Moody's
932 hedge funds and large institutions have $49.7B invested in Moody's in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 321 increasing their positions, 306 reducing their positions, and 68 closing their positions.
82% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 68
5% more funds holding
Funds holding: 884 → 932 (+48)
5% more call options, than puts
Call options by funds: $84.1M | Put options by funds: $80.1M
5% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 306
1% more capital invested
Capital invested by funds: $49.1B → $49.7B (+$540M)
0.35% more ownership
Funds ownership: 90.41% → 90.76% (+0.35%)
8% less funds holding in top 10
Funds holding in top 10: 37 → 34 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flossbach Von Storch
Cologne,
Germany
|
+$191M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$116M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$96.7M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$64.2M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$61.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$173M |
| 2 |
AP
Altarock Partners
West Palm Beach,
Florida
|
-$122M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$111M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$94.4M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$93.8M |
MCO Hedge Fund Activity: Q4 2020 in Review
932 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q4 2020, worth a combined $49.7B — up 1.1% from $49.1B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new MCO positions and 68 closed out — a net gain of 56 holders — while 321 added to existing stakes and 306 trimmed.
The largest buyer was Flossbach Von Storch, opening a new position worth an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $173M.
- 932 institutional investors held Moody's (MCO) as of Q4 2020, up from 884 in Q3 2020.
- Funds reported $49.7B of Moody's stock for Q4 2020, up 1.1% quarter-over-quarter.
- 124 funds opened new Moody's positions in Q4 2020 and 68 closed out, a net change of +56 holders.
- The largest Moody's buyer in Q4 2020 was Flossbach Von Storch, an estimated $191M added.
- The largest Moody's seller in Q4 2020 was Fidelity Investments, an estimated $173M sold.
Based on aggregated 13F filings for Q4 2020.