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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
TU
526
TDAM USA
Ontario, Canada
$743K +$2.03K +8 +0.3%
PSUF
527
People's United Financial
Connecticut
$736K -$20.6K -81 -3%
TC
528
Telemus Capital
Michigan
$729K +$33.3K +131 +6%
RHJA
529
Rice Hall James & Associates
California
$727K -$61.2K -241 -8%
JAFL
530
Jay A. Fishman Ltd
Michigan
$725K +$140K +550 +26%
PCM
531
Penserra Capital Management
California
$724K +$612K +2,410 +1,039%
AWM
532
Altium Wealth Management
New York
$716K +$41.4K +163 +7%
BIM
533
Bridges Investment Management
Nebraska
$714K
RB
534
Rodgers Brothers
Pennsylvania
$714K
MC
535
Maverick Capital
Texas
$713K +$660K +2,597 New
LWCFA
536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$712K +$29.2K +115 +5%
AIP
537
Ameritas Investment Partners
Nebraska
$706K -$35.6K -140 -5%
PA
538
PFG Advisors
Arizona
$703K
BC
539
Bartlett & Co
Ohio
$701K
BCWM
540
Bartlett & Co Wealth Management
Ohio
$701K
TFA
541
Teamwork Financial Advisors
Texas
$692K +$276K +1,086 +76%
AIA
542
Angeles Investment Advisors
California
$688K -$203K -798 -24%
IECM
543
Intrinsic Edge Capital Management
Illinois
$687K -$1.91M -7,500 -75%
MYAM
544
Meiji Yasuda Asset Management
Japan
$682K +$358K +1,410 +131%
RT
545
Rockland Trust
Massachusetts
$681K
PGIM
546
Pacific Global Investment Management
California
$677K
FAAS
547
First Allied Advisory Services
California
$675K +$38.6K +152 +7%
VWM
548
Venturi Wealth Management
Texas
$665K +$615K +2,419 New
BCV
549
Banque Cantonale Vaudoise
Switzerland
$654K
CPIG
550
Chicago Partners Investment Group
Illinois
$652K +$572K +2,252 New

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.