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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
BG
576
Bellevue Group
Switzerland
$549K
HCMT
577
Highland Capital Management (Tennessee)
Tennessee
$549K
RA
578
Riversedge Advisors
Delaware
$549K +$508K +2,000 New
WPW
579
Waldron Private Wealth
Pennsylvania
$548K +$14K +55 +3%
LOPW
580
Live Oak Private Wealth
North Carolina
$548K +$17.8K +70 +4%
Northwestern Mutual Wealth Management
581
Northwestern Mutual Wealth Management
Wisconsin
$544K -$41.7K -164 -8%
BOTW
582
Bank of the West
California
$536K -$5.08K -20 -1%
CFMC
583
Curbstone Financial Management Corp
New Hampshire
$536K
CAM
584
Cresset Asset Management
Illinois
$531K -$92.5K -364 -16%
AI
585
Atom Investors
Texas
$531K +$193K +761 +65%
CPA
586
Capital Planning Advisors
California
$529K +$117K +459 +31%
KFI
587
Key Financial Inc
Pennsylvania
$519K
SAM
588
Sompo Asset Management
Japan
$511K -$7.62K -30 -2%
CRC
589
Curi RMB Capital
Illinois
$509K +$471K +1,853 New
CW
590
CreativeOne Wealth
Kansas
$509K +$471K +1,854 New
BBHC
591
Brown Brothers Harriman & Co
New York
$507K +$4.07K +16 +0.9%
MWM
592
Mission Wealth Management
California
$505K +$467K +1,837 New
WP
593
WMS Partners
Maryland
$501K -$89.7K -353 -16%
LS
594
Livforsakringsbolaget Skandia
Sweden
$501K
RMCM
595
Reynders McVeigh Capital Management
Massachusetts
$500K
EWM
596
Evercore Wealth Management
New York
$489K -$187K -736 -29%
Mercer Global Advisors
597
Mercer Global Advisors
Colorado
$485K +$21.8K +86 +5%
HAG
598
HighPoint Advisor Group
Illinois
$480K +$13.7K +54 +3%
ICM
599
IMS Capital Management
Oregon
$479K -$21.6K -85 -5%
CRWM
600
Castle Rock Wealth Management
California
$471K

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.