Moody's
810 hedge funds and large institutions have $36.2B invested in Moody's in 2020 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 290 reducing their positions, and 83 closing their positions.
13% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 83
0% more funds holding
Funds holding: 808 → 810 (+2)
0.08% more ownership
Funds ownership: 91.37% → 91.45% (+0.08%)
0% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 290
10% less funds holding in top 10
Funds holding in top 10: 42 → 38 (-4)
12% less capital invested
Capital invested by funds: $40.9B → $36.2B (-$4.73B)
27% less call options, than puts
Call options by funds: $60.5M | Put options by funds: $83.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCI Fund Management
London,
United Kingdom
|
+$192M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$164M |
| 3 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
+$128M |
| 4 |
AP
Altarock Partners
West Palm Beach,
Florida
|
+$106M |
| 5 |
Select Equity Group
New York
|
+$83.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$228M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$222M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$204M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$183M |
| 5 |
Morgan Stanley
New York
|
-$133M |
MCO Hedge Fund Activity: Q1 2020 in Review
810 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q1 2020, worth a combined $36.2B — down 12% from $40.9B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new MCO positions and 83 closed out — a net gain of 11 holders — while 290 added to existing stakes and 290 trimmed.
The largest buyer was TCI Fund Management, adding an estimated $192M. The largest seller was Massachusetts Financial Services, cutting an estimated $228M.
- 810 institutional investors held Moody's (MCO) as of Q1 2020, up from 808 in Q4 2019.
- Funds reported $36.2B of Moody's stock for Q1 2020, down 12% quarter-over-quarter.
- 94 funds opened new Moody's positions in Q1 2020 and 83 closed out, a net change of +11 holders.
- The largest Moody's buyer in Q1 2020 was TCI Fund Management, an estimated $192M added.
- The largest Moody's seller in Q1 2020 was Massachusetts Financial Services, an estimated $228M sold.
Based on aggregated 13F filings for Q1 2020.