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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
CFM
251
Coronation Fund Managers
South Africa
$8.23M +$1.18M +4,664 +18%
SCM
252
Sandler Capital Management
New York
$8.21M +$7.6M +29,900 New
Marshall Wace
253
Marshall Wace
United Kingdom
$8.09M +$770K +3,030 +11%
TPSF
254
Texas Permanent School Fund
Texas
$7.81M -$269K -1,059 -4%
ProShare Advisors
255
ProShare Advisors
Maryland
$7.74M +$1.02M +3,999 +17%
NONA
256
Ninety One North America
New York
$7.55M +$638K +2,512 +10%
AIA
257
AGF Investments America
Ontario, Canada
$7.5M -$676K -2,662 -9%
DSAM
258
Dock Street Asset Management
Florida
$7.46M -$1.39M -5,485 -17%
BCIM
259
British Columbia Investment Management
British Columbia, Canada
$7.42M +$2.14M +8,438 +45%
ACM
260
Aquamarine Capital Management
New York
$7.42M +$508K +2,000 +8%
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$7.28M +$1.01M +3,978 +18%
PP
262
Paloma Partners
Connecticut
$7.27M +$5.71M +22,478 +565%
OA
263
Oxbow Advisors
Texas
$7.19M +$454K +1,788 +7%
PWM
264
Perigon Wealth Management
California
$7.16M +$154K +605 +2%
KWILP
265
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.07M -$110K -434 -2%
GLA
266
Great Lakes Advisors
Illinois
$7.05M +$4.95M +19,475 +315%
M&T Bank
267
M&T Bank
New York
$6.96M +$86.6K +341 +1%
TCM
268
Tran Capital Management
California
$6.92M -$1.52M -5,975 -19%
CCA
269
Catalyst Capital Advisors
New York
$6.9M -$610K -2,400 -9%
AP
270
Archon Partners
New Jersey
$6.87M +$2.29M +9,000 +56%
LP
271
LMR Partners
United Kingdom
$6.79M +$6.28M +24,704 New
Credit Agricole
272
Credit Agricole
France
$6.76M +$95.3K +375 +2%
AWM
273
AE Wealth Management
Kansas
$6.58M +$3.58M +14,097 +143%
Bessemer Group
274
Bessemer Group
New Jersey
$6.58M +$3.3M +12,975 +118%
MSA
275
Mason Street Advisors
Wisconsin
$6.33M -$36.8K -145 -0.6%

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.