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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
Fayez Sarofim & Co
676
Fayez Sarofim & Co
Texas
$204K +$191K +860 New
CHA
677
Carmichael Hill & Associates
Maryland
$199K +$186K +839 New
PI
678
PEAK6 Investments
Illinois
$198K -$109K -492 -37%
BWP
679
Baldwin Wealth Partners
Massachusetts
$193K
CT
680
Caldwell Trust
Florida
$190K +$178K +800 New
APA
681
American Portfolios Advisors
New York
$188K -$13.8K -62 -7%
VFA
682
Valeo Financial Advisors
Indiana
$187K +$36K +162 +26%
S
683
Seeyond
France
$180K
ARMT
684
Amica Retiree Medical Trust
Rhode Island
$175K
BSPF
685
British Steel Pension Fund
United Kingdom
$170K
AAP
686
Arax Advisory Partners
Colorado
$155K -$34K -153 -19%
AS
687
Altshuler Shaham
Israel
$152K -$234K -1,053 -62%
FCA
688
FinTrust Capital Advisors
South Carolina
$151K
O
689
Ossiam
France
$150K +$52K +234 +59%
CG
690
Cutler Group
California
$148K +$111K +500 +397%
ECM
691
Estabrook Capital Management
New York
$142K
CIA
692
CSat Investment Advisory
Michigan
$136K +$19.1K +86 +18%
CAW
693
Cornerstone Advisors (Washington)
Washington
$126K +$3.33K +15 +3%
TWA
694
TCI Wealth Advisors
Arizona
$125K +$54.9K +247 +88%
RIA
695
Realta Investment Advisors
Delaware
$122K
FPS
696
Fieldpoint Private Securities
Connecticut
$119K
SQA
697
Simon Quick Advisors
New Jersey
$116K +$36.7K +165 +51%
GLI
698
Guardian Life Insurance
New York
$114K
EI
699
Ellevest Inc
New York
$113K +$26K +117 +32%
LC
700
Lindbrook Capital
California
$110K +$2.44K +11 +2%

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.