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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
WF
301
Welch & Forbes
Massachusetts
$5.03M -$2.03K -8 -0%
SCM
302
Sirios Capital Management
Massachusetts
$5.03M +$212K +835 +5%
Qube Research & Technologies (QRT)
303
Qube Research & Technologies (QRT)
United Kingdom
$4.95M +$4.58M +18,015 New
HIMCH
304
Hartford Investment Management Co (HIMCO)
Connecticut
$4.92M -$1.81M -7,113 -28%
Mariner
305
Mariner
Kansas
$4.91M -$104K -410 -2%
SCM
306
Stanley Capital Management
Texas
$4.91M -$1.73M -6,800 -28%
1C
307
1623 Capital
Virginia
$4.89M
LG
308
Leuthold Group
Minnesota
$4.88M -$112K -442 -2%
CBT
309
Central Bank & Trust
Kentucky
$4.8M +$26.7K +105 +0.6%
CS
310
Candriam SCA
Luxembourg
$4.67M +$136K +535 +3%
BAM
311
Bell Asset Management
Australia
$4.61M -$3.3K -13 -0.1%
Public Sector Pension Investment Board (PSP Investments)
312
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.56M +$101K +399 +2%
WBC
313
Westpac Banking Corp
Australia
$4.46M +$289K +1,137 +8%
US Bancorp
314
US Bancorp
Minnesota
$4.44M -$310K -1,222 -7%
Nomura Holdings
315
Nomura Holdings
Japan
$4.42M +$4.08M +16,067 New
B
316
BP
United Kingdom
$4.39M +$1.52M +6,000 +60%
TRSOTSOK
317
Teachers Retirement System of the State of Kentucky
Kentucky
$4.29M -$470K -1,850 -11%
WCA
318
Waratah Capital Advisors
Ontario, Canada
$4.28M +$3.96M +15,588 New
Stifel Financial
319
Stifel Financial
Missouri
$4.26M -$169K -666 -4%
SLAM
320
Swiss Life Asset Management
$4.24M -$2.84M -11,187 -42%
MGWM
321
Marks Group Wealth Management
Minnesota
$4.2M -$534K -2,103 -12%
SAM
322
Securian Asset Management
Minnesota
$4.2M -$275K -1,084 -7%
QT
323
Quantbot Technologies
New York
$4.18M +$3.66M +14,408 +1,801%
ECM
324
ExodusPoint Capital Management
New York
$4.13M +$3.42M +13,450 +841%
KeyBank National Association
325
KeyBank National Association
Ohio
$4.04M -$202K -796 -5%

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.