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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
HAG
551
HighPoint Advisor Group
Illinois
$442K +$36.7K +165 +11%
BBHC
552
Brown Brothers Harriman & Co
New York
$441K
MWM
553
Mission Wealth Management
California
$440K
RMCM
554
Reynders McVeigh Capital Management
Massachusetts
$432K
AA
555
Alesco Advisors
New York
$430K +$402K +1,810 New
ARTA
556
A.R.T. Advisors
New York
$427K -$1.8M -8,100 -82%
WEC
557
Winslow Evans & Crocker
Massachusetts
$426K
CC
558
ClearArc Capital
Ohio
$420K -$150K -676 -28%
ACP
559
Ashfield Capital Partners
California
$420K
ICM
560
IMS Capital Management
Oregon
$420K +$22.2K +100 +6%
BCM
561
Boltwood Capital Management
California
$411K -$20.7K -93 -5%
LSAG
562
Lake Street Advisors Group
New Hampshire
$406K +$380K +1,711 New
SAM
563
Sompo Asset Management
Japan
$399K +$102K +460 +38%
CAPTRUST Financial Advisors
564
CAPTRUST Financial Advisors
North Carolina
$399K +$296K +1,331 +419%
UR
565
USCA RIA
Texas
$398K
GG
566
Gofen & Glossberg
Illinois
$393K
BAMCO Inc
567
BAMCO Inc
New York
$393K +$12.9K +58 +4%
WKWM
568
Walter & Keenan Wealth Management
Indiana
$391K
IEFM
569
IQ EQ Fund Management
Ireland
$388K -$71.3K -321 -16%
BBP
570
Banco BTG Pactual
Brazil
$383K +$359K +1,614 New
DWA
571
Douglass Winthrop Advisors
New York
$382K
KCM
572
Kendall Capital Management
Maryland
$379K
AP
573
Advisors Preferred
Maryland
$377K +$353K +1,587 New
FAT
574
First American Trust
California
$376K +$88.9K +400 +34%
PFPT
575
Pinnacle Financial Partners (Tennessee)
Tennessee
$368K +$33.6K +151 +11%

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.