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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$294M -$24.3M -109,354 -8%
MA
27
Marshfield Associates
District of Columbia
$266M +$19M +85,443 +8%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$251M +$29.4M +132,328 +14%
AP
29
Altarock Partners
Florida
$249M
Legal & General Group
30
Legal & General Group
United Kingdom
$247M +$6.17M +27,757 +3%
Goldman Sachs
31
Goldman Sachs
New York
$246M +$10.7M +47,933 +5%
PPA
32
Parametric Portfolio Associates
Washington
$225M -$728K -3,276 -0.3%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$214M -$25.7M -115,841 -11%
NIPH
34
NN Investment Partners Holdings
Netherlands
$211M +$9.48M +42,682 +5%
TFP
35
Triple Frond Partners
California
$208M
Citigroup
36
Citigroup
New York
$193M +$12.7M +57,006 +8%
Invesco
37
Invesco
Georgia
$189M +$3.63M +16,315 +2%
DDC
38
DF Dent & Co
Maryland
$188M -$5.99M -26,952 -3%
APG Asset Management
39
APG Asset Management
Netherlands
$183M -$37.2M -167,388 -16%
N
40
Nuveen
North Carolina
$180M -$2.41M -10,862 -1%
MG
41
Meritage Group
California
$173M -$662K -2,977 -0.4%
Charles Schwab
42
Charles Schwab
California
$169M +$2.13M +9,579 +1%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$155M +$1.75M +7,857 +1%
UBS AM
44
UBS AM
Illinois
$153M +$3.19M +14,367 +2%
CCM
45
Cantillon Capital Management
New York
$142M -$2.62M -11,772 -2%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$142M +$2.72M +12,245 +2%
AIM
47
Allen Investment Management
New York
$139M -$8.85M -39,816 -6%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$135M +$1.14M +5,142 +0.9%
AII
49
AGF Investments Inc
Ontario, Canada
$130M -$10.4M -46,742 -8%
BCF
50
BLS Capital Fondsmaeglerselskab
Denmark
$123M +$3.17M +14,250 +3%

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.