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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
SPIA
476
Steward Partners Investment Advisory
New York
$681K
VI
477
Vestcor Inc
New Brunswick, Canada
$669K +$626K +2,816 New
Capstone Investment Advisors
478
Capstone Investment Advisors
New York
$666K +$623K +2,805 New
AP
479
Atwood & Palmer
Missouri
$665K
TSS
480
Two Sigma Securities
New York
$656K +$614K +2,765 New
TU
481
TDAM USA
Ontario, Canada
$654K
EI
482
Ethic Inc
New York
$644K +$603K +2,714 New
AIP
483
Ameritas Investment Partners
Nebraska
$643K -$20.4K -92 -3%
PCM
484
Penserra Capital Management
California
$640K +$519K +2,336 +1,947%
SG Americas Securities
485
SG Americas Securities
New York
$632K -$2.21M -9,951 -79%
AL
486
AJO LP
Pennsylvania
$627K +$588K +2,645 New
QT
487
Quantamental Technologies
New York
$625K +$483K +2,175 +474%
PRC
488
Pearl River Capital
Michigan
$625K +$502K +2,260 +604%
RJT
489
Raymond James Trust
Florida
$622K +$54.4K +245 +10%
BIM
490
Bridges Investment Management
Nebraska
$618K -$922K -4,149 -61%
MYAM
491
Meiji Yasuda Asset Management
Japan
$618K
RB
492
Rodgers Brothers
Pennsylvania
$617K
EWM
493
Evercore Wealth Management
New York
$609K -$23.1K -104 -4%
RC
494
Roundview Capital
New Jersey
$609K +$73.3K +330 +15%
BCWM
495
Bartlett & Co Wealth Management
Ohio
$605K
AAM
496
Advisors Asset Management
Colorado
$603K -$20.4K -92 -3%
PGIM
497
Pacific Global Investment Management
California
$594K
ECM
498
EagleClaw Capital Management
Massachusetts
$594K +$556K +2,500 New
MIH
499
Meitav Investment House
Israel
$590K -$1.05M -4,717 -66%
LWCFA
500
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$588K +$7.78K +35 +1%

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.