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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
Twin Tree Management
276
Twin Tree Management
Texas
$6.18M +$5.06M +19,919 +769%
GJIC
277
Gamble Jones Investment Counsel
California
$6.17M -$206K -812 -3%
AAF
278
Andra AP-fonden
Sweden
$6.13M -$1.04M -4,100 -16%
DILIC
279
Dai-ichi Life Insurance Company
Japan
$6.1M +$1.65M +6,510 +42%
ERSOT
280
Employees Retirement System of Texas
Texas
$6.04M
RPI
281
Railway Pension Investments
United Kingdom
$6.04M +$50.8K +200 +0.9%
FAF
282
Första AP-fonden
Sweden
$6.04M +$381K +1,500 +7%
OSIA
283
O'Shares Investment Advisers
Massachusetts
$6.04M +$5.59M +21,988 New
Boston Partners
284
Boston Partners
Massachusetts
$6.01M -$47.7M -187,704 -90%
MOACM
285
Mutual of America Capital Management
New York
$6M -$70.9K -279 -1%
Macquarie Group
286
Macquarie Group
Australia
$5.99M -$1.48M -5,843 -21%
VNIM
287
Vaughan Nelson Investment Management
Texas
$5.93M
SFI
288
Susquehanna Fundamental Investments
Pennsylvania
$5.76M +$5.33M +20,980 New
TFM
289
TPI Fund Managers
United Kingdom
$5.75M +$538K +2,118 +11%
SS
290
Simplicity Solutions
Minnesota
$5.72M +$3.21M +12,623 +154%
NAM
291
Nissay Asset Management
Japan
$5.71M -$191K -751 -3%
PI
292
PineBridge Investments
New York
$5.6M +$766K +3,015 +17%
Millennium Management
293
Millennium Management
New York
$5.5M +$5.09M +20,022 New
DCM
294
Donaldson Capital Management
Indiana
$5.47M -$1.06M -4,170 -17%
CIBC World Market
295
CIBC World Market
Ontario, Canada
$5.44M +$470K +1,850 +10%
SAM
296
Shell Asset Management
Netherlands
$5.43M -$1.63M -6,426 -25%
Osaic Holdings
297
Osaic Holdings
Arizona
$5.29M -$503K -1,979 -9%
OCM
298
Olstein Capital Management
New York
$5.22M -$1.27M -5,000 -21%
DnB Asset Management
299
DnB Asset Management
Norway
$5.2M +$322K +1,269 +7%
MCM
300
Marsico Capital Management
Colorado
$5.15M +$4.76M +18,756 New

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.