Moody's
937 hedge funds and large institutions have $61.8B invested in Moody's in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 328 increasing their positions, 300 reducing their positions, and 63 closing their positions.
38% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 63
22% more capital invested
Capital invested by funds: $50.6B → $61.8B (+$11.1B)
11% more funds holding in top 10
Funds holding in top 10: 35 → 39 (+4)
2% more funds holding
Funds holding: 917 → 937 (+20)
9% more repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 300
0.5% more ownership
Funds ownership: 90.89% → 91.39% (+0.5%)
48% less call options, than puts
Call options by funds: $95.8M | Put options by funds: $185M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$209M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$173M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$101M |
| 4 |
Goldman Sachs
New York
|
+$86.9M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$67.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$512M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$132M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$109M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$80.6M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$74.2M |
MCO Hedge Fund Activity: Q2 2021 in Review
937 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2021, worth a combined $61.8B — up 22% from $50.6B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new MCO positions and 63 closed out — a net gain of 24 holders — while 328 added to existing stakes and 300 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $209M. The largest seller was Viking Global Investors, exiting entirely with an estimated $512M sold.
- 937 institutional investors held Moody's (MCO) as of Q2 2021, up from 917 in Q1 2021.
- Funds reported $61.8B of Moody's stock for Q2 2021, up 22% quarter-over-quarter.
- 87 funds opened new Moody's positions in Q2 2021 and 63 closed out, a net change of +24 holders.
- The largest Moody's buyer in Q2 2021 was Mackenzie Financial, an estimated $209M added.
- The largest Moody's seller in Q2 2021 was Viking Global Investors, an estimated $512M sold.
Based on aggregated 13F filings for Q2 2021.