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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
NGA
451
Naples Global Advisors
Florida
$811K
WAM
452
Wealthspire Advisors (Maryland)
Maryland
$807K +$4.44K +20 +0.6%
LOAMS
453
Lombard Odier Asset Management (Switzerland)
Switzerland
$797K +$746K +3,357 New
HPC
454
HM Payson & Co
Maine
$790K
SS
455
Simplicity Solutions
Minnesota
$789K +$739K +3,324 New
ZCA
456
Zeke Capital Advisors
Pennsylvania
$787K -$2K -9 -0.3%
VI
457
Versor Investments
New York
$783K +$733K +3,300 New
RHJA
458
Rice Hall James & Associates
California
$781K
FA
459
FDx Advisors
Illinois
$775K +$44K +198 +6%
CP
460
Cumberland Partners
Ontario, Canada
$772K
AA
461
ALPS Advisors
Colorado
$767K -$2.44K -11 -0.3%
PA
462
Profund Advisors
Maryland
$766K -$66K -297 -8%
Assenagon Asset Management
463
Assenagon Asset Management
Luxembourg
$762K -$31.5M -141,777 -98%
EWA
464
Exencial Wealth Advisors
Oklahoma
$760K
OTPPB
465
Ontario Teachers' Pension Plan Board
Ontario, Canada
$756K -$1.08M -4,838 -60%
IIC
466
Ironwood Investment Counsel
Arizona
$749K +$1.11K +5 +0.2%
MSAM
467
Moloney Securities Asset Management
Missouri
$742K -$43.3K -195 -6%
MFAM
468
Motley Fool Asset Management
Virginia
$741K -$16.7K -75 -2%
ST
469
Smithfield Trust
Pennsylvania
$736K -$4.44K -20 -0.6%
AIA
470
Angeles Investment Advisors
California
$732K +$99.1K +446 +17%
AIM
471
Anchor Investment Management
South Carolina
$712K
OI
472
Oakbrook Investments
Illinois
$712K -$1.68M -7,550 -72%
SSWM
473
Smith Salley Wealth Management
North Carolina
$709K +$28K +126 +4%
BG
474
Bahl & Gaynor
Ohio
$707K +$3.56K +16 +0.5%
BCV
475
Banque Cantonale Vaudoise
Switzerland
$707K +$662K +2,980 New

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.