We are live on ! Find out more

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
RBA
351
Richard Bernstein Advisors
New York
$2.98M
AB
352
Amalgamated Bank
New York
$2.98M -$4.19M -16,476 -60%
BC
353
Breakline Capital
New York
$2.97M +$2.74M +10,804 New
AC
354
Addenda Capital
Quebec, Canada
$2.96M -$161K -632 -6%
SMDAM
355
Sumitomo Mitsui DS Asset Management
Japan
$2.94M -$82.6K -325 -3%
TAMH
356
Taikang Asset Management (HK)
Hong Kong
$2.93M +$30.2K +119 +1%
PFPT
357
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.92M -$1.78K -7 -0.1%
WCA
358
Whetstone Capital Advisors
Kansas
$2.83M -$46.5K -183 -2%
RFC
359
Regions Financial Corp
Alabama
$2.79M -$530K -2,086 -17%
CSS
360
Cubist Systematic Strategies
Connecticut
$2.77M -$5.07M -19,959 -66%
TCM
361
Teza Capital Management
Illinois
$2.72M +$2.52M +9,914 New
DA
362
Duality Advisers
Florida
$2.7M +$2.49M +9,815 New
GP
363
Greenline Partners
New York
$2.69M -$301K -1,183 -11%
GC
364
Guggenheim Capital
Illinois
$2.67M -$589K -2,318 -19%
RJFSA
365
Raymond James Financial Services Advisors
Florida
$2.63M -$132K -519 -5%
Susquehanna International Group
366
Susquehanna International Group
Pennsylvania
$2.63M -$7.56M -29,771 -76%
WT
367
Whittier Trust
California
$2.6M -$254 -1 -0%
PAG
368
Private Advisor Group
New Jersey
$2.58M +$567K +2,231 +31%
SIM
369
Sentry Investment Management
Wisconsin
$2.56M -$122K -479 -5%
JMPWA
370
JP Morgan Private Wealth Advisors
California
$2.54M +$848K +3,339 +57%
CIP
371
Capital Insight Partners
Arizona
$2.52M -$75.7K -298 -3%
Creative Planning
372
Creative Planning
Kansas
$2.5M -$120K -473 -5%
Mirae Asset Global Investments
373
Mirae Asset Global Investments
South Korea
$2.48M -$4.18M -16,473 -65%
QSS
374
Quantitative Systematic Strategies
Florida
$2.48M +$2.29M +9,032 New
GF
375
Gabelli Funds
New York
$2.47M

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.