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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
RCM
401
Rockshelter Capital Management
Pennsylvania
$2.16M -$2.94M -11,592 -60%
OAM
402
Oppenheimer Asset Management
New York
$2.15M +$988K +3,889 +98%
SCM
403
Seascape Capital Management
New Hampshire
$2.15M +$1.99M +7,824 New
VWA
404
V Wealth Advisors
Kansas
$2.06M -$34K -134 -2%
Thrivent Financial for Lutherans
405
Thrivent Financial for Lutherans
Minnesota
$2.05M +$15.2K +60 +0.8%
Wealthfront Advisers
406
Wealthfront Advisers
California
$2.03M -$127K -499 -6%
LC
407
Lincoln Capital
Nebraska
$2.03M +$493K +1,940 +36%
MME
408
Meag Munich Ergo
Germany
$2.02M -$158K -621 -8%
HCM
409
Howland Capital Management
Massachusetts
$1.92M
TCOT
410
Trust Company of Toledo
Ohio
$1.92M
LFAS
411
Level Four Advisory Services
Texas
$1.91M -$57.4K -226 -3%
LSERS
412
Louisiana State Employees Retirement System
Louisiana
$1.9M
OTPPB
413
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.9M +$44K +173 +3%
SG Americas Securities
414
SG Americas Securities
New York
$1.88M +$37.6K +148 +2%
HNB
415
Huntington National Bank
Ohio
$1.87M -$46.7K -184 -3%
Daiwa Securities Group
416
Daiwa Securities Group
Japan
$1.83M
EOJOAM
417
E. Ohman J:or Asset Management
Sweden
$1.79M +$152K +600 +10%
B
418
Barings
North Carolina
$1.78M
NO
419
Ninety One
South Africa
$1.77M
FCM
420
Fairbanks Capital Management
California
$1.77M +$44K +173 +3%
Commonwealth Equity Services
421
Commonwealth Equity Services
Massachusetts
$1.75M +$35.3K +139 +2%
PAM
422
Panagora Asset Management
Massachusetts
$1.73M -$5.84K -23 -0.4%
AP
423
Advisor Partners
California
$1.67M +$83.3K +328 +6%
MML Investors Services
424
MML Investors Services
Massachusetts
$1.61M +$245K +965 +20%
SC
425
Scotia Capital
Ontario, Canada
$1.6M +$278K +1,095 +23%

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.