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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
ONB
526
Old National Bancorp
Indiana
$499K
CAL
527
Capital Analysts LLC
Pennsylvania
$499K +$16.7K +75 +4%
AG
528
Advisor Group
Arizona
$499K +$20.4K +92 +5%
RCC
529
Red Cedar Capital
Nebraska
$491K
ALAM
530
Asahi Life Asset Management
Japan
$491K +$182K +820 +66%
ECM
531
ETrade Capital Management
Virginia
$487K -$2K -9 -0.4%
Dodge & Cox
532
Dodge & Cox
California
$487K
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$487K +$58.7K +264 +15%
ZB
534
Zions Bancorporation
Utah
$479K -$22.4K -101 -5%
P
535
Pitcairn
Pennsylvania
$477K +$1.56K +7 +0.3%
JIC
536
Johnson Investment Counsel
Ohio
$476K +$446K +2,006 New
BG
537
Bellevue Group
Switzerland
$475K
CFMC
538
Curbstone Financial Management Corp
New Hampshire
$475K
HCMT
539
Highland Capital Management (Tennessee)
Tennessee
$475K
SCM
540
Stonebridge Capital Management
California
$475K
DBRC
541
D.B. Root & Company
Pennsylvania
$474K -$3.33K -15 -0.7%
GIA
542
Gateway Investment Advisers
Ohio
$470K -$56K -252 -11%
BOTW
543
Bank of the West
California
$468K -$74K -333 -14%
RTC
544
Riverview Trust Company
Washington
$468K
CRWM
545
Castle Rock Wealth Management
California
$463K -$37.3K -168 -9%
RIM
546
Rampart Investment Management
Connecticut
$463K +$14.7K +66 +3%
WPW
547
Waldron Private Wealth
Pennsylvania
$460K
GCP
548
GSA Capital Partners
United Kingdom
$458K -$158K -710 -27%
LOAME
549
Lombard Odier Asset Management (Europe)
United Kingdom
$456K
PA
550
Parallel Advisors
California
$445K +$22.7K +102 +6%

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.