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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
KRS
376
Kentucky Retirement Systems
Kentucky
$2.47M -$537K -2,112 -19%
AMI
377
Amica Mutual Insurance
Rhode Island
$2.44M
NMIMC
378
Northwestern Mutual Investment Management Company
Wisconsin
$2.43M +$100K +395 +5%
RCAG
379
Rehmann Capital Advisory Group
Michigan
$2.43M -$49.3K -194 -2%
BPCE
380
Bank Pictet & Cie (Europe)
Germany
$2.41M -$8.64K -34 -0.4%
PI
381
Putnam Investments
Massachusetts
$2.39M -$914K -3,596 -29%
HI
382
Horizon Investments
North Carolina
$2.38M +$1.56M +6,143 +244%
BPGAM
383
BTG Pactual Global Asset Management
Bermuda
$2.34M +$2.16M +8,513 New
ARI
384
Applied Research Investments
Delaware
$2.33M +$2.16M +8,495 New
AF
385
Advisornet Financial
Minnesota
$2.32M +$2.1M +8,281 +5,019%
AC
386
Allstate Corporation
Illinois
$2.32M +$401K +1,578 +23%
FT
387
Fiduciary Trust
Massachusetts
$2.3M +$6.35K +25 +0.3%
FA
388
FDx Advisors
Illinois
$2.29M +$604K +2,378 +40%
HI
389
Human Investing
Oregon
$2.26M -$407K -1,603 -16%
SC
390
Slow Capital
California
$2.23M +$179K +705 +9%
FWCM
391
Ferguson Wellman Capital Management
Oregon
$2.23M -$17.8K -70 -0.9%
CPH
392
C Partners Holding
Switzerland
$2.23M -$602K -2,368 -23%
ACM
393
Ativo Capital Management
Illinois
$2.22M +$557K +2,191 +37%
BF
394
BOK Financial
Oklahoma
$2.21M +$26.2K +103 +1%
CCP
395
Corient Capital Partners
California
$2.21M +$507K +1,994 +33%
HAI
396
Hennessy Advisors Inc
California
$2.2M -$254K -1,000 -11%
HA
397
Harbor Advisors
Florida
$2.2M
AC
398
Athanor Capital
New York
$2.19M +$30.7K +121 +2%
SSA
399
Schonfeld Strategic Advisors
New York
$2.18M +$2.01M +7,928 New
GKFF
400
George Kaiser Family Foundation
Oklahoma
$2.17M +$6.61K +26 +0.3%

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.