
Sirios Capital Management
Massachusetts
$7.5M -$3.29M -14,795 -32%
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$7.5M -$34.4K -155 -0.5%
URS
238
Utah Retirement Systems
Utah
$7.43M +$22.2K +100 +0.3%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$7.3M +$888K +3,996 +15%
GIA
240
GHP Investment Advisors
Colorado
$7.28M +$172K +776 +3%
ASRS
241
Arizona State Retirement System
Arizona
$7.24M +$23.6K +106 +0.3%
HTI
242
Hikari Tsushin Inc
Japan
$7.12M
BCM
243
Barometer Capital Management
Ontario, Canada
$7.1M +$6.64M +29,895 New
CA
244
Commerzbank Aktiengesellschaft
Germany
$6.9M +$1.85M +8,326 +40%
SAM
245
Shell Asset Management
Netherlands
$6.89M -$807K -3,630 -11%
TPSF
246
Texas Permanent School Fund
Texas
$6.82M -$351K -1,578 -5%
AB
247
Amalgamated Bank
New York
$6.71M +$204K +918 +3%
Public Sector Pension Investment Board (PSP Investments)
248
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.67M -$776K -3,490 -11%
SLAM
249
Swiss Life Asset Management
$6.59M +$2.06M +9,262 +50%
CU
250
CQS (US)
New York
$6.42M +$6.01M +27,028 New

MCO Hedge Fund Activity: Q4 2019 in Review

808 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2019, worth a combined $40.9B — up 16% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCO positions and 51 closed out — a net gain of 55 holders — while 273 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $121M. The largest seller was Massachusetts Financial Services, cutting an estimated $142M.

  • 808 institutional investors held Moody's (MCO) as of Q4 2019, up from 766 in Q3 2019.
  • Funds reported $40.9B of Moody's stock for Q4 2019, up 16% quarter-over-quarter.
  • 106 funds opened new Moody's positions in Q4 2019 and 51 closed out, a net change of +55 holders.
  • The largest Moody's buyer in Q4 2019 was BlackRock, an estimated $121M added.
  • The largest Moody's seller in Q4 2019 was Massachusetts Financial Services, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2019.