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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
Bessemer Group
276
Bessemer Group
New Jersey
$4.95M +$138K +620 +3%
NONA
277
Ninety One North America
New York
$4.86M +$265K +1,192 +6%
DnB Asset Management
278
DnB Asset Management
Norway
$4.82M +$376K +1,690 +9%
AAF
279
Andra AP-fonden
Sweden
$4.77M
CWM
280
Cordatus Wealth Management
Pennsylvania
$4.75M -$178K -801 -4%
PFS
281
Prospera Financial Services
Texas
$4.75M +$4.45M +20,029 New
AC
282
Allstate Corporation
Illinois
$4.75M +$5.56K +25 +0.1%
OCM
283
Olstein Capital Management
New York
$4.75M -$2.49M -11,200 -36%
GC
284
Guggenheim Capital
Illinois
$4.63M +$294K +1,321 +7%
LTFS
285
Ladenburg Thalmann Financial Services
Florida
$4.62M -$131K -590 -3%
LG
286
Leuthold Group
Minnesota
$4.6M -$168K -757 -4%
CWM
287
CIBC World Markets
New York
$4.56M +$149K +672 +4%
EP
288
Edgestream Partners
New Jersey
$4.48M +$4.19M +18,876 New
TFM
289
TPI Fund Managers
United Kingdom
$4.44M -$111K -500 -3%
Pacer Advisors
290
Pacer Advisors
Pennsylvania
$4.44M +$298K +1,340 +8%
US Bancorp
291
US Bancorp
Minnesota
$4.3M +$70K +315 +2%
Mariner
292
Mariner
Kansas
$4.27M -$24.2K -109 -0.6%
TRSOTSOK
293
Teachers Retirement System of the State of Kentucky
Kentucky
$4.16M
II
294
IFM Investors
Australia
$4.14M -$178K -803 -4%
1C
295
1623 Capital
Virginia
$4.1M +$3.84M +17,284 New
CIBC World Market
296
CIBC World Market
Ontario, Canada
$4.08M +$18.2K +82 +0.5%
MGWM
297
Marks Group Wealth Management
Minnesota
$4.07M +$3.81M +17,157 New
B
298
BP
United Kingdom
$4.03M
SAM
299
Securian Asset Management
Minnesota
$3.93M -$60.9K -274 -2%
CS
300
Candriam SCA
Luxembourg
$3.9M +$200K +902 +6%

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.