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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
PA
501
PFG Advisors
Arizona
$585K
CI
502
Conning Inc
Connecticut
$581K +$40K +180 +8%
VIA
503
Vident Investment Advisory
Georgia
$580K +$8.22K +37 +2%
IRF
504
IBM Retirement Fund
New York
$578K -$20K -90 -4%
PSUF
505
People's United Financial
Connecticut
$576K +$1.11K +5 +0.2%
QI
506
QS Investors
New York
$575K +$63.3K +285 +14%
ACM
507
AlphaCrest Capital Management
New York
$570K -$4.13M -18,577 -89%
BL
508
BFSG LLC
California
$568K -$15.1K -68 -3%
AIC
509
Argus Investors Counsel
New York
$568K +$48.2K +217 +10%
C
510
Cerebellum
California
$568K +$374K +1,685 +239%
HR
511
Howe & Rusling
New York
$562K -$7.33K -33 -1%
FAAS
512
First Allied Advisory Services
California
$557K -$28.2K -127 -5%
MERSOM
513
Municipal Employees' Retirement System of Michigan
Michigan
$551K
CI Investments Inc
514
CI Investments Inc
Ontario, Canada
$548K -$90.7K -408 -15%
RT
515
Rockland Trust
Massachusetts
$548K +$30.9K +139 +6%
KFA
516
Krane Funds Advisors
New York
$547K -$23.8K -107 -4%
RE
517
RBC Europe
United Kingdom
$547K +$33.3K +150 +7%
WP
518
WMS Partners
Maryland
$531K -$14.9K -67 -3%
NA
519
NewEdge Advisors
Louisiana
$523K +$490K +2,205 New
NNP
520
Nachman Norwood & Parrott
South Carolina
$522K
HI
521
Horizon Investments
North Carolina
$520K +$163K +732 +50%
Mercer Global Advisors
522
Mercer Global Advisors
Colorado
$511K -$28.9K -130 -6%
PNC
523
Park National Corp
Ohio
$509K
JAFL
524
Jay A. Fishman Ltd
Michigan
$508K +$8.67K +39 +2%
ST
525
Spinnaker Trust
Maine
$502K -$4.67K -21 -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.