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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
TSWM
651
Triangle Securities Wealth Management
North Carolina
$332K
JCM
652
Jag Capital Management
Missouri
$331K
CC
653
Cipher Capital
New York
$330K -$268K -1,056 -47%
NNP
654
Nachman Norwood & Parrott
South Carolina
$330K -$254K -1,000 -45%
WB
655
Webster Bank
Connecticut
$330K
KJHP
656
K.J. Harrison & Partners
Ontario, Canada
$330K +$306K +1,203 New
Parallax Volatility Advisers
657
Parallax Volatility Advisers
California
$329K +$12.4K +49 +4%
APG
658
Abacus Planning Group
South Carolina
$327K
RIM
659
Redwood Investment Management
Arizona
$326K +$39.6K +156 +15%
FNBT
660
FineMark National Bank & Trust
Florida
$324K -$9.65K -38 -3%
TCOV
661
Trust Company of Vermont
Vermont
$323K
Fayez Sarofim & Co
662
Fayez Sarofim & Co
Texas
$319K
SLG
663
Stanley-Laman Group
Pennsylvania
$319K +$17.8K +70 +6%
VAG
664
VisionPoint Advisory Group
Texas
$317K -$29.5K -116 -10%
SCM
665
Shelton Capital Management
Colorado
$316K
RIM
666
Regent Investment Management
Kentucky
$313K
CG
667
Caprock Group
Idaho
$312K -$9.15K -36 -3%
CAM
668
Cozad Asset Management
Illinois
$309K
SCM
669
Southport Capital Management
Tennessee
$306K +$1.27K +5 +0.5%
AWE
670
Avidian Wealth Enterprises
Texas
$306K +$283K +1,115 New
BSW
671
Buckingham Strategic Wealth
Missouri
$305K -$300K -1,182 -52%
Cerity Partners
672
Cerity Partners
New York
$305K +$1.52K +6 +0.5%
WANY
673
Wealthspire Advisors (New York)
New York
$304K -$836K -3,289 -75%
AAM
674
Advisors Asset Management
Colorado
$304K -$322K -1,266 -53%
Carson Wealth (CWM LLC)
675
Carson Wealth (CWM LLC)
Nebraska
$304K

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.