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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
Legal & General Group
26
Legal & General Group
United Kingdom
$287M -$3.59M -14,131 -1%
PPA
27
Parametric Portfolio Associates
Washington
$278M +$4.22M +16,620 +2%
Viking Global Investors
28
Viking Global Investors
Connecticut
$269M +$248M +977,348 New
DZ Bank
29
DZ Bank
Germany
$250M +$86.5M +340,398 +60%
MG
30
Meritage Group
California
$244M +$1.91M +7,515 +0.9%
NIPH
31
NN Investment Partners Holdings
Netherlands
$241M +$5.98M +23,522 +3%
N
32
Nuveen
North Carolina
$234M +$11.3M +44,570 +6%
Goldman Sachs
33
Goldman Sachs
New York
$224M -$18.3M -71,934 -8%
AP
34
Altarock Partners
Florida
$202M -$191M -750,230 -50%
Charles Schwab
35
Charles Schwab
California
$197M -$81.8K -322 -0%
APG Asset Management
36
APG Asset Management
Netherlands
$197M -$12.1M -47,700 -6%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$196M -$25.5M -100,188 -12%
WPL
38
WINDACRE PARTNERSHIP LLC
Texas
$195M -$366M -1,439,700 -67%
DDC
39
DF Dent & Co
Maryland
$193M -$19.7M -77,482 -10%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$189M -$39M -153,638 -18%
MA
41
Marshfield Associates
District of Columbia
$181M -$21.1M -82,948 -11%
TFP
42
Triple Frond Partners
California
$179M -$48.5M -191,000 -23%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$170M +$2.84M +11,173 +2%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$168M +$3.93M +15,486 +3%
CCM
45
Cantillon Capital Management
New York
$165M +$1.32M +5,191 +0.9%
VFCM
46
Valley Forge Capital Management
Florida
$156M +$30.4M +119,614 +27%
AIM
47
Allen Investment Management
New York
$154M -$5.67M -22,306 -4%
Bank of America
48
Bank of America
North Carolina
$151M -$9.35M -36,813 -6%
AC
49
AKO Capital
United Kingdom
$147M -$483K -1,901 -0.4%
Franklin Resources
50
Franklin Resources
California
$146M +$9.14M +35,989 +8%

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.