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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
BF
351
BOK Financial
Oklahoma
$2.05M -$175K -786 -8%
B
352
Barings
North Carolina
$2.04M +$249K +1,120 +15%
EOJOAM
353
E. Ohman J:or Asset Management
Sweden
$2.04M +$956K +4,300 +100%
FWCM
354
Ferguson Wellman Capital Management
Oregon
$1.98M -$24.9K -112 -1%
KRS
355
Kentucky Retirement Systems
Kentucky
$1.98M +$3.33K +15 +0.2%
FT
356
Fiduciary Trust
Massachusetts
$1.98M +$23.3K +105 +1%
MME
357
Meag Munich Ergo
Germany
$1.94M -$1.9M -8,558 -51%
JG
358
Jefferies Group
New York
$1.91M +$1.62M +7,306 +985%
HA
359
Harbor Advisors
Florida
$1.9M
GKFF
360
George Kaiser Family Foundation
Oklahoma
$1.87M
USGIU
361
U.S. Global Investors (USGI)
Texas
$1.86M +$1.74M +7,835 New
BEC
362
Blue Edge Capital
Virginia
$1.83M -$670K -3,013 -28%
LSERS
363
Louisiana State Employees Retirement System
Louisiana
$1.83M -$22.2K -100 -1%
PAM
364
Panagora Asset Management
Massachusetts
$1.82M +$6.22K +28 +0.4%
BAMF
365
BI Asset Management Fondsmaeglerselskab
Denmark
$1.78M +$1.67M +7,517 New
BPCE
366
Bank Pictet & Cie (Europe)
Germany
$1.76M +$141K +635 +9%
AFA
367
Abacus FCF Advisors
Florida
$1.73M -$37.3K -168 -2%
HNB
368
Huntington National Bank
Ohio
$1.73M -$5.56K -25 -0.3%
BS
369
Banco Santander
Spain
$1.72M -$402K -1,811 -20%
HCM
370
Howland Capital Management
Massachusetts
$1.66M -$222 -1 -0%
BDS
371
Banco de Sabadell
Florida
$1.66M +$142K +639 +10%
TCOT
372
Trust Company of Toledo
Ohio
$1.66M -$55.1K -248 -3%
GLA
373
Great Lakes Advisors
Illinois
$1.59M -$392K -1,762 -21%
AC
374
Athanor Capital
New York
$1.57M +$88.9K +400 +6%
PAG
375
Private Advisor Group
New Jersey
$1.55M +$118K +531 +9%

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.