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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
Wolverine Trading
626
Wolverine Trading
Illinois
$406K +$383K +1,509 New
SVWAG
627
Sound View Wealth Advisors Group
Georgia
$405K
BAM
628
Brave Asset Management
New Jersey
$401K
MCM
629
MAI Capital Management
Ohio
$396K -$23.6K -93 -6%
SW
630
SVB Wealth
Massachusetts
$393K +$35.3K +139 +11%
TCM
631
Tuttle Capital Management
Connecticut
$390K +$360K +1,418 New
DBT
632
Dubuque Bank & Trust
Iowa
$388K
ACM
633
Argyle Capital Management
Pennsylvania
$385K
SFA
634
Sequoia Financial Advisors
Ohio
$385K +$12.4K +49 +4%
KFA
635
Krane Funds Advisors
New York
$383K -$168K -661 -32%
RC
636
RegentAtlantic Capital
New Jersey
$383K +$66.3K +261 +23%
BCM
637
BTR Capital Management
California
$376K
IG
638
ING Group
Netherlands
$375K -$407K -1,602 -54%
OSAM
639
O'Shaughnessy Asset Management
Connecticut
$373K +$339K +1,333 +5,554%
DBRC
640
D.B. Root & Company
Pennsylvania
$369K -$5.59K -22 -2%
MCM
641
Maple Capital Management
Vermont
$361K
ATC
642
Argent Trust Co
Tennessee
$355K +$6.35K +25 +2%
CQS
643
Credential Qtrade Securities
$354K +$47K +185 +17%
CCA
644
Checchi Capital Advisers
California
$354K +$35.8K +141 +12%
VIA
645
Vident Investment Advisory
Georgia
$354K +$327K +1,288 New
CFG
646
Citizens Financial Group
Rhode Island
$351K +$762 +3 +0.2%
FMT
647
First Mercantile Trust
Tennessee
$348K -$48.8K -192 -13%
ARMT
648
Amica Retiree Medical Trust
Rhode Island
$347K
PHAM
649
Palisades Hudson Asset Management
Florida
$346K
WFWM
650
Wechter Feldman Wealth Management
New Jersey
$340K +$314K +1,236 New

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.