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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
PA
551
Parallel Advisors
California
$651K +$4.32K +17 +0.7%
NA
552
NewEdge Advisors
Louisiana
$648K -$282K -1,109 -32%
RE
553
RBC Europe
United Kingdom
$645K -$114K -450 -16%
BCM
554
Bienville Capital Management
New York
$639K
RJT
555
Raymond James Trust
Florida
$638K -$55.1K -217 -9%
CI
556
Conning Inc
Connecticut
$631K -$40.9K -161 -7%
TRCT
557
Tower Research Capital (TRC)
New York
$625K -$1.24M -4,867 -68%
ASN
558
Advisory Services Network
Georgia
$616K +$255K +1,002 +81%
ETC
559
Exchange Traded Concepts
Oklahoma
$611K -$86.1K -339 -13%
HH
560
HWG Holdings
Texas
$609K +$563K +2,215 New
FC
561
Ferris Capital
Massachusetts
$608K +$562K +2,212 New
SB
562
Sunflower Bank
Texas
$603K +$558K +2,196 New
LSAG
563
Lake Street Advisors Group
New Hampshire
$602K +$2.29K +9 +0.4%
LPT
564
Legacy Private Trust
Wisconsin
$597K -$106K -418 -16%
ONB
565
Old National Bancorp
Indiana
$577K
PNC
566
Park National Corp
Ohio
$577K
ECM
567
ETrade Capital Management
Virginia
$576K +$51.8K +204 +11%
CAL
568
Capital Analysts LLC
Pennsylvania
$574K -$26.7K -105 -5%
KAS
569
Kemnay Advisory Services
New York
$569K -$405K -1,596 -44%
RCC
570
Red Cedar Capital
Nebraska
$569K
Dodge & Cox
571
Dodge & Cox
California
$563K
MSAM
572
Moloney Securities Asset Management
Missouri
$562K +$58.9K +232 +13%
SCM
573
Stonebridge Capital Management
California
$557K
BC
574
Brinker Capital
Pennsylvania
$556K +$27.7K +109 +6%
GIA
575
Gateway Investment Advisers
Ohio
$555K -$74.2K -292 -13%

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.