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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
Cambridge Investment Research Advisors
476
Cambridge Investment Research Advisors
Iowa
$1.1M -$51.6K -203 -5%
CP
477
Cumberland Partners
Ontario, Canada
$1.1M +$191K +750 +23%
PCM
478
Prelude Capital Management
New York
$1.09M +$1.01M +3,970 New
KRSITF
479
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.09M -$243K -956 -19%
SSWM
480
Smith Salley Wealth Management
North Carolina
$1.07M +$123K +483 +14%
CIP
481
Convergence Investment Partners
Florida
$1.06M +$177K +696 +22%
IRF
482
IBM Retirement Fund
New York
$1.04M -$20.1K -79 -2%
LRIC
483
Long Road Investment Counsel
Michigan
$1.02M
ECM
484
Exchange Capital Management
Michigan
$1.01M -$6.35K -25 -0.7%
WTC
485
WhitTier Trust Company
Nevada
$1.01M
BAMCO Inc
486
BAMCO Inc
New York
$1M +$71.1K +280 +8%
BPCA
487
Bank Pictet & Cie (Asia)
Singapore
$1M
WAM
488
Wealthspire Advisors (Maryland)
Maryland
$977K +$9.65K +38 +1%
PM
489
Parametrica Management
Hong Kong
$966K -$817K -3,214 -48%
PL
490
Polianta Ltd
Jersey
$961K +$889K +3,500 New
Bank Julius Baer & Co
491
Bank Julius Baer & Co
Switzerland
$959K -$117K -462 -12%
MFAM
492
Motley Fool Asset Management
Virginia
$959K +$100K +394 +13%
HBT
493
Hills Bank & Trust
Iowa
$958K +$514K +2,024 +138%
AI
494
AdvisorShares Investments
Maryland
$942K -$39.6K -156 -4%
RC
495
Roundview Capital
New Jersey
$939K -$18.3K -72 -2%
NGA
496
Naples Global Advisors
Florida
$931K -$22.9K -90 -3%
BAM
497
Blueshift Asset Management
New Jersey
$929K +$859K +3,380 New
AMG
498
Asset Management Group
Connecticut
$924K
RWA
499
Ropes Wealth Advisors
Massachusetts
$920K
HPC
500
HM Payson & Co
Maine
$896K -$16.5K -65 -2%

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.