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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
Connor, Clark & Lunn Investment Management (CC&L)
401
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.21M -$2.64M -11,875 -70%
ACM
402
Ativo Capital Management
Illinois
$1.21M -$267K -1,200 -19%
GT
403
Glenview Trust
Kentucky
$1.19M
WSFS
404
Wilmington Savings Fund Society
Delaware
$1.19M
CCG
405
Cypress Capital Group
Florida
$1.17M -$22.2K -100 -2%
CC
406
Cipher Capital
New York
$1.14M -$3.7M -16,660 -78%
ISL
407
Ingalls & Snyder LLC
New York
$1.14M
Squarepoint
408
Squarepoint
New York
$1.13M -$26.2M -118,014 -96%
RAM
409
Redmond Asset Management
Virginia
$1.12M -$6.44K -29 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
410
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.12M -$200K -900 -16%
Two Sigma Investments
411
Two Sigma Investments
New York
$1.12M +$1.05M +4,718 New
CI
412
Cigna Investments
Connecticut
$1.12M -$120K -541 -11%
Two Sigma Advisers
413
Two Sigma Advisers
New York
$1.12M +$641K +2,883 +159%
FCM
414
Fortis Capital Management
Washington
$1.11M +$1.04M +4,671 New
AMI
415
Amica Mutual Insurance
Rhode Island
$1.11M
CB
416
Commerce Bank
Missouri
$1.1M +$197K +885 +24%
SC
417
Slow Capital
California
$1.1M +$1.03M +4,642 New
BFC
418
Blue Fin Capital
Rhode Island
$1.09M +$21.8K +98 +2%
CANY
419
Caxton Associates (New York)
New York
$1.09M +$1.02M +4,578 New
BPCA
420
Bank Pictet & Cie (Asia)
Singapore
$1.08M
MPPLM
421
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M -$976K -4,394 -54%
GLR
422
Great Lakes Retirement
Ohio
$1.07M +$994K +4,475 New
SC
423
Scotia Capital
Ontario, Canada
$1.06M +$37.6K +169 +4%
ECM
424
Everence Capital Management
Indiana
$1.05M +$499K +2,245 +103%
AWM
425
AE Wealth Management
Kansas
$1.04M +$753K +3,388 +336%

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.