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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
LCM
426
Legato Capital Management
California
$1.58M +$1.46M +5,752 New
SC
427
Saturna Capital
Washington
$1.56M
WIA
428
Westbourne Investment Advisors
Maryland
$1.56M -$31.8K -125 -2%
AWA
429
Arete Wealth Advisors
Illinois
$1.56M +$1.44M +5,669 New
ACP
430
Ashfield Capital Partners
California
$1.55M +$987K +3,887 +220%
SCA
431
Snowden Capital Advisors
New York
$1.52M +$817K +3,217 +138%
CTC
432
Central Trust Company
Missouri
$1.5M +$694K +2,731 +100%
AI
433
Atria Investments
North Carolina
$1.48M +$1.37M +5,386 New
HighTower Advisors
434
HighTower Advisors
Illinois
$1.47M -$68.1K -268 -5%
CI
435
Cigna Investments
Connecticut
$1.45M +$137K +540 +11%
BFC
436
Blue Fin Capital
Rhode Island
$1.41M +$59.2K +233 +5%
BO
437
BRR OpCo
Ohio
$1.39M +$94.8K +373 +8%
CB
438
Commerce Bank
Missouri
$1.38M +$12.2K +48 +1%
GT
439
Glenview Trust
Kentucky
$1.37M
CCG
440
Cypress Capital Group
Florida
$1.36M -$3.3K -13 -0.3%
KA
441
Kintegral Advisory
New York
$1.35M
Baird Financial Group
442
Baird Financial Group
Wisconsin
$1.34M +$188K +740 +18%
V
443
Veritable
Delaware
$1.32M -$96.3K -379 -7%
ISL
444
Ingalls & Snyder LLC
New York
$1.31M
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$1.3M -$7.62K -30 -0.6%
WSFS
446
Wilmington Savings Fund Society
Delaware
$1.3M -$23.1K -91 -2%
QC
447
Quadrature Capital
United Kingdom
$1.29M +$1.19M +4,700 New
NB
448
Norinchukin Bank
Japan
$1.26M -$45.7K -180 -4%
RPC
449
Rossmore Private Capital
Connecticut
$1.26M
BP
450
Ballentine Partners
Massachusetts
$1.25M +$888K +3,495 +333%

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.