We are live on ! Find out more

871 hedge funds and large institutions have $46.9B invested in Moody's in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 282 increasing their positions, 310 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 54

29% more capital invested

Capital invested by funds: $36.2B → $46.9B (+$10.6B)

8% more funds holding

Funds holding: 810871 (+61)

3% more funds holding in top 10

Funds holding in top 10: 3839 (+1)

0.45% less ownership

Funds ownership: 91.45%91% (-0.45%)

9% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 310

41% less call options, than puts

Call options by funds: $75.6M | Put options by funds: $128M

Holders
871
Holders Change
+61
Holders Change %
+7.53%
% of All Funds
17.86%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.8%
New
120
Increased
282
Reduced
310
Closed
54
Calls
$75.6M
Puts
$128M
Net Calls
-$51.9M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
226
Migdal Insurance & Financial Holdings
Israel
$10.3M
SBH
227
Segall Bryant & Hamill
Illinois
$10.3M -$678K -2,668 -7%
SI
228
Scout Investments
Missouri
$10.2M -$6.98M -27,478 -42%
D.E. Shaw & Co
229
D.E. Shaw & Co
New York
$10.2M -$14.3M -56,306 -60%
TBA
230
Tower Bridge Advisors
Pennsylvania
$10.2M +$126K +494 +1%
CIS
231
Capital International Sarl
California
$9.88M +$932K +3,670 +11%
MWNA
232
Marshall Wace North America
New York
$9.77M +$5.19M +20,438 +135%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
233
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.76M +$8.98M +35,360 +20,800%
OPERF
234
Oregon Public Employees Retirement Fund
Oregon
$9.66M -$4.01M -15,800 -31%
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$9.65M +$1.03M +4,064 +13%
GIA
236
GHP Investment Advisors
Colorado
$9.57M +$777K +3,058 +10%
Rafferty Asset Management
237
Rafferty Asset Management
New York
$9.46M +$7.28M +28,640 +494%
BCM
238
Barometer Capital Management
Ontario, Canada
$9.26M +$6.2M +24,400 +262%
MSE
239
MUFG Securities EMEA
United Kingdom
$8.88M -$16.4M -64,670 -67%
MLICM
240
Metropolitan Life Insurance Company (MetLife)
New York
$8.83M +$139K +546 +2%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$8.78M -$117K -461 -1%
MC
242
Minot Capital
Colorado
$8.76M +$8.1M +31,891 New
PFM
243
Premier Fund Managers
United Kingdom
$8.76M +$8.1M +31,880 New
CU
244
CQS (US)
New York
$8.64M -$664K -2,615 -8%
DekaBank Deutsche Girozentrale
245
DekaBank Deutsche Girozentrale
Germany
$8.63M +$894K +3,518 +12%
DCM
246
Dupont Capital Management
Delaware
$8.63M -$45.2K -178 -0.6%
SOADOR
247
State of Alaska Department of Revenue
Alaska
$8.56M +$819K +3,223 +12%
URS
248
Utah Retirement Systems
Utah
$8.51M -$76.2K -300 -1%
TA
249
TRB Advisors
New York
$8.24M +$1.27M +5,000 +20%
HTI
250
Hikari Tsushin Inc
Japan
$8.24M

MCO Hedge Fund Activity: Q2 2020 in Review

871 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2020, worth a combined $46.9B — up 29% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new MCO positions and 54 closed out — a net gain of 66 holders — while 282 added to existing stakes and 310 trimmed.

The largest buyer was Vanguard Group, adding an estimated $286M. The largest seller was WINDACRE PARTNERSHIP LLC, cutting an estimated $366M.

  • 871 institutional investors held Moody's (MCO) as of Q2 2020, up from 810 in Q1 2020.
  • Funds reported $46.9B of Moody's stock for Q2 2020, up 29% quarter-over-quarter.
  • 120 funds opened new Moody's positions in Q2 2020 and 54 closed out, a net change of +66 holders.
  • The largest Moody's buyer in Q2 2020 was Vanguard Group, an estimated $286M added.
  • The largest Moody's seller in Q2 2020 was WINDACRE PARTNERSHIP LLC, an estimated $366M sold.

Based on aggregated 13F filings for Q2 2020.