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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
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$468K -$68.1K -268 -14%
CGL
602
Clarius Group LLC
Washington
$467K +$20.6K +81 +5%
CIA
603
Choate Investment Advisors
Massachusetts
$460K +$156K +615 +58%
CC
604
Centiva Capital
New York
$457K -$623K -2,452 -60%
ST
605
Spinnaker Trust
Maine
$457K -$50.8K -200 -11%
Federated Hermes
606
Federated Hermes
Pennsylvania
$456K +$1.02K +4 +0.2%
WKWM
607
Walter & Keenan Wealth Management
Indiana
$452K +$418K +1,646 New
ZB
608
Zions Bancorporation
Utah
$451K -$8.64K -34 -2%
HW
609
Hancock Whitney
Mississippi
$451K +$417K +1,643 New
HR
610
Howe & Rusling
New York
$448K -$140K -552 -25%
GG
611
Gofen & Glossberg
Illinois
$448K
KWM
612
Keebeck Wealth Management
Illinois
$443K +$410K +1,615 New
ALAM
613
Asahi Life Asset Management
Japan
$442K -$132K -520 -24%
BCM
614
Boltwood Capital Management
California
$440K -$32.5K -128 -7%
MIH
615
Meitav Investment House
Israel
$438K -$129K -506 -24%
DT
616
Diversified Trust
Tennessee
$435K +$85.4K +336 +27%
HFM
617
Harvest Fund Management
China
$434K
KCM
618
Kendall Capital Management
Maryland
$433K -$5.08K -20 -1%
IEFM
619
IQ EQ Fund Management
Ireland
$432K
FAT
620
First American Trust
California
$431K -$26.9K -106 -6%
JIC
621
Johnson Investment Counsel
Ohio
$428K -$143K -561 -26%
RTC
622
Riverview Trust Company
Washington
$427K
PAS
623
Park Avenue Securities
New York
$427K +$395K +1,554 New
OC
624
Oppenheimer & Co
New York
$421K +$91.5K +360 +31%
DY
625
Dowling & Yahnke
California
$412K

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.