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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
VF
626
Virtu Financial
New York
$277K -$1.32M -5,933 -84%
TAM
627
Tocqueville Asset Management
New York
$273K -$244K -1,100 -49%
SCM
628
Shelton Capital Management
Colorado
$273K -$32K -144 -11%
RIM
629
Regent Investment Management
Kentucky
$271K -$6K -27 -2%
CQS
630
Credential Qtrade Securities
$270K -$2K -9 -0.8%
RC
631
RegentAtlantic Capital
New Jersey
$269K +$1.11K +5 +0.4%
DTL
632
Dynamic Technology Lab
Singapore
$268K -$78K -351 -24%
MNBTD
633
Moody National Bank Trust Division
Texas
$267K -$6.44K -29 -3%
CAM
634
Cozad Asset Management
Illinois
$267K
SFSIG
635
San Francisco Sentry Investment Group
California
$267K +$26.7K +120 +12%
CFG
636
Citizens Financial Group
Rhode Island
$266K +$21.1K +95 +9%
SCM
637
Southport Capital Management
Tennessee
$263K
CAN
638
Cetera Advisor Networks
California
$263K +$18.7K +84 +8%
Cerity Partners
639
Cerity Partners
New York
$262K +$245K +1,104 New
QOP
640
Quinn Opportunity Partners
Virginia
$261K
TNBTD
641
Trustmark National Bank Trust Department
Mississippi
$259K
HCM
642
Hutner Capital Management
Vermont
$258K
DWM
643
Doyle Wealth Management
Florida
$257K
BP
644
Broadleaf Partners
Ohio
$254K
SB
645
Simmons Bank
Arkansas
$252K -$16.2K -73 -6%
BJL
646
Brighton Jones LLC
Washington
$252K -$15.3K -69 -6%
CIA
647
Choate Investment Advisors
Massachusetts
$251K
HFM
648
Harvest Fund Management
China
$250K +$94K +423 +75%
CCM
649
Covington Capital Management
California
$249K +$10.4K +47 +5%
CA
650
Cornerstone Advisory
Maryland
$245K

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.