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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
KA
426
Kintegral Advisory
New York
$1.03M
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$1.02M -$25.1K -113 -3%
AWM
428
Altium Wealth Management
New York
$1.01M -$13.3K -60 -1%
LIA
429
LS Investment Advisors
Michigan
$1.01M +$46.2K +208 +5%
AI
430
Atria Investments
North Carolina
$1.01M +$52.4K +236 +6%
ESB
431
Essex Savings Bank
Connecticut
$980K
MML Investors Services
432
MML Investors Services
Massachusetts
$980K +$13.6K +61 +2%
BI
433
Bredin Investment
Delaware
$976K
BTW
434
Boston Trust Walden
Massachusetts
$975K
Voloridge Investment Management
435
Voloridge Investment Management
Florida
$950K -$8.79M -39,567 -91%
RPC
436
Rossmore Private Capital
Connecticut
$950K
CCP
437
Corient Capital Partners
California
$925K +$33.1K +149 +4%
LPT
438
Legacy Private Trust
Wisconsin
$921K -$22.2K -100 -3%
KRSITF
439
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$913K +$1.56K +7 +0.2%
Baird Financial Group
440
Baird Financial Group
Wisconsin
$911K -$120K -541 -12%
Cambridge Investment Research Advisors
441
Cambridge Investment Research Advisors
Iowa
$908K +$59.1K +266 +7%
Impax Asset Management Group
442
Impax Asset Management Group
United Kingdom
$888K +$832K +3,742 New
LRIC
443
Long Road Investment Counsel
Michigan
$878K
WTC
444
WhitTier Trust Company
Nevada
$872K
EMG
445
ETF Managers Group
New Jersey
$869K -$801K -3,604 -50%
AMG
446
Asset Management Group
Connecticut
$856K +$801K +3,606 New
BCM
447
Bayesian Capital Management
New York
$855K
MA
448
MONECO Advisors
Connecticut
$824K
AI
449
AdvisorShares Investments
Maryland
$814K +$762K +3,430 New
RWA
450
Ropes Wealth Advisors
Massachusetts
$813K

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.