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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
BAMF
326
BI Asset Management Fondsmaeglerselskab
Denmark
$3.95M +$2.01M +7,920 +123%
CA
327
Cornerstone Advisors
North Carolina
$3.85M
Brown Advisory
328
Brown Advisory
Maryland
$3.81M -$1.51M -5,942 -30%
Pacer Advisors
329
Pacer Advisors
Pennsylvania
$3.76M +$3.48M +13,687 New
CGH
330
Crossmark Global Holdings
Texas
$3.75M +$272K +1,070 +9%
BBVA
331
Banco Bilbao Vizcaya Argentaria
Spain
$3.72M +$346K +1,360 +11%
PM
332
Penbrook Management
New York
$3.71M
CCM
333
Carderock Capital Management
Maryland
$3.65M +$84.9K +334 +3%
RIM
334
Redpoint Investment Management
Australia
$3.63M -$204K -802 -6%
GT
335
Glenmede Trust
Pennsylvania
$3.5M +$115K +451 +4%
UIM
336
USS Investment Management
United Kingdom
$3.47M +$3.21M +12,637 New
BEC
337
Blue Edge Capital
Virginia
$3.47M +$451K +1,776 +16%
VRS
338
Virginia Retirement Systems
Virginia
$3.43M -$19.2M -75,600 -86%
II
339
IFM Investors
Australia
$3.41M -$1.12M -4,403 -26%
TAF
340
Tredje AP-fonden
Sweden
$3.41M
BCM
341
Brasada Capital Management
Texas
$3.39M +$3.13M +12,335 New
CIC
342
Crawford Investment Counsel
Georgia
$3.39M -$52.1K -205 -2%
SC
343
Sepio Capital
Utah
$3.38M -$358K -1,410 -10%
RG
344
Rathbones Group
United Kingdom
$3.32M -$698K -2,748 -19%
ET
345
Equitable Trust
Tennessee
$3.25M +$44.7K +176 +2%
DTL
346
Dynamic Technology Lab
Singapore
$3.24M +$2.41M +9,505 +413%
COPPSERS
347
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.07M -$180K -707 -6%
BS
348
Banco Santander
Spain
$3.03M -$12.5M -49,024 -82%
SCC
349
Steel Canyon Capital
Arizona
$3.03M -$2.42M -9,515 -46%
NMERB
350
New Mexico Educational Retirement Board
New Mexico
$2.99M +$178K +700 +7%

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.