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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
Brown Advisory
301
Brown Advisory
Maryland
$3.88M +$384K +1,727 +12%
PIA
302
Piedmont Investment Advisors
North Carolina
$3.64M +$137K +617 +4%
RIM
303
Redpoint Investment Management
Australia
$3.63M
WF
304
Welch & Forbes
Massachusetts
$3.62M +$306K +1,375 +10%
Mirae Asset Global Investments
305
Mirae Asset Global Investments
South Korea
$3.6M +$374K +1,682 +12%
BBVA
306
Banco Bilbao Vizcaya Argentaria
Spain
$3.59M +$3.36M +15,122 New
KeyBank National Association
307
KeyBank National Association
Ohio
$3.56M +$34.9K +157 +1%
OIS
308
Okabena Investment Services
Minnesota
$3.53M +$3.3M +14,872 New
RG
309
Rathbones Group
United Kingdom
$3.52M
DILIC
310
Dai-ichi Life Insurance Company
Japan
$3.51M
TCM
311
Tuttle Capital Management
Connecticut
$3.46M -$1.28M -5,744 -28%
AssetMark Inc
312
AssetMark Inc
California
$3.46M -$15.7M -70,800 -83%
TCM
313
Tran Capital Management
California
$3.44M +$3M +13,505 +1,351%
IAM
314
Integre Asset Management
New York
$3.42M -$317K -1,427 -9%
TAF
315
Tredje AP-fonden
Sweden
$3.42M -$95.3K -429 -3%
Stifel Financial
316
Stifel Financial
Missouri
$3.35M -$714K -3,211 -18%
PM
317
Penbrook Management
New York
$3.31M
WBC
318
Westpac Banking Corp
Australia
$3.2M
QT
319
Quantbot Technologies
New York
$3.14M -$2.96M -13,307 -50%
CCM
320
Carderock Capital Management
Maryland
$3.13M +$178K +800 +6%
CGH
321
Crossmark Global Holdings
Texas
$3.03M +$435K +1,958 +18%
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$3.02M
CIC
323
Crawford Investment Counsel
Georgia
$2.98M
SC
324
Sepio Capital
Utah
$2.96M +$1.29M +5,814 +88%
GT
325
Glenmede Trust
Pennsylvania
$2.91M +$59.8K +269 +2%

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.