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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
RIM
651
Redwood Investment Management
Arizona
$244K -$17.8K -80 -7%
ABC
652
Associated Banc-Corp
Wisconsin
$240K
XM
653
XTX Markets
New York
$240K +$225K +1,012 New
BFIM
654
Beese Fulmer Investment Management
Ohio
$237K
LCM
655
Logan Capital Management
Pennsylvania
$237K
KCM
656
Kanawha Capital Management
Virginia
$237K +$222K +1,000 New
BCM
657
BlueCrest Capital Management
Jersey
$236K -$5.31M -23,900 -96%
IA
658
IFP Advisors
Florida
$234K -$126K -567 -36%
CAM
659
CenterStar Asset Management
Illinois
$233K
BHWM
660
Bar Harbor Wealth Management
New Hampshire
$231K +$216K +971 New
TC
661
Telemus Capital
Michigan
$229K -$20.4K -92 -9%
RAM
662
Roanoke Asset Management
New Jersey
$229K +$215K +966 New
SICM
663
Sustainable Insight Capital Management
New York
$226K +$212K +953 New
BBI
664
Baxter Bros Inc
Connecticut
$225K +$211K +949 New
WSTAM
665
Wilbanks Smith & Thomas Asset Management
Virginia
$225K +$211K +949 New
VIMU
666
Veritas Investment Management (UK)
United Kingdom
$224K -$74.4K -335 -26%
Parallax Volatility Advisers
667
Parallax Volatility Advisers
California
$218K +$204K +919 New
FMLI
668
Fukoku Mutual Life Insurance
Japan
$214K +$22.2K +100 +13%
SHGA
669
Sand Hill Global Advisors
California
$213K +$200K +899 New
CT
670
Cambridge Trust
Massachusetts
$212K +$198K +893 New
FHA
671
Flagship Harbor Advisors
Massachusetts
$209K +$11.8K +53 +6%
VHAM
672
Van Hulzen Asset Management
California
$207K -$103K -465 -35%
HIIFS
673
Harel Insurance Investments & Financial Services
Israel
$207K +$183K +823 +1,715%
OR
674
Olympiad Research
Connecticut
$206K +$193K +869 New
SF
675
Synovus Financial
Georgia
$204K +$8.89K +40 +5%

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.