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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
IG
576
ING Group
Netherlands
$364K -$1.92M -8,623 -85%
GT
577
Greenleaf Trust
Michigan
$362K -$6.44K -29 -2%
CGL
578
Clarius Group LLC
Washington
$360K -$11.3K -51 -3%
BC
579
Brinker Capital
Pennsylvania
$360K +$15.1K +68 +5%
CCM
580
Crestwood Capital Management
New York
$357K -$3.02M -13,608 -90%
Jane Street
581
Jane Street
New York
$356K -$9.93M -44,668 -97%
MCM
582
MAI Capital Management
Ohio
$354K +$21.6K +97 +7%
ATC
583
Argent Trust Co
Tennessee
$351K
I
584
IberiaBank
Louisiana
$350K -$122K -551 -27%
SVWAG
585
Sound View Wealth Advisors Group
Georgia
$350K
HBT
586
Hills Bank & Trust
Iowa
$349K
BAM
587
Brave Asset Management
New Jersey
$346K +$324K +1,458 New
Tudor Investment Corp
588
Tudor Investment Corp
Connecticut
$345K -$193K -870 -37%
S
589
SignatureFD
Georgia
$343K +$11.6K +52 +4%
DBT
590
Dubuque Bank & Trust
Iowa
$335K +$2.44K +11 +0.8%
ACM
591
Argyle Capital Management
Pennsylvania
$332K
BCM
592
Bienville Capital Management
New York
$332K
FRM
593
Fox Run Management
Connecticut
$329K +$74.2K +334 +32%
BDF
594
Black Diamond Financial
Maryland
$328K
CG
595
Caprock Group
Idaho
$328K +$11.8K +53 +4%
CPA
596
Capital Planning Advisors
California
$327K +$306K +1,376 New
BCM
597
BTR Capital Management
California
$325K
PI
598
Putnam Investments
Massachusetts
$322K -$14.7K -66 -5%
JCM
599
Jag Capital Management
Missouri
$321K
FMT
600
First Mercantile Trust
Tennessee
$320K -$70.4K -317 -19%

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.