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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
VWA
376
V Wealth Advisors
Kansas
$1.54M
ECM
377
ExodusPoint Capital Management
New York
$1.5M -$15.1M -68,004 -91%
NMIMC
378
Northwestern Mutual Investment Management Company
Wisconsin
$1.5M +$24.7K +111 +2%
WIA
379
Westbourne Investment Advisors
Maryland
$1.43M -$97.8K -440 -7%
HFS
380
Haverford Financial Services
Pennsylvania
$1.42M
AAM
381
Azzad Asset Management
Virginia
$1.4M +$51.1K +230 +4%
Janney Montgomery Scott
382
Janney Montgomery Scott
Pennsylvania
$1.39M +$1.56K +7 +0.1%
ACA
383
Atlas Capital Advisors
Wyoming
$1.38M -$33.8K -152 -3%
ET
384
Equitable Trust
Tennessee
$1.36M -$6.67K -30 -0.5%
GCA
385
Gideon Capital Advisors
New York
$1.36M -$2.46M -11,092 -66%
HighTower Advisors
386
HighTower Advisors
Illinois
$1.35M -$20.7K -93 -2%
SC
387
Saturna Capital
Washington
$1.35M
SGM
388
Skye Global Management
Florida
$1.33M +$1.24M +5,600 New
RA
389
Rational Advisors
New York
$1.32M +$636K +2,860 +105%
NO
390
Ninety One
South Africa
$1.32M
SS
391
Sunbelt Securities
Texas
$1.32M
AWM
392
Affinity Wealth Management
Delaware
$1.3M +$44K +198 +4%
PAM
393
Paradigm Asset Management
New York
$1.28M +$44.4K +200 +4%
V
394
Veritable
Delaware
$1.28M +$17.6K +79 +1%
BWA
395
Brave Warrior Advisors
New York
$1.27M -$340K -1,528 -22%
AP
396
Advisor Partners
California
$1.27M -$5.56K -25 -0.5%
JMPWA
397
JP Morgan Private Wealth Advisors
California
$1.26M -$150K -675 -11%
Commonwealth Equity Services
398
Commonwealth Equity Services
Massachusetts
$1.24M -$58.9K -265 -5%
Wealthfront Advisers
399
Wealthfront Advisers
California
$1.22M +$342K +1,540 +43%
FCM
400
Fairbanks Capital Management
California
$1.21M +$330K +1,483 +46%

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.